As a managing director, Dan is charged with sourcing and leading complex financial, operational, and interim management turnaround and restructuring engagements on behalf of debtors, creditors, and other stakeholders.
Dan specializes in turnaround and restructuring. He has more than a decade of experience advising public and private companies, corporate boards, special committees, financial sponsors, lenders, and creditor committees primarily in the energy industry. His financial advisory experience spans interim management, valuation, liquidity and cash management, balance sheet recapitalization/restructuring, preparing projections and business plans, business optimization and transformation, DIP financing, and bankruptcy preparation.
In previous roles, Dan was a managing director at Ankura in the turnaround and restructuring group. Earlier, he was a senior vice president at Houlihan Lokey where he provided expert valuation, fairness, and transaction opinions in connection with complex business transactions including M&A, recapitalization, and restructuring transactions. Dan began his career at Deloitte & Touche in its audit and assurance practice.
Education and Certifications
- Masters of Business Administration in Accounting, University of Colorado at Boulder
- Bachelor of Business Administration in Accounting, University of Colorado at Boulder
- Certified Public Accountant
- CFA Charterholder
- Awarded 2019 Forty Under 40 Emerging Leaders by the M&A Advisor