Kate Daniels
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Kate Daniels Email & Phone Number

M&A Specialist | W&I/R&W Insurance | Post-completion disputes | CA, CPA, CFq
Location: London, England, United Kingdom 9 work roles 4 schools
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Role
M&A Specialist | W&I/R&W Insurance | Post-completion disputes | CA, CPA, CFq
Location
London, England, United Kingdom

Who is Kate Daniels? Overview

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Kate Daniels is listed as M&A Specialist | W&I/R&W Insurance | Post-completion disputes | CA, CPA, CFq based in London, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Kate Daniels.

Kate Daniels previously worked as Senior Vice President - Head of Financial Underwriting, EMEA at Euclid Transactional and M&A Underwriter at Arch Insurance (Uk) Limited. Kate Daniels holds Cfq (Corporate Finance Qualification), Corporate Finance, Business Valuation from Canadian Institute Of Chartered Accountants.

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About Kate Daniels

Kate Daniels is a M&A Specialist | W&I/R&W Insurance | Post-completion disputes | CA, CPA, CFq. They is proficient in French.

9 roles

Kate Daniels work experience

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Senior Vice President - Head Of Financial Underwriting, Emea

Led EMEA financial M&A upskilling effort at this market-leading MGA | Supported underwriting team in negotiating M&A coverage positions | Key role on financial M&A claims management | Business development

Aug 2022 - Jul 2024

M&A Underwriter

London, United Kingdom

Entrepreneurial opportunity to co-lead the in-house M&A offering of this A+ rated insurer | Priced and quoted coverage on hundreds of M&A transactions | Placed 40+ M&A insurance policies for private equity and corporate clients | Cover-holder management | Claims advisory

Jan 2020 - Aug 2022

Senior Manager

Pwc

London, United Kingdom

Feb 2016 - Dec 2019

Manager, Transaction Services

Pwc

San Francisco

Led the execution of due diligence processes for private equity clients such as Permira, KKR, Golden Gate Capital and large corporates such as Hewlett Packard.

Dec 2014 - Jan 2016

Corporate Finance Consultant

Independent

Canada

Building off successes in my previous role, took an opportunity to consult independently on growth projects for Canadian-based clients | M&A advisory | Due Diligence

Apr 2014 - Dec 2014

Principal

Lazer Grant Corporate Finance Inc.

Canada

Sell-side M&A - Successful completion of several mid-market transaction from origination to completion | Interim manager of a Canadian income fund involving daily stakeholder and advisor management, board advisory, C-suite recruitment, portfolio restructuring, and operations management

Apr 2013 - Apr 2014

Manager, Corporate Finance And Transaction Services

Canada

Member of Deloitte's leading western Canadian corporate finance team | Buy and sell-side advisory | Special projects | Business Valuation | Due Diligence

Aug 2011 - Apr 2013

Assitant Manager, Assurance And Advisory

Canada And Australia

Conscientious learning period focused on foundations of financial reporting and audit compliance, learning and putting into practice the foundation skills (IFRS, GAAP) of an excellent future corporate finance professional and advisor | Achieved CPA designation with distinction | Top of Deloitte intake, selected for a competitive exchange programme to.

May 2006 - Aug 2011

Board Member

Legal Education And Action Fund

Winnipeg, Canada Area

Jun 2008 - Dec 2012
4 education records

Kate Daniels education

Cfq (Corporate Finance Qualification), Corporate Finance, Business Valuation

Canadian Institute Of Chartered Accountants

Business And Securities Valuation

Canadian Institute Of Chartered Business Valuators

Chartered Accountant Designation

Chartered Accountant School Of Business

Activities and Societies: Successful UFE candidate, class of 2009, achieving "distinction" honours

Bachelor Of Arts - Ba, Business, Honours, Cis Academic All Canadian

Activities and Societies: Captain of the 3-time national medallist varsity women's basketball team, Academic All Canadian

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What is Kate Daniels's role at their current company?

Kate Daniels is listed as M&A Specialist | W&I/R&W Insurance | Post-completion disputes | CA, CPA, CFq.

Where is Kate Daniels based?

Kate Daniels is based in London, England, United Kingdom.

What companies has Kate Daniels worked for?

Kate Daniels has worked for Euclid Transactional, Arch Insurance (Uk) Limited, Pwc, Independent, and Lazer Grant Corporate Finance Inc..

How can I contact Kate Daniels?

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What schools did Kate Daniels attend?

Kate Daniels holds Cfq (Corporate Finance Qualification), Corporate Finance, Business Valuation from Canadian Institute Of Chartered Accountants.

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