Dan founded Soli Financial Consulting in 2015 to provide top-tier consulting services to the private equity community and its portfolio companies. Dan has also provided financial modeling and valuation services to innovative “Unicorn” start-up companies that have since reached over $1 billion valuations.
Prior to founding Soli Financial Consulting, Dan worked as an investment specialist at HarbourVest Partners, a global private equity and venture capital firm with over $140 billion under management, where he specialized in software and healthcare investments.
His previous experience also includes working as an investment banker at Harris Williams & Co., a middle-market investment bank specializing in sell-side M&A advisory services.
Dan holds a M.S. degree from Vanderbilt’s Owen Graduate School of Management.