Daniel Romm
Senior Associate
New York, USA
Daniel is a Senior Associate in Equiteq's New York office, providing support to the M&A execution team across all aspects of a transaction lifecycle.
Value to clients
Direct execution experience working with a variety of software and technology-enabled, founder-owned businesses with successful outcomes to both strategic and financial parties.
Ability to analyze and review complex financial statements and business models and synthesize them into actionable analyses and intuitive key metrics.
Experience
Daniel joined Equiteq in 2022 with 6 years of professional experience across investment banking and capital markets. Prior to joining Equiteq, Daniel worked at Lightning Partners, LSH Partners, and Wells Fargo Securities, where he helped both private and public clients achieve successful financial outcomes through a variety of corporate transactions such as majority recapitalizations, full sales, and capital raises.
Daniel received his Master of Science in Finance degree and his Bachelor of Science in Finance degree from the University of Florida in 2016.
Other things about Daniel
- Competitive chess enthusiast
- Boxing novice
- Enjoys classical writing
EXPERTISE
Technology Services & Outsourcing
Management Consulting
Engineering Consulting & Services
Human Capital Management
Marketing, Communications & Information Services
DEALS
Integrc (SAP GRC consulting)
SOLD TO
EY
Noah Consulting (IT strategy and analytics)
SOLD TO
Infosys
The Test People (IT services)
SOLD TO
Livingbridge/ Centre4 Testing
Activeo (IT services)
EQUITY PARTICIPATION WITHIN
Jusfeedback
Activeo (IT services)
ACQUIRED
Kasturi
Spire Research & Consulting (Market research)
MERGED WITH
Yamada Business Consulting
CompriseIT (IT consulting, SAP)
SOLD TO
BackOffice Associates (a Goldman Sachs portfolio company)
Habber Tec Brazil (IT consulting, IBM)
SOLD TO
GFT
PMsquare (IT consulting, IBM analytics)
MERGED WITH
Cornerstone
P2 Consulting (Project and programme management)
MBO LED BY
Lonsdale Capital Partners
.png)
_USE.png)
.png)
(Use).png)
%20USE.png)
.png)
%20USE.png)
.png)
.png)
%20USE.png)
%20USE.png)
%20-%20USE.png)
%20USE.png)
%20USE.png)
USE.png)
%20USE.png)
%20USE.png)
%20USE.png)
%20USE.png)
.png)
%20USE.png)
%20-%20USE.png)
