Dan has worked in large, medium, and small firms in addition to having a successful business career as an entrepreneur and CEO in a public company. Dan provides a concierge-like practice, ranging from transactional management and execution to litigation management. His background as a tax lawyer provides an added dimension to complex deals and other business and estate planning matters. He often tells his non-lawyer clients, “I am your partner that went to law school.”
For over 35 years, Dan has led, negotiated, managed, and closed dozens of mergers and acquisitions, joint ventures, equity and debt investments, service and licensing arrangements, and other strategic transactions as well as numerous settlements of complex commercial litigations.
Education
LL.M (Taxation), New York University
JD, American University Washington College of Law
Bar Admissions & Memberships
State of New York
State of Connecticut
Representative Matters Include:
- Currently serving as a board member and general counsel of Astro Digital US, Inc. (www.astrodigital.com), a low-earth, orbit-focused satellite company.
- Currently serving as a board member and general counsel of Bolt Energy Services (www.boltenergyservices.com), a deregulated energy company in several states.
- Former board member and advisor to Erus Solar, a growing residential and commercial solar provider in the southeast.
- Managed multi-million dollar lender liability litigation against large
international bank. - Managed multi-million dollar litigation on behalf of high-net-worth real estate investors.
- Served as Advisor to private equity asset managers (including, Apollo
Management) providing acquisition and portfolio management services with a focus on energy and technology-enabled businesses. - Past Chief Executive Officer of Major Energy Services, LLC and its affiliates, a prominent retail energy company, leading the executive team and consummating the sale of Major Energy to Spark Energy, Inc. (NASDAQ: SPKE) for a multiple of what had been offered shortly before Dan joined the company. At Major, Dan was responsible for over 50 people doing very profitable business in 11 states selling natural gas and electricity with over $300 million in revenue.
- Founded with his partners Ibex Financial Partners LLC, a loan originator and investment manager formed in partnership with Credit Suisse. Ibex originated over $1.5 billion of loans in approximately 300 individual transactions over a 3-year period and sold its portfolio of assets in a private transaction.
- Represented several brownfield developers in large-scale developments.
