Dan Olsen

B

Partner

BVWD

Sep 2022 - Mar 2023 (7 months)

• Part of the senior leadership team focused on scaling the Transaction Advisory Practice. Execute buy / sell-side M&A transactions valued between $5M and $200M for lower / middle market private equity and corporate clients. • Lead the full deal cycle from opportunity identification through negotiation, management, and execution. • Drive business development efforts to expand the firm's presence in the Texas market. • Leverage expertise in revenue recognition, corporate accounting and capital, and cash flow analysis. Key Accomplishments: • Penetrated a saturated market to scale the business 200% in both headcount and revenue.

Managing Director, Transaction Advisory Services – Southwest Market Leader

CFGI

Feb 2022 - Sep 2022 (8 months)

- Texas market leader for the Transaction Advisory Group, driving sales, strategic planning, and project implementation. - Executed middle market buy-side and sell-side due diligence projects in the Southwest. - Cultivated relationships across industries to drive business development and growth.

Transaction Advisory Services - Director - Private Equity - Texas Leader

EisnerAmper

Sep 2020 - Feb 2022 (1 year 6 months)

- EisnerAmper, one of the largest business consulting firms in the world, is comprised of EisnerAmper LLP, a licensed independent CPA firm that provides client attest services. - And Eisner Advisory Group LLC, an alternative practice structure that provides business advisory and non-attest services in accordance with all applicable laws, regulations, standards and codes of conduct. - Clients are in all business sectors and leverage a complete menu of service offerings. • Executed middle market deals ranging from $5M to $300M in value across industries. • Directed technical accounting efforts, analyzed profit / cash flow drivers, and evaluated financial risks of transaction. • Referenced multiple data sources to analyze market trends, comp

T

Vice President of Corporate Development

TerrAscend

Feb 2019 - Jun 2020 (1 year 5 months)

- TerrAscend is a leading North American cannabis operator with vertically integrated operations in Pennsylvania, New Jersey, and California in addition to operating as a licensed producer in Canada. - TerrAscend operates an award-winning chain of Apothecarium dispensary retail locations as well as scaled cultivation, processing, and manufacturing facilities on both the East and West coasts. • Drove TerrAscend's expansion into the US market by identifying and vetting corporate acquisition opportunities that aligned with overall business strategy. Led the full cycle of corporate development activities from opportunity analysis to evaluation, due diligence, deal execution, and cross-functional integration. • Researched and determined viabili

D

CEO

DRO Capital Advisors

Mar 2017 - Feb 2019 (2 years)

- DRO Capital Advisory is a local business advisory firm specializing in accounting and finance. With a deep commitment and focus to assisting each client to achieve their own unique goals. - DRO Capital Advisory is a trusted advisor to help evolving enterprises address their unique needs. - Assisted investment banks and private equity with formulating strategic direction and execution of business development plans to penetrate the middle market in DFW.

E

Senior Manager, Mergers & Acquisitions

Ernst and Young LLP

Mar 2015 - Mar 2017 (2 years 1 month)

• Guided large, multinational divestiture deals that led to multimillion-dollar revenue for the firm. Advised clients on evaluation of divestitures (enterprise, carve-out sale, tax-free spins) across finance, tax, and operational workstreams. • Led a cross-border team (US, Brazil) in developing a sales pipeline and executing on new advisory deals. • Identified and addressed negotiation issues around purchase price, deal structure, and termination. Key Accomplishments: • Led divestment of the North American division of Rexam PLC ($6.9B), largest engagement in EY Southwest history. • Directed and won a multi-service line proposal of a publicly traded electronics company that led to $2M in fees.

Director, Mergers & Acquisitions

Grant thornton

Aug 2011 - Feb 2015 (3 years 7 months)

• Integral in building out and scaling the Transaction Advisory Group to 10 staff and $4M in annual revenue. • Worked with leadership to develop and implement the growth strategy, pipeline, and client base for the Dallas market. • Conducted detailed analyses of business, financial, and accounting functions for target acquisitions. Key Accomplishments: • Directed over 30 successful merger and acquisition engagements. • Drove business development efforts responsible for quadrupling service line revenue from $1M to $4M in 3 years.

R

Manager, Mergers & Acquisitions

RSM McGladrey

May 2006 - Aug 2011 (5 years 4 months)

• Managed 80 merger and acquisition transactions for private equity and strategic corporate buyers. • Analyzed acquisition targets in regard to business operations, profit and cash flow drivers, and key financial risks. • Leveraged data sources to evaluate market trends, competition, and potential strategic partners. Previous Roles: Merger & Acquisitions Manager at AFFILIATED COMPUTER SERVICES (acquired by Xerox); Audit Manager at ERNST & YOUNG; Senior Audit / Tax Associate at MOSS ADAMS

About

Detail

Timeline

Résumé

Dan Olsen new_releases

About

Detail

Dan Olsen