Financial Services and Asset Management

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Duff & Phelps’ financial services industry professionals possess a deep knowledge of micro and macro business and regulatory trends that affect the world marketplace.

Available in all the key financial centers across the Americas, Europe and Asia, our specialists provide the financial services and investment management sector a full suite of advisory services.

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Other Areas We Can Help

Private Capital Markets

Private Capital Markets

Senior, subordinated and mezzanine debt and venture/private equity for a wide range of transactions.

Private Capital Markets
Transaction Advisory Services

Transaction Advisory Services

Seamless analytical advisory through the deal continuum, from transaction origination to closing.

Transaction Advisory Services
Purchase Price Allocation (PPA)

Financial Sponsors Group

Dedicated coverage and access to M&A deal-flow for financial sponsors.

Financial Sponsors Group

Governance and Risk Advisory

Combined Duff & Phelps and Kroll disputes, investigations, cyber, business intelligence, restructuring, insolvency and other advisory.

Governance and Risk Advisory

Valuation Advisory

Valuation and consulting for financial reporting; federal, state and local tax; investment; and risk management purposes.

Valuation Advisory

Tax Services

Innovative tax advisory and compliance services encompassing property tax, sales and use tax, and site selection and incentives.

Tax Services

Case Studies

Insights

Property Tax Services

Integrated Approach to Tax Savings on Large-Scale Green Energy Projects

Property Tax Services
Sales and Use Tax Services

A Tale of Two Taxes: Expected Sales and Use Tax Challenges and Solutions in the New Year

Sales and Use Tax Services
Valuation Insights

2021 European Goodwill Impairment Study: An Overview

Valuation Insights

News