“I worked with Dan over several years on four M&A projects in the financial service industry including one company I invested in. I think he is diligent and understands the key deal issues. “
Thomas Peterffy, Founder and Chairman Interactive Brokers Group, Inc.
"I've worked with Dan on several investment banking and strategic situations over the last 10 + years. Dan is very knowledgeable of the issues in the financial service industry and has a wide network of senior contacts. He knows how to push the right buttons to get things done. I would highly recommend Dan as a senior advisor." Bernie Dan, CEO of Sun Trading & former CEO of Chicago Board of Trade and MF Global.
"I've known Dan for many years and have found him to be a valuable resource in thinking through portfolio company strategy. We hired Dan and his team as the investment banker for one of our businesses in the insurance industry and they were able to identify the right buyer for the company. The process resulted in a successful outcome for both the investors and management team."
Scott Schwartz, Partner- CIVC Partners, LP
"I hired Dan for a divestiture of a GE financial service company during a difficult time in the market. He was able to produce several options and closed a deal with results which exceeded our expectations. I felt he understood the business dynamics very well and was able to position the company to maximize value. I trusted his advice throughout the process and was very comfortable working with him." Jon Donahue former GE-Vice president Business Development and currently Senior Managing Director, Profit Insight.
"We hired Dan in 2009 as our banker to assist Fox River with strategic alternatives. Ultimately, our journey lead to the outright acquisition of our company by Sungard Technology, a Fortune 500 company, in mid-2010. Dan's advice and work ethic were instrumental in closing the deal. Subsequent to this transaction, I have watched as Dan has advised and partnered with some of the premier firms in the alternative asset space." Ron Santella Former CEO, Fox River and founder of several Hedge Funds