Duff & Phelps

New York, United States Founded: 1932 • Age: 94 yrs Listed Acquired By Stone Point Capital
Financial and risk advisory solutions are provided globally.

About Duff & Phelps

Duff & Phelps is a publicly listed company based in New York (United States) founded in 1932, and was acquired by Stone Point Capital in January 2020. Financial and risk advisory solutions are provided globally. Duff & Phelps has completed 14 acquisitions, including American Appraisal, Blackrock Expert Services Group and Borrelli Walsh. Duff & Phelps offers products and services including Valuation Services, Cyber Risk Services, and Compliance Services. Its focus areas include Asset Management and Financial Advisors. Its legal entity is Kroll, LLC. Its competitors include MassMutual, American Family Insurance and Point Digital Finance; 1 of its 3 listed competitors has raised funding.

Company details

Duff Phelps was established in 1932 in New York, United States, as a firm in the financial services sector. Advisory solutions in valuation, corporate finance, restructuring, cyber risk management, investigations, disputes, and business services are offered. Operations support clients with business valuations, compliance advisory, mergers and acquisitions, incident response, forensic accounting, and administrative tasks for capital events across financial and operational areas.

  • Headquarters New York, United States
  • Stage Acquired
  • Sectors
    Financial Services
  • Phone
    β€’β€’β€’β€’ β€’β€’β€’β€’
  • Website duffandphelps.com
  • Social LinkedIn X Facebook
  • Acquired by Permira (Nov 2017)
  • Legal Name Kroll, Llc
Operational Areas
Key Metrics

Products & Services of Duff & Phelps

Duff & Phelps offers a comprehensive portfolio of products and services, including Valuation Services, Cyber Risk Services, and Compliance Services.

Valuation Services
Financial Advisory

Valuation of businesses and assets for reporting purposes

Cyber Risk Services
Cyber Security

Incident response and digital forensics solutions

Compliance Services
Regulatory Advisory

Governance and risk mitigation for legal compliance

Investors in Duff & Phelps

Duff & Phelps has secured backing from 6 investors, including venture fund and institutional investors. Prominent investors backing the company include The Carlyle Group, Permira and Edmond de Rothschild.

All
Venture Fund
Institutional
InvestorDescriptionFounded YearDomainLocation
Private equity firm investing in global financial services sectors.
stonepoint.com
Private equity investments are directed toward multiple sectors.
1986carlyle.com
Investments are made in technology, consumer, healthcare, and service sectors.
1985permira.comLondon, United Kingdom
Capital management services are offered to financial services industry.
furtherglobal.comNew York, United States
Diversified asset management, corporate advisory, and private equity firm focused on multiple sectors
1953edmond-de-rothschild.comParis, France
Diversified investment management firm
1805pictet.comGeneva, Switzerland
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Investor details for Duff Phelps

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Board of directors of Duff & Phelps

The boards of the 2 registered companies of Duff & Phelps currently have 4 directors; the longest-serving is Patrick Michael Puzzuoli, appointed in 2017. 5 earlier directors have ceased.

DirectorDesignationAppointedTenureEntity
Patrick Michael Puzzuoli
DIN 07594875
Designated Partner22 Dec 20178 yrs 10 moD&P India Restructuring Llp
Santosh Nagalingaswamy
DIN 07579939
Designated Partner21 Jan 20197 yrs 9 moD And P India Advisory Services Llp
Aviral Jain
DIN 08237036
Designated Partner01 Aug 20215 yrs 3 moD&P India Restructuring Llp
Piyush Patnaik
DIN 09321501
Designated Partner20 Sep 20215 yrs 1 moD And P India Advisory Services Llp

People of Duff & Phelps

529 people are tracked at Duff & Phelps (388 in leadership, 10 in board & advisors, 131 in team).

