Dan is the Co-Founder Head of Investment Banking at Cohen Capital Markets ("CCM"). CCM is a full-service boutique investment bank providing M&A, capital markets and SPAC advisory. CCM has emerged as one of the fasting growing firms and leading SPAC advisors on wall street, with 47 deals announced or closed since launching in Q1 2021.
Before founding CCM, Dan served as the Global Head of Internet Investment Banking at Wells Fargo Securities, where he advised numerous leading technology companies. Dan helped grow the technology investment banking business at Wells Fargo and led notable transactions including Carvana's IPO. Prior to Wells Fargo, he was a Technology Investment Banker at BofA Merrill Lynch. where he was involved in high-profile transactions, including the IPOs of LinkedIn, Zulily, and Facebook. Additionally, Dan held a number of finance positions including Chief Financial Officer at Machine Zone, a leading mobile gaming company, and various roles at Riverstone Networks and Intel Corp.
Dan has an MBA from UC Berkeley, BA in Economics from University of Pennsylvania, and a General Course degree focused on Mathematics from the London School of Economics. Dan was born and raised in Silicon Valley and lives in Woodside with his wife and four children.
Thursday June 29, 2023
Steps Towards a Successful De-SPAC
- Managing post-merger governance issues
- Protecting against litigation risks
- Understanding lock-up periods
- Impact of private placements post-merger
- Assessing change-in-control protections
- Shareholder approval of equity incentive plans