Duff & Phelps Expands Compliance and Regulatory Consulting Services with Acquisition of CounselWorks, LLC

Enhances Duff & Phelps’ Leadership in Financial Services and Alternative Asset Advisory

NEW YORK--()--Duff & Phelps, the premier global valuation and corporate finance advisor, today announced the acquisition of CounselWorks, LLC. CounselWorks, founded in 2006 by Rosemary Fanelli and Ron Resnick, is a leading provider of compliance and regulatory advisory services in the U.S. to clients in the alternative asset management sector. Led by Ms. Fanelli, who serves as the firm’s Chief Executive Officer, CounselWorks will be incorporated into Duff & Phelps’ global Compliance and Regulatory Consulting (CRC) practice. Ms. Fanelli will lead Duff & Phelps’ Compliance Consulting practice in the U.S., and will report to Julian Korek who runs the CRC practice globally.

Jacob Silverman, President of Duff & Phelps, said, “Through our combination with CounselWorks, Duff & Phelps continues to enhance our position as a best-in-class provider of compliance and regulatory advisory services on a global basis. Duff & Phelps is committed to helping our clients meet the increasing demands of a complex and evolving regulatory environment. We could not be more excited to welcome Rosemary and the CounselWorks team to Duff & Phelps.”

Ms. Fanelli added, “I look forward to combining our two great teams, and advancing our combined reputation in the alternative asset management world. I am confident that our clients and employees will benefit from this combination of like-minded organizations.”

Financial terms of the transaction were not disclosed.

About Duff & Phelps

Duff & Phelps is the premier global valuation and corporate finance advisor with expertise in complex valuation, dispute and legal management consulting, M&A, restructuring, and compliance and regulatory consulting. The firm’s more than 2,000 employees serve a diverse range of clients from offices around the world. For more information, visit www.duffandphelps.com.

M&A advisory and capital raising services in the United States are provided by Duff & Phelps Securities, LLC. Member FINRA/SIPC. Pagemill Partners is a Division of Duff & Phelps Securities, LLC. M&A advisory and capital raising services in the United Kingdom and Germany are provided by Duff & Phelps Securities Ltd., which is authorized and regulated by the Financial Conduct Authority.

Contacts

Media:
Duff & Phelps
Marty Dauer, +1-212-871-2116
marty.dauer@duffandphelps.com

Contacts

Media:
Duff & Phelps
Marty Dauer, +1-212-871-2116
marty.dauer@duffandphelps.com