NameRoleGroup
Bodhi Kroll
OwnerLeadership
Josh Benn
Founding Partner & Managing DirectorLeadership
Steven Bock
Managing DirectorLeadership
Anson Li
Managing DirectorLeadership
Simon Ma
Managing DirectorLeadership
Marcel Etschenberg
Managing DirectorLeadership
Betsy Blumenthal
Senior Managing DirectorLeadership
Joel Bowers
Managing DirectorLeadership
Mark Gordon
Managing DirectorLeadership
Gary Gill
Managing DirectorLeadership
Hakim Abdeljaouad
Managing Director - Valuation Advisory ServicesLeadership
Reylvie Benanti
Director, IT Program & Project ManagementLeadership
Brian Lee
Director, Restructuring AdvisoryLeadership
Beverley Watson-Turner
Managing Director : PMOLeadership
Shamick Bindra
Chief Operating Officer, Kroll Business ServicesLeadership
Robert Milan
Managing Director And Office HeadLeadership
Prashant Bagwe
VP - TechnologyLeadership
Karen Laureano-Rikardsen
Chief Marketing & Communications OfficerLeadership
Tarun Bhatia
Regional Managing Director & Co-head Asia Pacific, Investigations, Diligence & ComplianceLeadership
Alexandra Bennett
Director Global OperationsLeadership

509 more people are available in the full profile.

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IPO & Listings of Duff & Phelps

Duff & Phelps is a publicly listed company on the NYSE with ticker symbol DTF in USA, operating in the Miscellaneous sector. As a publicly traded entity, the company provides investors with opportunities to participate in its growth story through equity ownership. The listing enables access to capital markets, enhances corporate visibility, and provides liquidity for shareholders while maintaining transparency through regulatory compliance and regular financial disclosures.

  • IPO date22 Nov 1991
  • Listed onNYSE: DTF
  • Listed entityDTF Tax-Free Income 2028 Term Fund Inc.
  • Exchange sectorMiscellaneous

Financials of Duff & Phelps

Figures of D And P India Advisory Services Llp, the primary company behind Duff & Phelps, for FY 2023. Revenue was ₹8.51 Cr (+98% year on year).

  • ₹8.51 CrRevenue · FY 2023 · +98% YoY

Balance sheet, profit and loss, cash flow and ratios of D And P India Advisory Services Llp are on its company page.

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Detailed financial statements for Duff & Phelps

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Investments & Acquisitions by Duff & Phelps

Duff & Phelps has strategically engaged in corporate development activities, having acquired 14 companies. Notable acquisitions include American Appraisal, Blackrock Expert Services Group and Borrelli Walsh.

Acquisitions
Company NameDescriptionDomainLocationFoundedAcquiredAmount
Diversified operations are conducted across multiple industries by the conglomerate.
blackrockx.comLondon, United Kingdom2009Dec 2020β€’β€’β€’β€’
Forensic accounting, fund management, and business advisory services are provided.
borrelliwalsh.comChaoyang, China2006Nov 2020β€’β€’β€’β€’
Outsourcing services for the investment industry are provided.
fluyd.ioLondon, United Kingdom2018Jan 2020β€’β€’β€’β€’
Financial transaction and advisory services are provided to clients.
lucid-is.comLondon, United Kingdom2004Jan 2020β€’β€’β€’β€’
M&A and strategic advisory services are provided to clients.
zolfocooper.comNew York, United States1982Feb 2019β€’β€’β€’β€’
Bankruptcy services are provided to clients across the United States.
primeclerk.comNew York, United States2013Jan 2019β€’β€’β€’β€’
Financial and risk advisory solutions are offered to businesses.
kroll.comNew York, United States1932Mar 2018β€’β€’β€’β€’
Financial transaction, governance, and compliance services are provided.
quanteraglobal.comWaalre, Netherlands2013May 2017β€’β€’β€’β€’
Risk and financial advisory services are provided internationally.
veracap.comToronto, Canada2005Sep 2016β€’β€’β€’β€’
Provider of cyber security management and financial advisory services
cvpl.comToronto, Canada1976Sep 2016β€’β€’β€’β€’
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Complete acquisition details for Duff Phelps

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Timeline of Duff & Phelps

15 dated milestones of Duff & Phelps across 88 years, from founding to its latest funding, stage changes and deals.

