Dan Kaczmarek

Dan Kaczmarek
Vice President

PRESENT POSITION

Dan is an investment banker in Chartwell’s Corporate Finance practice.  He supports senior members of the firm with business development and transaction execution, including financial analyses, creation of marketing materials, and the organization of due diligence information.  Dan has worked on a myriad of successful M&A and capital markets transactions within the industries of consumer products, food products, business services, healthcare, and technology. 

 

MEMBERSHIPS AND DESIGNATIONS

Dan is a registered representative with Chartwell affiliate, CCS Transactions, LLC and holds FINRA Series 63 and 79 licenses.

 

PRIOR EXPERIENCE AND EDUCATION

Prior to joining Chartwell, Dan was an investment banker with BMO Capital Markets’ Mergers & Acquisitions group, where he focused on executing sell-side, buy-side, and recapitalization transactions for middle-market clients between $200 million and $2 billion in enterprise value.

 

Prior to joining BMO, Dan was a member of Stout Risius Ross’s Valuation and Financial Opinions group, where he focused on ESOP equity valuations.  Additionally, Dan advised ESOP trustees in sell-side, buy-side, and recapitalization transactions.

 

Dan earned a Bachelor of Science degree in business administration with concentrations in finance and legal studies from the University of Miami in Coral Gables, Florida.