Dan serves as Co-Head of U.S. Investment Banking for Canaccord Genuity, which is part of the firm’s Global Capital Markets practice. He also leads the firm’s Sustainability Investment Banking group as Global Head of that team. During Dan’s over 30-year Investment Banking career, he has worked on a variety of equity and debt financings and M&A assignments involving many strategic parties and financial sponsors. He has participated in over 275 transactions with an cumulative aggregate value exceeding $30B. Dan has served clients by completing transactions across various growth sectors, including diverse client experiences in Sustainability, Technology, Consumer and Healthcare sectors. Within the Sustainability sector, his deal experience includes multiple transactions in advanced materials, additive manufacturing, building technologies, instrumentation / process control, capital equipment, green building products, recycling, smart grid, solar and energy-efficiency software / services, energy transition and decarbonization technologies, mobility and autonomy, and water.
Selected Transactions
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N/aWiTricity
Advisor (Private Placement)
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US$17mCPI AERO
Sole Bookrunner (Follow-On Offering)
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US$137mNLight
Co-Manager (Follow-On Offering)
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N/aSolarBOS
Exclusive Financial Advisor to SolarBOS on its acquisition by Gibraltar Industries
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N/aFluence Bioengineering
Exclusive Financial Advisor to Fluence Bioengineering on its acquisition by OSRAM
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N/aAcolyte Group
Exclusive Financial Advisor to Acolyte Group on its acquisition by General LED Holdings
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N/aKetra
Financial Advisor to Ketra on its acquisition by Lutron
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US$100mPlug Power
Co-Manager (Convertible Notes)
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N/aCORWIL
Exclusive Financial Advisor to CORWIL Technology on its sale to Integra Technologies