Daniel Evans

Daniel Evans Email and Phone Number

Principal Advisor and Managing Partner @ Evans & Company
East Hampton, NY, US
About Daniel Evans

I've taken my passion for food, faith, farming, and finance and turned it into an M&A and wealth management practice.I help CPG founders like you craft a financial legacy worth living. Partnering with me ensures the financial confidence and personal fulfillment needed to shape a company aligned with your financial aspirations. Here's the roadmap:1. Connect: We meet to understand your current situation, goals, history, and aspirations.2. Plan: Our planning process leads to scenario planning, mapping out your financial journey.3. Recommend: Drawing on 30 years in venture capital, investment banking, corporate finance, and wealth management, I tailor investing and financial recommendations to your needs.4. Implement: We agree on a plan and move forward with its implementation.5. Monitor: Regular check-ins ensure we stay on track, adjusting as needed.With a wealth of experience covering startup to exit, I bring financial solutions for every growth stage. My sweet spot? Companies with $500k or more in sales.As you build your company, consider the end game. One day, you'll sell, and your wealth—often 90% of your net worth—tied to the creativity and passion invested in your CPG venture deserves preservation. While no one starts a business solely to exit, the understanding is clear: financial rewards accompany the creation of something remarkable. Your efforts deserve recognition and lasting prosperity for generations to come.

Daniel Evans's Current Company Details
Evans & Company

Evans & Company

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Principal Advisor and Managing Partner
East Hampton, NY, US
Employees:
8
Daniel Evans Work Experience Details
  • Evans & Company
    Principal Advisor And Managing Partner
    Evans & Company
    East Hampton, Ny, Us
  • Grover Media
    Financial Writer
    Grover Media Jan 2023 - Present
    Garden City, Ny, Us
    Grover Media is a global media platform created to improve financial decision making by providing conversational, approachable and actionable financial advice and guidance for building wealth and implementing personal financial plans for entrepreneurs, high-performing executives, and their families. The monthly newsletter features premium blogging, audio, and video content in the areas of financial planning, investing, tax, trust & estates, living, home, and wellness. For deeper learning the Company releases courses and books. Grover Media is now the home of the Founder Centric Plan Podcast.
  • Evans & Company
    Chief Executive Officer
    Evans & Company Jun 2013 - Present
    Garden City, Ny, Us
    Evans & Company is a financial advisory company offering investment banking & wealth management services to founders and entrepreneurs at all growth stages. Our strength is in our firm's 30 years’ experience in investment banking, venture capital, corporate finance, and wealth management services.Our mission is to help you make smarter financial decisions to help accelerate your growth plans and secure your future, through financial planning & advisory, and our proven active and thematic investment management that outperforms markets.
  • Merrill Lynch
    Senior Financial Advisor
    Merrill Lynch 2009 - May 2013
    New York, Ny, Us
    As the Senior Financial Advisor, I was responsible for investment banking, corporate finance, and wealth management and monitoring for my clients. I worked directly with my client base in order to address any present and future financial needs. While taking a proactive stance in potential investment opportunities and changes to the financial market, economy, or future valuations.
  • Ubs Wealth Management
    Financial Advisor
    Ubs Wealth Management Dec 2005 - Aug 2009
    Zurich, Ch
    As a Financial Advisor with UBS, I worked with business managers, sports agents, CPA's, and attorneys in order to create financial plans and ongoing oversight, management, and monitoring of their investments. Through this work, I supported my clients in achieving their long term goals and financial security for athletes, entertainers, and actors.
  • Jpmorgan Chase & Co.
    Personal Banker
    Jpmorgan Chase & Co. Mar 2003 - Jun 2005
    New York, Ny, Us
  • Earldom, Ltd.
    New Media Consultant/Owner
    Earldom, Ltd. Nov 1997 - Nov 2002
    Earldom, Ltd. was retained by Fortune 500 companies in order to identify New Media revenue opportunities among emerging internet start-up companies and technologies. In addition, we helped raise funds for a start-up independent record label and helped build an urban music publishing repertoire at W&R Group (Ric Wake and Denise Rich).
  • Bad Boy Entertainment
    Director Of A&R Administration & Business Affairs
    Bad Boy Entertainment 1994 - 1997
    New York, Ny, Us
    I oversaw the financial management and legal administration of all recording projects for albums, singles, remixes, and third party production projects, and was responsible for reporting directly to the CEO. I managed recording budgets, negotiating producer fees, and artist advances working with business managers, lawyers, aggregating album credits, and publishing to facilitate accurate royalty accounting. I also worked directly with cross-departmental leads in Marketing, Sales, and Promotions in order to set release single and album dates.
  • Bear Stearns & Co.
    Analyst, Corporate Finance, Mergers & Acquisitions
    Bear Stearns & Co. 1992 - 1994
    Montreal, Qc, Ca
    I provided analytical support to media and entertainment transactions, totaling over $200 billion. My client list included Time Warner, Walt Disney, Blockbuster Entertainment, Viacom, NYNEX, Carolco Pictures, Charlotte Hornets.

Daniel Evans Education Details

  • University Of Maryland
    University Of Maryland
    Econometrics And Quantitative Economics
  • University Of London
    University Of London
    International Business / Art History

Frequently Asked Questions about Daniel Evans

What company does Daniel Evans work for?

Daniel Evans works for Evans & Company

What is Daniel Evans's role at the current company?

Daniel Evans's current role is Principal Advisor and Managing Partner.

What is Daniel Evans's email address?

Daniel Evans's email address is da****@****ubs.com

What is Daniel Evans's direct phone number?

Daniel Evans's direct phone number is +151645*****

What schools did Daniel Evans attend?

Daniel Evans attended University Of Maryland, University Of London.

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