“As an entrepreneur, when you can look back with confidence and feel that you made the best possible decision and achieved the best possible outcome there is no better feeling. Our decision to hire Dan and his team gave our business the best possible outcome.  His thoughtful approach combined with strategic expertise was most appreciated. “

Dave Walker | Founder/Former CEO & President, Avista Technologies, Inc.

“Anyone who has the opportunity to work with Dan will understand what a knowledgeable, thorough, effective, and trustworthy man he is. There is no better investment banker or business partner! My opinion is based on working with Dan advising me, and the public company I ran, in not only modifying our strategic direction, but also successfully completing three sale transactions over a two year period.”

Rob Zack | Former CEO, CFO & Board Member, Catalytica Energy Systems, Inc. (Nasdaq: CESI)

“We hired Dan and his team as our bankers to help sell our company. Dan was a delight to work with and is an excellent banker. He was very effective in negotiating with both parties to bring buyer and seller to a mutual agreement. Dan is very skilled in communicating clearly and has a personal charm that makes working with him enjoyable.”

Mike Purcell | Former Shareholder, CFO & VP, Purcell Technologies, Inc.

“Dan and I worked together to help sell a company. He and his team were outstanding in every way--knowledgeable, experienced, professional, easy to work with, and at the same time mindful of their role as advocate for the seller's shareholders. Their relationships with potential purchasers resulted in a plethora of interested parties and multiple offers, which paved the way for a successful transaction and very satisfied clients. I endorse Dan enthusiastically and without reservation.”

Joel Berman | Retired Partner, Elkins Kalt Weintraub Reuben Gartside LLP