  1. Founded Duff & Phelps is founded.
  2. IPO Lists on the stock exchange (IPO).
  3. Exit Acquired by Stone Point Capital.
  4. Acquisition Acquires Veracap M&A International.
  5. Acquisition Acquires Campbell Valuation Partners.
  6. Acquisition Acquires Quantera Global.
  7. Exit Acquired by Permira.
  8. Acquisition Acquires Kroll.
  9. Acquisition Acquires Prime Clerk.
  10. Acquisition Acquires Zolfo Cooper.
  11. Exit Acquired by Stone Point Capital.
  12. Acquisition Acquires Fluyd.
  13. Acquisition Acquires Lucid Issuer Services.
  14. Acquisition Acquires Borrelli Walsh.
  15. Acquisition Acquires Blackrock Expert Services Group.

Competitors of Duff & Phelps

Duff & Phelps has 3 listed competitors in our database, 1 of them funded. They include MassMutual, American Family Insurance and Point Digital Finance.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
massmutual.com1851Springfield, United States10,466
Mutual life insurance company
amfam.com1927Madison, United States13,713
Personal and business insurance products are provided nationwide.
point.com2015Palo Alto, United States$245.65M144
Fractional home equity is sold online for interest-free loans.
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Web traffic of Duff & Phelps

Websites that share an audience with Duff & Phelps (duffandphelps.com).

Similar websites

Websites whose visitors overlap most with Duff & Phelps. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
hl.com
100%
241.9K#186,458View details
dpimc.com
86%
19.3K#1,345,676View details
nceo.org
62%
#1,077,055View details
cowen.com
61%
View details
optionmetrics.com
59%
15.9K#1,730,292View details
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
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Top companies in Asset Management

3 companies that operate in the same segment as Duff & Phelps (Asset Management) in United States, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
1946Boston, Massachusetts, United StatesUSD 517.99 M
Investment banking services are delivered across multiple financial sectors.
1869New York, New York, United StatesUSD 126.21 B46,500
Mutual life insurance company
1851Springfield, United States10,466
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Related news about Duff & Phelps

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Frequently Asked Questions about Duff & Phelps

Duff & Phelps was founded in 1932.

Duff & Phelps is headquartered in New York, United States. It is registered at New York, New York, United States.

Annual revenue of Duff & Phelps is $2.43M as on Oct 31, 2024.

Duff Phelps was established in 1932 in New York, United States, as a firm in the financial services sector. Advisory solutions in valuation, corporate finance, restructuring, cyber risk management, investigations, disputes, and business services are offered. Operations support clients with business valuations, compliance advisory, mergers and acquisitions, incident response, forensic accounting, and administrative tasks for capital events across financial and operational areas.

Duff & Phelps's top competitors include MassMutual, Point Digital Finance and American Family Insurance.

Duff & Phelps offers Valuation Services, Cyber Risk Services, and Compliance Services.

Yes, Duff & Phelps is publicly traded on NYSE under the ticker symbol DTF.

Duff & Phelps has made 14 acquisitions, including American Appraisal, Blackrock Expert Services Group, and Borrelli Walsh.

Duff & Phelps has 6 investors. Key investors include The Carlyle Group, Permira, Edmond de Rothschild, Pictet Group, and Stone Point Capital.

Duff & Phelps is associated with 2 legal entities: D&P India Restructuring Llp, D And P India Advisory Services Llp.

Yes. Duff & Phelps was acquired by Permira in November 2017.

The legal entities of Duff & Phelps currently have 4 directors, including Patrick Michael Puzzuoli, Aviral Jain, Piyush Patnaik and others.

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