Daniel R. Gilman

Daniel R. Gilman Email and Phone Number

Co-Founder, CEO TriPeak Group @ TriPeak Group
Daniel R. Gilman's Location
New Hope, Pennsylvania, United States, United States
Daniel R. Gilman's Contact Details
About Daniel R. Gilman

As the co-founder and CEO of TriPeak, Dan is a seasoned finance and investment leader with a track record of excellence across buy-side, sell-side, and operational disciplines. His expertise extends to the strategic launch and management of both private equity and hedge fund entities, showcasing his adeptness in capital raising and fund operations.With a deep background in investment banking, Dan has steered multiple M&A transactions with equity values up to $500 million, and has a proven track-record working with early-stage equity, corporate debt, and real estate financing. His advisory proficiency encompasses a spectrum of financial instruments, including private equity, tax-exempt debt, mezzanine financing, and innovative funding structures like QOZ funds and EB-5 capital.Dan's real estate experience is comprehensive, focusing on public assets and public-private partnerships, with a deep understanding of various tax credits and financing methodologies. In the corporate sphere, he has driven significant initiatives in financial services, including acquisitions in the financial services and FinTech sectors, as well as in the health tech space, contributing to the growth of early-stage pharmaceuticals and medical technologies.His strategic insights into real estate investments are broad, encompassing multifamily housing, industrial, retail, and healthcare facilities, alongside specialized segments like hospitality, tribal gaming, data centers, and renewable energy infrastructure. Dan's leadership at TriPeak embodies a fusion of financial acumen and operational savvy, steadily building the firm's reputation for technical innovation and success in complex market landscapes.

