Transaction Advisory Services

Corporate Finance

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.

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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

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Other Areas We Can Help

M&A Advisory

Middle-market M&A advisory differentiated by industry expertise and superior deal execution.

M&A Advisory

Financial Sponsors Group

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

Financial Sponsors Group

Private Capital Markets

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

Private Capital Markets

M&A Post Acquisition Disputes

Expert consulting and testifying services related to post-acquisition purchase price disputes.

M&A Post Acquisition Disputes

Comprehensive Due Diligence Solution

Comprehensive diligence support primarily in the areas of tax, compliance and regulatory, operations, financial and accounting, investigations and disputes and cyber/IT risk.

Comprehensive Due Diligence Solution

Insights

M&A Advisory

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Healthcare Services Sector Update – January 2021

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Restaurant Quarterly Update – Winter 2021

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News

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Case Studies

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