Daniel has more than 15 years of valuation experience and is an expert on valuation issues related to Employee Stock Ownership Plans (“ESOPs”). He has been engaged by various ESOP trustees to work on transactions ranging from $1 million to $200 million in enterprise value.

Education

• B.A. - University of Oxford, Politics, Philosophy and Economics (Major in Economics)
• CFA Charterholder

Expertise

In addition, he works with companies looking at the feasibility of an ESOP and how they can source bank debt. He takes pride in working closely with the key parties (management, credit officers, and attorneys) to ensure a successful transaction and typically helps clients to obtain financing packages in the $1 million to $25 million range