Dan manages and directs CMF’s deal origination team, sourcing deal flow for a network of more than 400 middle-market private equity firms. He maintains relationships with a broad network of investment banks and business brokers, working diligently to bring buyers into unique, sell-side processes. Dan also participates on financial consulting projects, including due diligence, prep for exit, and monthly lender and management reporting projects. Prior to working at CMF, Dan worked in consumer lending at HSBC.
While Dan claims to participate in Tough Mudder and half marathon events, no one has seen any evidence of this. He also enjoys listening to vinyl records and using big words.
Dan has a B.S. in Finance and Risk Management from Temple University.