Dan Whalen

Dan Whalen Email and Phone Number

Investor Relations - Corporate M&A @ BrightView Landscapes
Dan Whalen's Location
Winston-Salem, North Carolina, United States, United States
About Dan Whalen

Rare combination of experience including corporate development (M&A) and investor relations coupled with buy and sell-side equity analyst roles. -- Key member of investor relations team that was ranked #3 by Institutional Investor (II)-- Lead analyst of sell-side equity research team that was ranked #1 by The Wall Street Journal for stock selection within three years of launching franchise-- Key member of sell-side equity research team that was consistently ranked in the top 3 by Institutional Investor (II)-- As buy-side equity analyst consistently outperformed industry and broader benchmarks

Dan Whalen's Current Company Details
BrightView Landscapes

Brightview Landscapes

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Investor Relations - Corporate M&A
Dan Whalen Work Experience Details
  • Brightview Landscapes
    Director Of Investor Relations
    Brightview Landscapes 2024 - Present
    Blue Bell, Pennsylvania, Us
  • Adapthealth
    Senior Director - Corporate M&A
    Adapthealth 2020 - 2023
    Plymouth Meeting, Pa, Us
    Led internal decision-making processes from LOI stage to close, including leading cross-functional teams to ensure sufficient due diligence. Worked closely with executive team in the development of presentation materials for the Board of Directors. Additional responsibilities included operations finance for 10 regions representing approximately $600 million in revenue.• As a team completed over 40 acquisitions in the first two years, while I was the lead on over 15 transactions (typically closed in 90 days from LOI to completion). • Through diligence process led 10+ functional teams, including legal, finance, treasury, insurance, tax, IT security, real estate, human resources, payor contracts, and revenue cycle management. • Partnered with internal analyst and external quality of earnings consultants to build financial model, including synergy targets, and was lead on completing the funds flow analysis for cash free/debt free deals.• Streamlined due diligence process to drive a scalable platform to increase team capacity and return on time. • Mentored junior members of the team to lead smaller deals.
  • Commscope
    Corporate Investor Relations
    Commscope 2017 - 2019
    Hickory, North Carolina, Us
    Prepared a wide scope of earnings materials including earnings releases, presentation slides, scripts and anticipated Q&A as well as materials for conferences and investor events. Monitored industry trends through a variety of avenues including peer analysis, a consensus model and a valuation comp sheet. Helped manage investor relationships and delivered clear and consistent messages that minimized perceived risk and highlighted the attractive investment fundamentals and merits.
  • Fti Consulting Strategic Communications
    Senior Director
    Fti Consulting Strategic Communications 2016 - 2017
    Washington, Dc, Us
    The Capital Markets practice within the Strategic Communications segment provides a variety of service offerings including IPO and Capital Raising, Best Practice Investor Relations Programs, Investment Community Engagement, and Capital Markets and Perception Audits.
  • Icr
    Senior Vice President
    Icr 2015 - 2015
    Norwalk, Ct, Us
    We partner with companies to develop strategic communication programs that achieve business goals, manage perceived risk, and enhance long-term enterprise value and reputation.
  • Topeka Capital Markets, Inc
    Vp, Senior Metals & Specialty Materials Analyst
    Topeka Capital Markets, Inc 2012 - 2015
    Senior Metals & Specialty Materials analyst working with an integrated Materials/Industrials sector team.
  • Auriga Usa, Llc
    Senior Metals & Specialty Materials Analyst
    Auriga Usa, Llc 2011 - 2012
    Coverage included: ATI, CRS, HAYN, USAP, CAS, SCHN, WOR, GSM, GTI & BOOM.
  • Capstone Investments
    Senior Sell-Side Metals And Specialty Materials Analyst
    Capstone Investments 2009 - 2011
    San Diego, Ca, Us
    Lead analyst covering the metals and specialty materials industry. Focus was on specialty materials covering companies ranging from composite producers to titanium and high nickel alloy producers.
  • Dahlman Rose & Co.
    Vice President
    Dahlman Rose & Co. 2008 - 2009
    Us
    Associate analyst on leading sell-side metals and mining team.
  • Bear Stearns
    Vice President
    Bear Stearns 2004 - 2008
    Associate analyst on leading sell-side metals and mining team.
  • Harold C. Brown & Co.
    Equity Analyst
    Harold C. Brown & Co. 2003 - 2004
    Buy-side equity analyst: Responsible for recommending stocks and sector weightings for the healthcare, industrials, and materials sectors. Recommendations outperformed sector benchmarks as well as S&P 500.
  • Merrill Lynch Investment Managers
    Equity Analyst - Vice President
    Merrill Lynch Investment Managers 1996 - 2003
    New York, Ny, Us
    Provided both written and verbal recommendations for the energy, industrials and materials sectors as a member of a team of seven analysts covering the S&P 500 for over 30 portfolio managers. Consistently outperformed sector benchmarks as well as S&P 500. Was promoted from client service associate in January 1998.

Dan Whalen Skills

Materials Buy Side Capital Markets Investments Equities Sell Side Financial Modeling Valuation Equity Research Hedge Funds Investment Banking Equity Valuation Trading Bloomberg Portfolio Management Asset Management Energy Fixed Income Alternative Investments Private Equity Options Series 63 Commodity Management Series 7 Financial Analysis Corporate Finance Due Diligence Finance Derivatives Mergers And Acquisitions Strategy Financial Markets Emerging Markets Risk Management Investment Management Financial Services Strategic Planning Investor Relations Leadership Proven Track Record As A Sell Side And Buy Side Analyst Leveraging All Available Resources Including Fellow Colleagues Influence At All Levels Financial Background Microsoft Excel Microsoft Office Analytical Skills Business Analysis Metals Specialty Materials Trading Systems Mining Equity Trading Electronic Trading Securities Mutual Funds

Dan Whalen Education Details

  • Bucknell University
    Bucknell University
    Major: Economics; Minor: Biology
  • Delbarton
    Delbarton
    High School Diploma

Frequently Asked Questions about Dan Whalen

What company does Dan Whalen work for?

Dan Whalen works for Brightview Landscapes

What is Dan Whalen's role at the current company?

Dan Whalen's current role is Investor Relations - Corporate M&A.

What is Dan Whalen's email address?

Dan Whalen's email address is da****@****ope.com

What is Dan Whalen's direct phone number?

Dan Whalen's direct phone number is (800) 210*****

What schools did Dan Whalen attend?

Dan Whalen attended Bucknell University, Delbarton.

What skills is Dan Whalen known for?

Dan Whalen has skills like Materials, Buy Side, Capital Markets, Investments, Equities, Sell Side, Financial Modeling, Valuation, Equity Research, Hedge Funds, Investment Banking, Equity Valuation.

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