DANIEL B. PRICE
** *** *** ***** ****: (***) *** - 3597
Enola, PA 17025 abmr1y@r.postjobfree.com
National Association of Certified Valuation Analysts - Accredited Valuation
Analyst (AVA)
Vice President / director
Mergers & Acquisitions / Business Valuation / Business Development
> Savvy business executive with extensive mergers and acquisitions,
valuation and consulting experience.
> Proven producer with a talent for developing strong and sustainable
relationships that drive revenue and increase profitability.
> Specialized, industry specific expertise within the insurance
distribution and financial service sectors.
> Successful entrepreneur with a track record of establishing,
capitalizing and overseeing profitable closely held businesses.
Contributing author to Insurance M&A Sourcebook published by National
Underwriter, and author of several articles for industry leading national
and regional periodicals.
Areas of Expertise
Mergers & Acquisitions
Business Development
Contract Negotiations
Transaction Pricing and Structuring
Competitive and Operations Analysis
Performance Based Compensation
Valuation (FMV / FV):
Mergers & Acquisitions and ESOP's
Buy / Sell Shareholder Disputes Litigation Support
Personal / Enterprise Goodwill
Fairness Opinions
Business / Succession Planning
Benchmarking Studies
Seminars & Presentations
Prospecting & Referrals
Capital Solutions
Due Diligence Support
Professional Experience
Hales & Company Inc., Harrisburg, PA 2007 - Present
One of the oldest and most experienced advisory and investment banking
firms dedicated exclusively to the insurance industry. Assists insurance
agents and brokers, insurance companies, and related financial services
organizations at all stages of growth and development - from early stage
planning through sale, merger or acquisition.
Vice President
. Lead and support complex full scope Buy Side and Sell Side activities:
- Business Development
- Goal Development and Assessment
- Business Valuation
- Offering Memorandum Composition
- Prospective Buyer / Seller Solicitation
- Transaction Negotiation
- Deal Pricing and Structuring
- Legal Agreement Review
- Accounting / Due Diligence Support
. Execute valuation assignments, conduct industry research and lead
benchmarking studies.
. Be a purveyor of transaction and valuation expertise through
presentations and seminars to senior executives and trade groups.
. Engage in proactive business development strategies, including
prospecting and client relationship development, to increase market
presence and firm revenue: over the trailing twenty-four months -
< Generated in excess of $525 thousand in transaction advisory /
success fee revenue;
< Was responsible for greater than $75 thousand in valuation and
consulting revenue.
WFG Capital Advisors LP, Harrisburg, PA 2004 - 2007
(Acquired by Hales & Company in 2007)
Was a nationally recognized financial advisory firm focused on mergers and
acquisitions, and strategic consulting for the insurance industry.
Director
DANIEL B. PRICE
abmr1y@r.postjobfree.com Page 2
Braverman Financial Associates, Lancaster, PA 2000 - 2002
An independent financial planning firm that assists closely held
businesses, foundations, trusts, pension plans, and high-net-worth
individuals with investment portfolio management. In 2002 the firm managed
assets in excess of $60 million.
Service Specialist
. Conceived and implemented marketing and business plans to drive
corporate visibility and revenue opportunities.
. Analyzed taxes and performed equity securities and mutual funds
trading.
. Assisted clients with product inquiries and resolved account problems.
Education & Credentials
Drexel University, LeBow College of Business, 2003
Master of Business Administration (MBA), concentration in Financial
Management
G.P.A. - 3.8; Dean's Fellow
The Pennsylvania State University
Bachelor of Science (BS), Finance
Bachelor of Science (BS), Information Systems
G.P.A. - 3.4; Dean's List: 1998-2002
Accredited Valuation Analyst (AVA) - National Association of Certified
Valuation Analysts
Series 7 Securities License
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