Daniel P. Ferry Email & Phone Number

Blue Bell, Pennsylvania, Us

Vice President in the Global Finance organization, responsible for optimization projects, capital budgeting, restructuring, and M&A / corporate development activities Reporting to the EVP & CFO, manage a portfolio of global, corporate led projects that are aimed to improve business performance, including product/service portfolio and delivery modification, resource re-allocation, restructuring and cost optimization. Also responsible for all global Business and Corporate Development, such as M&A/joint ventures/partnerships/divestitures and other inorganic strategic opportunities.Develop and create detailed financial business cases, risk assessments and related qualitative and quantitative materials for presentation to the CEO/CFO/Investment Committee/Board of Directors to support the approval of corporate led projects and/or transactions. Quantitative analysis includes leading/performing all due-diligence, financial modeling, valuation modeling related to corporate approved projects and transactions. Responsible for the M&A transaction process from start to finish (i.e.: sourcing, NDA, LOI, APA/SPA, due diligence, complex financial modeling, negotiations, documentation, closing and post-closing tasks such as integration planning and transition ) with internal and external functional representatives (legal, accounting, HR, third parties, etc.) Facilitate the identification of trends and growth opportunities in the IT market with Unisys Regional, Business Unit, Horizontal and Vertical business leaders; identify internal strategic gaps and develop opportunities to address these gapsSubject matter expert in cloud computing, infrastructure services, applications services, security solutions, and software https://www.unisys.com/leadership/daniel-ferry/

Blue Bell, Pennsylvania, Us

Primarily supported all acquisition/divestment/joint ventures/partnerships processes from start to finish. Responsibilities included the performance of all due-diligence, modeling, financial valuations for the presentation of M&A/divestment opportunities to senior leadership/investment committee. Supported the overall M&A transaction process (i.e.: sourcing, NDA, LOI, APA/SPA, due diligence, negotiations, documentation, closing and post closing tasks) with functional representatives (legal, accounting, HR, third parties, etc.) Supported the design and deployment of the corporate growth process through acquisitions & divestments to drive consistent execution of the companies growth and margin expansion objectives.Identified and drove key critical initiatives at corporate and BU levels which supported growth (e.g., including cost optimization, corporate restructuring, resource re-allocation, and product portfolio modification and expansion including championing specific M&A/ an cost-restructuring opportunities.) Performed all strategic and compliance valuation reports for capital allocation, financial reporting (goodwill impairment) and for shareholder and tax strategy purposes. Supported several profitability improvement programs related to troubled businesses and assets.

Villanova, Pennsylvania, Us

Director of Acquisitions Milestone Partners (Milestone II Fund / $120M). Responsible for the sourcing and initial due-diligence and financial analysis process for a middle-market leveraged buyout firm. Developed deal evaluation strategy process and acquisition/forecast models. Attended industry conferences and gathered ongoing intelligence on emerging markets/ trends to enhance the understanding of competitive landscapes, to position the fund for increased effectiveness in quality add-on and new platform opportunities. Implemented the installation of new acquisition tools (financial selection tool, CRM, Salesforce.com) for the purpose of managing processes to track, measure, report on results of acquisition initiatives.

Vice President, Investment Banking at Commerce Bancorp (d/b/a Commerce Capital Markets Group), now TD BankCorp. Responsible for providing M&A and valuation advisory services to corporate clients in connection with acquisition/divestitures, financial advisory and equity capital transactions. Commerce Capital Markets Group was focused on the needs of middle market and emerging growth companies. Managed on behalf of its clients the overall M&A transaction process (i.e.: sourcing, NDA, LOI, APA/SPA, due diligence, negotiations, documentation, closing) with external representatives.Responsibilities included the management and preparation of complex valuations of business entities and corporate securities within the private and public sector, in connection with financial reporting and financial advisory projects.Responsible for developing new processes and methodologies for generating new capital market business that was in line with the Commerce Banks rapid expansion outside the Mid-Atlantic region.

Charlotte, Nc, Us

Vice President of Investment Banking at Bank of America, a successor to Fleet Boston Financial (d/b/a Fleet M&A Advisors) and Howard Lawson & Co. Responsible for providing advisory services to corporate clients in connection with acquisition/ divestitures and equity capital transactions. Including identifying and screening prospective acquirers/sellers, and sources of equity/debt capital, developing marketing materials, and advising on transaction structure. Responsible for the overall M&A transaction process (i.e.: sourcing, NDA, LOI, APA/SPA, due diligence, negotiations, documentation, closing) with external representatives.Responsibilities included the management and preparation of complex valuations of business entities and corporate securities within the private and public sector, in connection with acquisitions/divestitures, financial reporting (goodwill impairment), carve-outs, employment compensation, ESOP and tax/estate planning, and fairness opinions.

Planned, managed and supervised the preparation of financial statements and footnote disclosures for public and privately held clients within the assurance and business advisory practice Promoted from intern/associate to senior associate. Started as an intern, hired as an associate at conclusion of internship

Master Of Business Administration (M.B.A.), Finance

Bachelor Of Science (Bs), Summa Cum Laude, Accounting