Patrick Wu
Vice Chairman and Head of Valuation Advisory, Greater China
Hong Kong
Patrick Wu
Financial Services and Asset Management
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Ricky Lee
Managing Director
Valuation Advisory
Hong Kong
Ricky Lee
Nicolas Inman
Managing Director
Compliance and Regulatory Consulting
Hong Kong
Nicolas Inman
Steven Carey
Managing Director
Transfer Pricing
Hong Kong
Steven Carey
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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Compliance and Regulatory Consulting
Local and global compliance expertise for the financial services industry.
Compliance and Regulatory Consulting
Alternative Asset Advisory
Provides an array of consulting services to alternative investment managers and investors.
Alternative Asset Advisory
Private Capital Markets – Debt Advisory
Advice on capital raising and securing best market terms across the capital structure from senior debt to equity.
Private Capital Markets – Debt Advisory
Transaction Advisory Services
Seamless analytical advisory through the deal continuum, from transaction origination to closing.
Transaction Advisory Services
Financial Sponsors Group
Dedicated coverage and access to M&A deal-flow for financial sponsors.
Financial Sponsors Group
Governance, Risk, Investigations and Disputes
Combined Duff & Phelps and Kroll disputes, investigations, cyber, business intelligence, restructuring, insolvency and other advisory.
Governance, Risk, Investigations and Disputes
Valuation Advisory
Valuation and consulting for financial reporting, federal, state and local tax, investment and risk management purposes.
Valuation Advisory
Tax Services
Property tax, site selection, transfer pricing, sales and use tax and unclaimed property advisory.
Tax ServicesCase Studies
Sell Side Advisor
Duff & Phelps Advised VWM Analytics, LLC, on its Sale to J.S. Held, LLC, a Portfolio Company of Kelso & Company
has been acquired by
a portfolio company of
Financial Advisor
Duff & Phelps' Brazilian M&A Team Advised Piemonte Holding on Its Binding Offer with Oi S.A. - Em Recuperação Judicial for the Acquisition of Five Data Centers
has signed a binding offer to acquire five data centers from
Financial Advisor
Duff & Phelps Advised the Board of Directors of Macy’s, Inc. and Macy’s Retail Holdings, Inc. on its Refinancing Transaction
Macy’s, Inc. (NYSE:M), has completed a refinancing transaction, raising approximately $4.5 billion of new financing, including an asset-based credit line and the issuance of senior secured notes
Financial Advisor
Duff & Phelps Advised From the Hearth Holdings, LLC in Raising Senior Debt Financing and a Related Shareholder Buyout Transaction
has secured senior debt financing from a consortium of lenders
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Featured Events
Adam Warren to Speak on a Financial Services & Securities Litigation Panel
October 17, 2017 Chicago
Duff & Phelps to Sponsor the ABA/IPT Advanced Income, Sales/Use and Property Tax Seminars
March 30, 2017 New Orleans,
