Biography

Daniel Klausner leads our IPO efforts in our Capital Markets Advisory practice, focusing on advising companies on equity capital alternatives, structure of the IPO, investment bank and equity research selection, development of the equity story, preliminary independent views on valuation, sizing, target investors, timing and the IPO/ equity raising process in general.  Daniel is the CMA Leader and advises companies as an “Independent Advisor” to provide clients with independent and objective advice on equity capital markets decisions that are critical to navigating and positioning the company for success in the capital markets.

Prior to joining PwC, Daniel was Head of Equity Corporate Finance, Americas in Equity Capital Markets Origination at UBS Investment Bank as an Investment Banker where he led the origination and execution of lead-managed equity products.  He advised clients on marketing/positioning, valuation, structuring, capitalization, projections, due diligence, corporate governance, timing and pricing strategy. Daniel has advised 100+ clients on more than $150 billion of financings across a wide array of strategic financing activities including IPOs, follow-on offerings, carve-outs, spin-offs, block-trades, equity-linked and private placements.  He brings broad expertise across a range of industries including healthcare/biotech, oil and gas, consumer and retail, financial institutions, industrials, technology and media. 

At UBS Investment Bank, Daniel was a permanent member of the Equity Commitment Committee which approved all equity transactions.  Daniel previously worked at Morgan Stanley – as a senior member of the Corporate Finance Group in Investment Banking advising clients on Equity, High Yield and M&A; Lehman Brothers – in Global Industries Investment Banking Coverage; and Merrill Lynch – as an Investment Banker in Industrial Coverage.

Daniel is frequently quoted in the Wall Street Journal, Bloomberg, PitchBook, Institutional Investor and Reuters on Capital Market topics and market activity.

Daniel holds a B.S. in Economics from The Wharton School at The University of Pennsylvania where he graduated magna cum laude and an MBA from The Tuck School of Business at Dartmouth College.

Associated Items

2 items
Date
Program or Publication
Format