Daniel Shimer Email & Phone Number

Dallas, Tx, Us

Dallas, Tx

Founded this Family Partnership focused on a diversified personal investment portfolio invested in real estate, hospitality, health care, multi-family, oil and gas, venture capital and public and private securities. Also has provided Advisory Services and Directorship roles.

Dallas, Tx

Co-founded this Private Equity business which is focused on later stage control investments in Companies with $5 to $20 million in Revenue. Concentrations in technology and technology services in Texas. At 12/31/15 approximately $150 million under management in three Funds.

Dallas, Tx

Transaction Sourcing, Co- Investor, Evaluation, Recommendation and mentoring. Advisory role and Directorship of portfolio company's. Served as interim COO and CEO on three portfolio Company's

Expert in M&A, Industry Consolidations, Public Offerings, Conversion and Consolidation of Acquired Entities, Management of External Relations, SEC Financial Reporting, Analyst Relations, HR, Legal Compliance, Lending, Shareholder Relations, Accounting, Information Systems. Business grew from a startup to over $1 billion in Revenues in 3 years, with 31 acquisitions and two public offerings.

Dallas, Tx

A large chain of franchise Yogurt based food service stores combined with a wholesale division that sold a different product line directly to retail grocery and sports venue's. Provided overall direction to the business in an operating capacity, acted as the CFO with traditional responsibilities and fully managed the Sales, Marketing and Operations of the Wholesale Division.

Sydney, Australia

Overall management and direction of this Pacific Rim computer hardware business generating $125 million (Australian) in Revenue with 300 employees and 8 branches. Served functionally as COO and CFO

Denver, Colorado

CFO of two NYSE listed Company's while affiliated with Mr. Bard, who was the CEO / COO of the busines. 2/83 FoxMeyer Drug (NYSE / FXM) - joined with founder shares to grow this business focused on consolidating the Pharmacy distribution business. Co-Lead with the CEO the IPO in 1983. Business grew to $2 billion plus and was sold in 1986. Then in 1986 was part of a group that acquired Coast To Coast Hardware (NYSE / CTC), a consolidation of the hardware distribution business which we also took public thru an IPO in 1987. Business grew to over $800 million and was sold in 1989

Accounting / Finance

Bachelor Of Science (Bs), Marketing, Accounting, Finance