Daniel Maxfield Email and Phone Number

Member of the Executive Committee; managed the 6 directors over internal affairs and operations.

Worked across various projects and initiatives for the new middle-market buyout fund, including fundraising and as a lead member of the fund’s initial investment.

Led and conducted all phases of valuation engagements including due diligence, financial analysis, industry and macro-economic trends, internal and external reviews, and preparation and presentation of valuation reports to Fortune 500 and private clients in the technology industry (e.g., Microsoft, Qualcomm, HP, Cisco, Oracle, and eBay).* Led team of 6 in valuation of a disputed interactive entertainment license resulting in a net settlement gain for our client >$20MM.* Managed team in due diligence, market research, industry research, financial analysis, and contribution analysis of proposed healthcare technology JV between 2 Fortune 100 companies, resulting in the successful completion of a >$150MM JV.* Directed the teaching, mentoring, and on-boarding of 2 separate classes of analysts.

* Discovered opportunity to perform additional consulting services to biotech client and created financial analysis, planning, and tracking models for client, increasing project revenue by ~50%.* Identified need to standardize due diligence collection form and partnered with key Managing Director to establish a template, which has since been used on >90% of projects and has saved an average of 1 to 2 hours of staff time per project.* Ranked as the top-performing staff member in each annual review cycle.

Performed strategic analyses and projects for the President and CEO and served as a representative of the President for cross department data gathering and analysis.* Developed 10-year econometric model forecasting fuel oil sales (gasoline, distillate, and jet fuel) for a major metropolitan area and presented the findings to the President/CEO and Executive VP of Marketing. Study used to help make a >$100MM joint venture investment decision.* Compiled market share data and reports in key geographical areas to determine company performance.* Performed luxury/vacation real estate analysis which was used in decision to develop new residential golf course community for a ski resort.