Oberon Securities, LLC
Marc Daniel has extensive work experience in the financial industry, with a specialization in mergers and acquisitions. Marc is currently a Managing Director at Oberon Securities, LLC. Prior to this, they were the Founder/Partner of Central Park Advisory from 2020 to 2022.
From 2013 to 2020, Marc worked at SunTrust Robinson Humphrey as the Managing Director-Head of Industrials Mergers & Acquisitions. During their time there, they successfully grew the industrial M&A business by partnering with coverage bankers in various sectors and leading a team of 10 bankers, closing over 50 deals.
Before SunTrust, Marc held positions at UBS Investment Bank, RBC Capital Markets, Bear Stearns & Co., Merrill Lynch, and Manufacturers Hanover Trust (Chase). Notably, at UBS Investment Bank, they revitalized the Exclusive Sales effort in North America, winning nine mandates and introducing over 30 new relationships. At RBC Capital Markets, they established the healthcare M&A effort, which eventually accounted for 25% of US M&A revenues.
Marc began their career as an attorney at Davis Polk & Wardwell before transitioning to the financial industry as an Account Representative at Manufacturers Hanover Trust.
Overall, Marc Daniel's work experience highlights their expertise in mergers and acquisitions, their success in growing businesses and teams, and their ability to forge valuable relationships in the industry.
Marc Daniel has a strong educational background, having studied at prestigious institutions for both their undergraduate and graduate degrees. Marc attended Princeton University from 1979 to 1983, where they earned a Bachelor of Arts (AB) degree with a focus on History. Following their undergraduate studies, they pursued further education simultaneously at two renowned institutions. From 1986 to 1990, they attended the University of Chicago Law School, where they obtained a Juris Doctor (JD) degree. During the same period, they also attended The University of Chicago Booth School of Business, where they earned a Master of Business Administration (MBA) degree. Although the field of study for their JD and MBA is not specified, the combination of these degrees suggests a diverse educational background that likely encompasses both law and business.
Oberon Securities, LLC
Oberon Securities LLC (“Oberon”) is a New York City based investment bank that provides buy-side/sell-side M&A advisory and private equity/debt financing services. Oberon was founded in 2001 with the objective of becoming the “go to” investment bank for middle market businesses - capable of closing exceptional transactions with the intimacy of a boutique while providing a suite of services that rivals much larger institutions. Over the past 18 years we have grown rapidly, building a platform that excels within our middle market niche and is unique within the industry. Today, Oberon has approximately 70 senior banking professionals that bring experience from the ‘bulge bracket’ and track records of excellence in their respective focus areas. We have closed more than 300 transactions and won multiple industry accolades. However, the quality of our work is best evidenced by the amazing companies and asset managers we have had the pleasure of working with, many of which have become multi-transaction relationships spanning over a decade. Oberon is proud of its accomplishments yet cognizant that success will only be sustained by continuing to offer the most innovative services delivered by the highest quality professionals. The firm is committed to growing its team opportunistically and refining its business model to remain at the forefront of our industry. Oberon’s team is approachable, friendly and helpful. We always want to hear from private business owners, middle market investors/lenders and other investment banks interested in exchanging ideas.