Houlihan Lokey
Daniel Klausner has over 30 years of work experience in the finance industry. Daniel currently works at Houlihan Lokey as the U.S. Head of Public Equity Capital Markets Advisory, where they lead the public equity and IPO capital markets advisory practice. Prior to this, Daniel was the Head of Capital Markets Advisory at PwC, where they led the Capital Market Advisory practice and provided guidance on capital raising and investor relations. Daniel also worked at FTI Capital Advisors, UBS Investment Bank, Morgan Stanley, Lehman Brothers, and Merrill Lynch, holding various senior roles in corporate finance and investment banking. Throughout their career, Daniel has built exceptional client relationships and has extensive expertise in capital market financing, equity and debt story, and investment banking strategies.
Daniel Klausner has a Bachelor of Science degree in Economics, with a major in Finance and a minor in Anthropology, from The Wharton School. Daniel also holds a Master of Business Administration (MBA) degree from The Tuck School of Business at Dartmouth. Additionally, they earned a Series 63 (State), Series 7 (Representative), and Series 79 certifications from FINRA.
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Houlihan Lokey
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Houlihan Lokey (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and financial and valuation advisory. The firm serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm’s commitment to client success across its advisory services. Houlihan Lokey is the No. 1 investment bank for global M&A transactions under $1 billion, the No. 1 M&A advisor for the past eight consecutive years in the U.S., the No. 1 global restructuring advisor for the past nine consecutive years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by Refinitiv.