Alan Lee, CPA, CA, CFA, CBV joined Duff & Phelps in 2010 and is a managing director in the Toronto office. Alan has more than 15 years of valuation, disputes and transaction experience.

Alan’s focus is in the mining and natural resource sectors. His clients include many of the world’s largest mining and oil & gas companies, as well as many development stage companies, pension, private equity and hedge funds. Alan’s engagements range from valuations of business, equities, illiquid debt, royalties, streaming arrangements, exploration assets, reserves, midstream and downstream assets, and loss quantification.  Prior to joining Duff & Phelps, Alan was a partner with Cole & Partners, a Toronto-based valuation advisory firm.

He is a contributing author to various topics related to valuations featured in CA Magazine and Canadian Tax Journal and is a guest speaker on valuation topics at various conferences.

Alan received his BA and MAcc from the University of Waterloo. He is a member of the Canadian Venture Capital and Private Equity Association, the Canadian Institute of Mining, Metallurgy and Petroleum and is registered as a FINRA foreign associate.

 
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Other Areas We Can Help

International Arbitration

Independent expert witnesses and arbitrators across a wide array of sectors.

International Arbitration

M&A Purchase Price Disputes

Valuation and loss quantification related to post acquisition purchase price disputes.

M&A Purchase Price Disputes

Tax Litigation

Valuation and financial analysis for income tax filings and disputes.

Tax Litigation

Business Valuation and Appraisals

Duff & Phelps provides valuation and asset appraisal for financial reporting, income tax, investment and risk management purposes.

Business Valuation and Appraisals

Alternative Asset Advisory

Provides an array of consulting services to alternative investment managers and investors.

Alternative Asset Advisory

Tax Valuation

Tax valuation and consulting in connection with transactions, compliance, planning and disputes.

Tax Valuation
Corporate Finance

Corporate Finance

Comprehensive support throughout mergers and acquisitions and other corporate finance transactions.

Corporate Finance

Case Studies

Insights

M&A Advisory

European Chemicals Update – Q3 2020

M&A Advisory
Compliance

Complex Valuations: A Combination of Science and Judgement

Compliance
State and Local Tax

COVID-19 Impact on Commercial Property Taxes – The Bad, the Good and the Ugly

State and Local Tax

News