Dan Weinmann

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Managing Director

Mr. Weinmann is a Managing Director with EdgePoint Capital Advisors. In this role, he is primarily responsible for managing the execution of merger and acquisition, financing and ESOP transactions.

 

 


As a Managing Director, Dan leverages his extensive business and financial experiences to assist business owners in completing transition events, acquisitions or recapitalizations. He works extensively with privately owned, middle market companies providing financial advisory services on mergers and acquisitions, capital formations, restructurings, and other corporate finance matters. He has a proven track record of closing transactions and solving complex issues for small- to middle-market business, entrepreneurs, and family-owned businesses.

He joined EdgePoint in 2002 from KeyCorp (formerly McDonald Investments). While at Key, Dan was a member of a middle market investment banking group advising on mergers and acquisitions primarily for privately held business owners. Dan had the opportunity to work with companies transitioning their businesses through sales, management buyouts, establishing ESOPs, senior debt restructuring, sub-debt placements, bankruptcy sales, and corporate divestitures. Prior to joining Key, Dan worked as a financial analyst for The Koptis Organization, assisting middle market business owners with estate planning, corporate funding, and ESOP solutions.

Dan’s educational background specializes in both finance and psychology having earned his MBA in Finance from Case Western Reserve University and B.S. in Psychology from Kent State University. Dan also maintains the FINRA Series 7, 24, 63 and 79 licenses.

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