Financial services valuations

Helping financial services and insurance companies meet their valuation needs in today’s complex environment

Jennifer Van Dalen

Jennifer Van Dalen

Principal, Valuation & Business Modeling Services, KPMG US

+1 212-872-3560

The financial services and insurance industries have experienced rapid change with increases in digital transformation, regulations, and shifting demographics. Valuations for financial services and insurance companies require significant technical knowledge specific to the industry and an understanding of the regulations of which they are governed. Whether for financial reporting, tax planning, or transactional advisory, we can provide extensive knowledge and experience to help meet your goals.

KPMG is intimately familiar with the unique complexities of financial services and insurance. We specialize in valuation and advisory services for all financial service sectors including: Depository Institutions, Financial Technology (FinTech), Insurance Companies, Investment Management, Alternative Investments, and Specialty Finance & REITs.

Our value lies in the strength of our valuation professionals and their experience working with our diverse client base, as well as the strong relationships with tax and audit professionals within our firm. This experience, along with our exposure to all major international markets, strongly positions us to assist our clients in recognizing opportunities and taking actions in response to industry, marketplace, and regulatory changes.