UHY Corporate Finance
Dan has extensive investment banking and consulting experience and is a FINRA licensed representative, having earned his Series 82, Series 79 and Series 63 licenses. He is a client focused advisor with 14 years of investment banking and consulting experience.
His engagements include sell-side and capital advisory services serving strategic and private equity clients; divestitures and carve-outs; buy-side processes and acquisition strategy; and debt funding.
Dan also has extensive experience with all aspects of a transaction process including strategic positioning to optimize value; identifying potential buyers/ acquisition targets; facilitating management presentations; managing due diligence processes; and reviewing purchase and sales agreements.