Daniel R. Gilman's Current Company Details
TriPeak Group

Tripeak Group

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Co-Founder, CEO TriPeak Group
Daniel R. Gilman Work Experience Details
  • Tripeak Group
    Co-Founder, Ceo
    Tripeak Group Jul 2020 - Present
    New Hope, Pa And Chicago, Il
    TriPeak excels in providing sophisticated financial and operational solutions to private equity fund managers, real estate developers, and burgeoning small businesses. Known for its proprietary software, the company empowers clients with unparalleled project oversight and strategic cash management, ensuring meticulous financial control and streamlined efficiency. With a foundation built on expert financial advisory and innovative investment strategies, TriPeak is dedicated to fueling growth and fostering success in complex market environments.As co-founder and CEO of TriPeak, Dan has been pivotal in the company's growth, expanding its client base to over 12 key partners and stewarding over $600 million in assets under operation. He is the leading force behind the firm’s financial advisory engagements, ensuring a high-caliber of strategic guidance and operational excellence.
  • Decennial Group
    Head Of Investments & Cfo
    Decennial Group Jan 2019 - May 2023
    Chicago, Il
    Decennial Group is a pioneering integrated developer-builder investment platform that has directed nearly $100 million into transformative QOZ investments across the United States. With a specialized team that encompasses top-tier developers, savvy real estate and energy investors, seasoned builders, and regulatory experts, Decennial stands at the forefront of the Opportunity Zones marketplace. The firm is dedicated to making scalable and enduring investments with the goal of catalyzing the revitalization of communities nationwide.As Decennial Group's inaugural employee, Dan was integral to every facet of the firm's launch and the creation of its fund management platform. He was both the Head of Investments for the first three QOZ funds and also strategically guided the company's finances as CFO. Under his leadership, the platform grew quickly, amassing nearly $100 million in QOZ assets under management and expanding to a dedicated team of over ten employees.
  • Hammond Hanlon Camp Llc
    Managing Director, Head Of Project Finance
    Hammond Hanlon Camp Llc Jun 2016 - Jan 2019
    Nyc
    H2C is a distinguished strategic advisory and investment banking firm, delivering premium advisory services to entities in the healthcare and higher education sectors, as well as those involved in real estate and healthcare technology. Within this firm, Dan was instrumental in bolstering the investment banking and capital markets division, focusing on healthcare project finance. He successfully orchestrated financing for a variety of new construction projects in healthcare and infrastructure, demonstrating his acumen in navigating complex financial landscapes. As a lead banker, Dan's expertise shone through in middle-market M&A transactions, notably in specialty pharmacy and class-action lawsuit servicing.
  • Jefferies
    Managing Director, Head Of Municipal Capital Markets / Co-Head Of Infrastructure Investment Banking
    Jefferies Jul 2011 - Jun 2016
    Nyc
    Jefferies Investment Banking is a global leader, offering deep sector expertise and broad advisory and capital markets capabilities to corporate and financial sponsor clients. With approximately 1,300 investment banking professionals across the Americas, Europe and Asia, the firm provides global coverage across all products and sectors.At Jefferies, Dan played a central role in expanding the Public Finance business, skillfully managing the origination, structuring, and marketing of a diverse portfolio of deals. His expertise spanned an array of financial instruments, including Municipal Debt, Project Finance, Structured Finance, Derivatives, and Real Estate, as well as innovative Public-Private Partnerships, Direct Loans, and Below Investment Grade transactions. Co-leading the infrastructure investment banking team, he was a driving force behind its strategic direction and growth.
  • Fundamental Advisors Lp
    Chief Investment Officer
    Fundamental Advisors Lp Jan 2009 - Jul 2011
    Nyc
    Founded in 2007, Fundamental is a leading alternative asset management firm dedicated to municipal and public purpose investing. The firm operates at the intersection of municipal finance, community assets and special situations.Overseeing Fundamental's inaugural Fund 1, a $350 million Private Equity fund focused on distressed Municipal Debt, Dan was entrusted with the comprehensive investment process, particularly in public asset and real estate deals. He adeptly led the acquisition, underwriting, structuring, closing, funding, management, and eventual exit of all transactions. As the Head of the Investment Team, he steered a group of seven professionals and was instrumental in deploying over $410 million across 21 deals. Dan's involvement extended beyond investment activities, as he played a critical role in capital raising, investor relations, and operational and accounting functions, ensuring a cohesive and robust fund performance at the senior level.
  • Citi
    Managing Director, Head Of Special Situations Trading Desk
    Citi Feb 2000 - Jan 2009
    Nyc
    Citi's Public Finance division is renowned for its leading position in the sector, historically recognized as a powerhouse for its extensive expertise and commanding presence in the market. With a legacy of top-tier rankings, Citi has been a formidable force in underwriting and advisory services, consistently facilitating billions of dollars in transactions annually to support infrastructure, development, and public projects across the nation.At Citi, Dan served as the Head of the Special Situations Proprietary Trading Desk, skillfully managing large risk positions and directing a dedicated Investment Team of four. His investment strategy was centered on public-purpose assets and companies, with a strong focus on healthcare, senior care, and affordable housing sectors, culminating in the commitment of over $200 million across 11 pivotal deals.In addition to his trading responsibilities, Dan was also charged with the Portfolio Management of a substantial $15 billion distressed housing portfolio encompassing affordable housing bonds, loans, construction loans, and tax credits. He acted as the primary liaison with key government regulators, including the SEC, FDIC, OTS, and the Federal Reserve, while also providing critical and innovative analytical analysis to expand the bank's CRA strategy to include the incorporation of structured LIHTC products. Dan played a critical role in the strategic acquisition of Newman Capital, a $500 million purchase of a boutique investment bank, where he lead the closing and seamless integration of the new business into the bank's existing operations. Dan also led the Investment Bank's recruiting effort at MIT for two years for both undergraduate and graduate hires.

Daniel R. Gilman Skills

Capital Markets Private Equity Investments Investment Banking Portfolio Management Structured Finance Financial Structuring Trading Bonds Derivatives Mergers And Acquisitions Finance Project Finance Management Investor Relations Special Situations

Daniel R. Gilman Education Details

Frequently Asked Questions about Daniel R. Gilman

What company does Daniel R. Gilman work for?

Daniel R. Gilman works for Tripeak Group

What is Daniel R. Gilman's role at the current company?

Daniel R. Gilman's current role is Co-Founder, CEO TriPeak Group.

What is Daniel R. Gilman's email address?

Daniel R. Gilman's email address is da****@****oup.com

What schools did Daniel R. Gilman attend?

Daniel R. Gilman attended Mit Sloan School Of Management, Wesleyan University.

What are some of Daniel R. Gilman's interests?

Daniel R. Gilman has interest in Road And Mountain Bike Riding, Children, Biking And Chasing After My Four Kids, Running, Chasing After My Four Kids, Arts And Culture.

What skills is Daniel R. Gilman known for?

Daniel R. Gilman has skills like Capital Markets, Private Equity, Investments, Investment Banking, Portfolio Management, Structured Finance, Financial Structuring, Trading, Bonds, Derivatives, Mergers And Acquisitions, Finance.

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