Daniel Lines Email & Phone Number

Park City, Ut, Us

Westminster, Colorado, Us

1) Full Income and Balance Sheet responsibility for Trebor International, a premium manufacturer of high purity fluid transfer solutions for the semiconductor and chemicals markets2) Partner with General Manager and multiple levels of executives within the IDEX Corporation to formulate and execute a corporate strategy with emphasis on bottom-line growth3) Manage a team of finance, accounting and IT professionals to enhance shareholder value by creating and executing a financial strategy. Includes proactive analysis to make key business decisions, manage Working Capital, Gross Profit and EBITDA margin improvement, Capital Expenditures, Cash, and annual/monthly budgeting and GAAP reporting4) Established internal control process and procedures to ensure GAAP and legal compliance required for a public company

Northbrook, Illinois, Us

IDEX Corporation (NYSE: IEX) is an applied solutions company specializing in fluid and metering technologies, health and science technologies, and fire, safety and other diversified products built to its customers’ exacting specifications. IDEX has annual revenues in excess of $2 billion and sells products in niche markets to a wide range of industries throughout the world. The growth of IDEX is driven by focusing on organic investments and strategic acquisitions, utilizing a superior operating model and a disciplined acquisition strategy.Director of Corporate Development, M&A1) Facilitate M&A pipeline development, including identifying, assessing and cultivating potential acquisition targets2) Track business trends and identify opportunities within the marketplace, engage with external management, both financial and strategic, to evaluate targets based on IDEX's disciplined acquisition criteria3) Work with internal business leaders to screen potential opportunities, identify synergies, market growth potential, and lead valuation to develop internal recommendation to executive management4) Manage internal acquisition or divestiture teams across all functional areas, lead financial diligence, ensuring the completing of all diligence, and see the transaction through all formal approval and negotiation processesSelected Acquisition Experience1) Novotema, SpA, manufacturer of specialty seals for industrial and transportation markets (€57 million, April 2015)2) Alfa Valvole, manufacturer of specialty valves used in the chemical, and energy markets (€102 million, June 2015)3) Akron Brass, global manufacturer of safety and emergency response equipment ($224 million, February 2016)4) SFC Koenig, manufacturer of metal–to–metal seal and flow control solutions for auto markets (€217 million, July 2016)

Northbrook, Illinois, Us

1) Work with GMs in all 60 business units, and 15 operating platforms to understand key trends in each unique end markets2) Lead corporate financial analysis efforts, including, developing financial monthly/quarterly/annual forecasts, stress-testing platform results, and work with accounting/IT team to develop advanced financial analytics3) Created valuation model and methods for analysis of all targets, and led valuation effort for all potential transactions4) Prepared management for public reporting, including writing earnings and press releases, and script for quarterly calls5) One of a four member investor relations team (CEO/CFO/CAO) to communicate with key IDEX investors and public equity analysts regarding end market trends, business updates, and financial results

New York, Ny, Us

Transaction Services, Senior Associate1) Financial and accounting due diligence services for merger and acquisition recommendations to strategic buyers and private equity investors2) Identify key business drivers, trends in profitability and significant concentrations of riskRestructuring, Associate1) Work with senior consultants, company management, equity holders and senior lenders to assist in debt restructuring and operational improvements2) Deliver performance improvement solutions, including compliance, resource deployment and process enhancement3) Perform financial modeling, including development of financial projections, debt structures, liquidity scenarios, cost initiatives, financial performance analysis and assistance with cash flows

Toronto, On, Ca

1) Execution of middle market M&A within the education, food, commercial & industrial, and consumer products industries2) Financial modeling including leveraged buyout, discounted cash flow, accretion/dilution, merger model, comparable public company, and comparable transaction analyses3) Creating sales presentations for potential sell-side and buy-side clients4) Additional responsibilities include due diligence, drafting of offering memoranda, negotiating confidentiality agreements, creating management presentations, and compiling data rooms

New York, Ny, Us