Dan Oxman Email & Phone Number

Currently Head of Corporate Strategy and Financial Planning at Banc of California.As former Director of Bank Research at Jacobs Asset Management, LLC, Dan helped more than double AUM which peaked at over $700M in assets. Dan drove the bank research process for JAM’s hedge fund and private equity funds through deep analytical and fundamental modeling, consistent management meetings and network driven idea generation. He acquired a deep executive rolodex and served as board observer for several banks. Dan was also instrumental in investing several hundred million dollars in private capital across several financial services focused private equity funds. Investments included recaps and turnaround stories in addition to growth capital generating strong IRRs. Previous to JAM, Dan worked at RBC Capital Markets as an investment banking associate focused on financial services companies. During his tenure there he closed over 25 transactions including M&A, Capital and Debt with an aggregate transaction value of over $25 billion (includes VISA IPO and Wells Fargo Follow-ons). Dan began his career at the Carlyle Group where he was a senior fund accountant and obtained a CPA license.Specialties: At JAM, Dan utilized a consistent and repeatable investment framework and diligence process with a heavy emphasis on variant views, bottoms-up analysis, monetization of catalysts, earnings revisions, absolute/relative valuation, alternative data, thematic trends, and market driven set-up.At RBC Capital Markets Dan Performed valuation analyses by developing rigorous operating models, LBO models, discounted cash flow / NPV / IRR analyses, sum-of-the-parts analyses, comparable trading and transaction analyses, and IPO valuationsAt the Carlyle Group Dan facilitated quarterly financial reporting to investors including investment performance analysis with FMV valuations, capital calls and distributions, annual audits, tax returns and investor relationship managementDan is a CPA and level III CFA candidate.

Listed skills include Financial Modeling, Private Equity, Valuation, Investment Banking, and 32 others.

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  University Of Maryland

  Finance & Accounting