As a Director at Equiteq, Dan provides execution leadership and owns the analytical workstreams for Equiteq’s M&A project teams.
Value to clients
Experience as an advisor to transactions totalling $5bn+ in aggregate value across various sectors
Execution expertise involving both public and private market situations
Deep understanding of financial concepts involved in deal making beyond M&A dynamics, such financing structures, financial sponsor considerations, regulatory considerations, etc.
Ability to navigate clients through negotiations involving special situation considerations and complex stakeholder objectives
Ability to develop, analyze, and synthesize complex corporate financial analysis and transaction models
Prior to joining Equiteq Dan worked at HSBC Securities, AllianceBernstein and Merrill Lynch. In his 10 years of investment banking experience, Dan advised multinational clients across the full spectrum of sectors on corporate transactions such as acquisitions, divestitures, cross border transactions, minority investments and takeover defense, as an M&A generalist.
Dan holds a dual degree in Finance and Entrepreneurship from Babson College.