Dan provides financial and crisis communications counsel to companies involved in transactions and special situations, including shareholder activism defense and proxy contests, negotiated mergers and acquisitions, unsolicited takeovers and restructurings. He also assists clients with ongoing investor relations, corporate communications and crisis management. His areas of expertise include:
- Shareholder Activism: He has advised on numerous public and private activist situations, helping companies defend against some of the most notable activist investors, including Carl Icahn, Corvex, Elliot, JANA, Marcato, Pershing Square, Starboard, Third Point and Trian. Dan has advised Alere, Capital Senior Living, Danone, Darden Restaurants, Emulex, General Growth Properties, Herbalife, Hertz, Radian and Williams, among many others.
- Mergers & Acquisitions: Notable transactions include advising General Electric on its proposed transaction with Baker Hughes; NextEra Energy on its proposed acquisition of Oncor Electric Delivery; Windstream on its pending merger with EarthLink; Lexmark on its sale to Apex Technology and PAG Asia Capital; Teva Pharmaceuticals on its offer to acquire Mylan and its subsequent acquisition of Allergan Generics; General Electric on its plan to sell most of its GE Capital assets; DIRECTV on its merger with AT&T; Verizon Communications on its agreement to acquire Vodafone’s interest in Verizon Wireless; Sapient on its sale to Publicis; Hertz on its planned separation of its equipment rental business (HERC); Darden on its sale of Red Lobster to Golden Gate Capital; Edison Mission Energy on its sale to NRG Energy through Chapter 11; Constellation Brands on its acquisition of Crown Imports from Anheuser-Busch InBev; BioScrip on its divestiture of its Pharmacy business to Walgreens; Transatlantic on its hostile defense against Validus and merger with Alleghany; Teva Pharmaceuticals on its acquisition of Cephalon; and Omnicare on its unsolicited offer for PharMerica.
- Restructuring & Bankruptcy: He has extensive expertise advising companies involved in out-of-court financial restructurings and in-court Chapter 11 reorganizations. Notable assignments include Allens, Altegrity, Barneys New York, Caesars Entertainment Operating Company, Coldwater Creek, DirectBuy, Edison Mission Energy, Kerzner International, Memorial Production Partners, Neways Enterprises, Noranda Aluminum, Performance Sports Group, Pinnacle Airlines, Quiznos, Rural / Metro, Trico Marine Services, and West Penn Allegheny Health Systems.
Dan joined Joele Frank in 2011. Previously he worked at FTI Consulting. He received a BS from the S.I. Newhouse School of Public Communications at Syracuse University.