Daniel Klausner Email & Phone Number

New York, Ny, Us

Los Angeles, Ca, Us

Lead the U.S public equity and IPO capital markets advisory practice for Houlihan Lokey's corporate and financial-sponsor-backed clients. Advise companies on key issues and relationships throughout the capital raising process including capital market financing alternatives, monetization options, investor sentiment, market trends, monetization strategy, equity story, Investment Banker and Research Analyst selection. Exceptional client relationships.• Advise companies on Private and Public strategic capital and monetization alternatives including public and private solutions and mergers & acquisitions. Significant expertise with distressed public companies.• Advise owners including sponsors on monetization alternatives for private and public companies.• Advise owners and companies on Investment Bank and Equity Research Analyst selection, structuring, development of the equity story, timing and preliminary independent views on valuation, sizing, pricing, allocation and the IPO/ equity raising process.• Independent Capital Markets Advisor to C-Suite, Private Equity, Venture Capital, Family Office and Corporates.• Originated new business opportunities and cultivated senior level client relationships. • Significant National Press coverage (Bloomberg, WSJ, Reuters, The Deal, CFO Magazine, Mergermarket, The Information, Marketwatch) and origination of Thought Leadership pieces.• Frequent speaker at External National Equity Capital Markets conferences.

Gb

• Led the Capital Market Advisory practice (Equity and Debt) in advising companies on key issues and relationships throughout the capital raising process including capital market financing alternatives, investor sentiment, market trends, equity and debt story, Investment Banker and Research Analyst selection and KPI market trends. Exceptional client relationships.• Extensive financial operating expertise with CEOs & CFOs on budgeting, projections and reporting along with communicating to the Street.• Significant National Press coverage (Bloomberg, WSJ, Reuters, The Deal, CFO Magazine) and origination of Thought Leadership pieces.

Washington, Dc, Us

• Capital Markets Advisory, private equity fundraising, pre-IPO readiness, capital alternatives.

Zurich, Ch

Led the origination and execution of lead-managed equity products. Advised clients on structuring, capitalization, projections, pre-IPO readiness, due diligence, corporate governance, timing, positioning, valuation and pricing strategy. Exceptional client relationships.• Advised 100+ clients on more than $150 billion of financings across a wide array of strategic financing activities including IPOs, follow-on offerings, block trades, carve-outs, spin-offs, carve -outs, equity-linked and private placements. • Established senior level relationships across industries including consumer, healthcare, technology, oil & gas, REITs, MLPs, financial institutions and industrials. • Led franchise transactions including: Banco Santander Mexico IPO, General Growth Properties restructuring/IPO, Margaret Cargill Trusts advisory/Mosaic sell down, Cadbury Schweppes and Dr. Pepper Snapple demerger/spin off, Maidenform IPO, MPLX IPO, Qihoo 360 IPO and Visa IPO.• Permanent member of the Equity Commitment Committee which approved all UBS underwritten equity transactions. • Coordinated global efforts in Asia, Europe and Latin America for franchise transactions.• Initiated Equity Capital Markets’ cross-selling efforts with Private Wealth Management for IPOs and corporate services which lead to mandates for IPOs and corporate services.• Generated new business origination mandates through client relationships, pitches and pre-IPO teach-ins.• Lead the development and execution of UBS' first West Coast and New York City IPO Conference.

New York, Ny, Us

• Senior relationship banker responsible for oversight of entire execution process of lead-managed equity and debt products including IPOs, Follow-Ons, Carve-Outs, Spin-Offs, High Yield and Leveraged Loans. Exceptional client relationships.• Active across all verticals including: Industrials, FIG, Retail & Consumer, Internet, Technology, Telecom, Healthcare and Oil& Gas.• Active on significant franchise equity transactions including JR East, Time Warner Telecom, Lanier Worldwide, IDG, Peterson Companies and Unibanco (Brazil).• Significant international transaction experience.

Us

• Industrial Sector coverage and P/E coverage for IPOs, Mergers & Acquisitions, High-Yield and Carve-Out transactions.• Significant transactions include EDS, DR Horton.

New York, Ny, Us

• Industrial Sector coverage and P/E coverage for IPOs, Mergers & Acquisitions, High-Yield and Carve-Out transactions.• Significant transactions include equity (IPOs, Follow On) for Owens-Illinois, RJR, Maybelline, Dana, EDS, GMH and General Motors.

Bs In Economics, Finance Major And Anthropology Minor

Master Of Business Administration (Mba)

B.S. In Economics