Transaction Advisory Services
Duff & Phelps’ Transaction Advisory Services (TAS) is unencumbered by audit independence concerns and offers seamless analytical service throughout the deal continuum.
From decision support at origination to deal closing and beyond, TAS supports its clients throughout every facet of the transaction. Combining market data with fundamental financial competencies, we support critical decision making with essential advice and information. We provide our clients with the information they need to make informed business decisions for buy- and sell-side transaction engagements, refinancings and other transactions.
Our professionals provide financial, tax, information technology, operations, disputes and cybersecurity due diligence to private equity, hedge fund and strategic investors. We advise on all aspects of the investment cycle, employing an approach that focuses on value drivers and deal-breakers that are critical to investment decisions.
Key Differentiators
- Most financial and tax diligence focuses on historical operations and results. We analyze the historical performance but also use this information to determine if the projections are based on reality. We inform our clients of the future benefits and pitfalls that may be encountered in a transaction.
- Virtually no conflicts or independence issues under Sarbanes-Oxley. We can provide due diligence, valuation, projection analysis, fairness and solvency opinions, and transfer pricing on the same transactions, allowing us to be an advocate for our clients during the negotiation process.
- Senior management attention throughout every phase of a transaction.
- Dedicated professionals with strong technical and industry expertise (most with Big Four experience), providing a flexible approach and seamless coordination with your team and other advisors.
- Access to the industry expertise of our M&A and valuation groups, which enables us to identify potential targets as well as key deal issues.
- We integrate valuation, business incentives, process improvement/merger integration and commercial diligence within the financial due diligence process.
Transaction Advisory Services
Cash Optimization
Cash OptimizationBusiness Analytics and Data Intelligence
Business Analytics and Data IntelligenceFinancial Due Diligence
Financial Due DiligenceTechnology/Cyber Due Diligence
Technology/Cyber Due DiligenceTransaction Structuring and Accounting
Transaction Structuring and AccountingSell Side / Vendor Due Diligence
Sell Side / Vendor Due DiligenceTransaction Tax Advisory
Transaction Tax AdvisoryWorking Capital Analysis
Working Capital AnalysisTax Due Diligence/Structuring
Tax Due Diligence/StructuringContact Us
Klaus-Martin Haussmann
Managing Director
Transaction Advisory Services
Munich
Klaus-Martin Haussmann
Demian Koester
Director
Transaction Advisory Services
Frankfurt
Demian Koester
Jacques Giard
Managing Director, Country Head France
Transaction Advisory Services
Paris
Jacques Giard
Raphael (Ray) Newman
Managing Director and Global Head
Transaction Advisory Services
New York
Raphael (Ray) Newman
Marc Chiang
Managing Director
Transaction Advisory Services
San Francisco
Marc Chiang
Kevin Katz
Managing Director
Transaction Advisory Services
New York
Kevin Katz
Mark Kramer
Managing Director
Transaction Advisory Services
Chicago
Mark Kramer
Geon Lee
Managing Director
Transaction Advisory Services
Boston
Geon Lee
Brian Sipes
Managing Director
Transaction Advisory Services
Dallas
Brian Sipes
Kurt Steltenpohl
Managing Director
Transaction Advisory Services
New York
Kurt Steltenpohl
Ekaterina Timaeva
Managing Director
Transaction Advisory Services
New York
Ekaterina Timaeva
Other Areas We Can Help
M&A Advisory
Middle-market M&A advisory differentiated by industry expertise and superior deal execution.
Financial Sponsors Group
Dedicated coverage and access to M&A deal-flow for financial sponsors.
Private Capital Markets
Senior, subordinated and mezzanine debt and venture/private equity for a wide range of transactions.
Insights
News
Case Studies
Financial Advisor
Duff & Phelps Acted as Lead Financial Advisor and Rendered a Fairness Opinion to Telefónica Deutschland in Connection with the Sale of Its Passive Infrastructure to Telxius
has sold its passive infrastructure to
Financial Advisor
Duff & Phelps, A Kroll Business, Advised Swedish Bio Convergence Company CELLINK on the Acquisition of U.S. Microscopy Trailblazer Discover Echo
has acquired
