Dan has eight years of experience investing in and advising middle market companies. Before joining RiverGlade Capital, Dan was a Senior Associate at The Edgewater Funds and, prior to that, an Associate at Swander Pace Capital. During his time at Edgewater and Swander Pace, Dan was involved in all aspects of each firm’s investment process, including deal origination and execution, debt financing and refinancing transactions, portfolio company sales, add-on acquisitions, and restructurings, as well as monitoring of portfolio companies in the healthcare, consumer, and industrials sectors. Previously, he was an Investment Banking Analyst at William Blair & Company, where he executed sell-side and buy-side transactions for private equity firms, publicly traded companies, and privately held and family-owned businesses in the consumer & retail sector. Dan began his career as a Financial Advisory Services Analyst at Houlihan Lokey, where he provided fairness opinions, solvency opinions, and valuations for privately held and publicly traded companies across a variety of industries.
Dan holds a BBA in Finance from University of Michigan’s Ross School of Business and an MBA from Northwestern University’s Kellogg School of Management.
Dan resides in Chicago with his wife.