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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
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Director Of Investor RelationsBrightview Landscapes 2024 - PresentBlue Bell, Pennsylvania, Us -
Senior Director - Corporate M&AAdapthealth 2020 - 2023Plymouth Meeting, Pa, UsLed 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. -
Corporate Investor RelationsCommscope 2017 - 2019Hickory, North Carolina, UsPrepared 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. -
Senior DirectorFti Consulting Strategic Communications 2016 - 2017Washington, Dc, UsThe 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. -
Senior Vice PresidentIcr 2015 - 2015Norwalk, Ct, UsWe partner with companies to develop strategic communication programs that achieve business goals, manage perceived risk, and enhance long-term enterprise value and reputation. -
Vp, Senior Metals & Specialty Materials AnalystTopeka Capital Markets, Inc 2012 - 2015Senior Metals & Specialty Materials analyst working with an integrated Materials/Industrials sector team. -
Senior Metals & Specialty Materials AnalystAuriga Usa, Llc 2011 - 2012Coverage included: ATI, CRS, HAYN, USAP, CAS, SCHN, WOR, GSM, GTI & BOOM.
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Senior Sell-Side Metals And Specialty Materials AnalystCapstone Investments 2009 - 2011San Diego, Ca, UsLead 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. -
Vice PresidentDahlman Rose & Co. 2008 - 2009UsAssociate analyst on leading sell-side metals and mining team. -
Vice PresidentBear Stearns 2004 - 2008Associate analyst on leading sell-side metals and mining team.
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Equity AnalystHarold C. Brown & Co. 2003 - 2004Buy-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.
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Equity Analyst - Vice PresidentMerrill Lynch Investment Managers 1996 - 2003New York, Ny, UsProvided 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
Dan Whalen Education Details
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Bucknell UniversityMajor: Economics; Minor: Biology -
DelbartonHigh 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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