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Daniel Klausner

U.S. Head, Public Equity Capital Markets Advisory - Managing Director at Houlihan Lokey

Daniel Klausner is a prominent finance and investment professional, currently serving as the U.S. Head of Public Equity Capital Markets Advisory and Managing Director at Houlihan Lokey. He is based in New York and leads the firm's U.S. public equity and IPO capital markets advisory practice, advising corporate and financial-sponsor-backed clients on key capital raising issues, including financing alternatives, investor sentiment, market trends, and monetization strategies.1

Background and Education

  • Education: Daniel Klausner holds a B.S. in Economics with a Finance Major and Anthropology Minor from The Wharton School at the University of Pennsylvania, and an MBA from The Tuck School of Business at Dartmouth College.2

Career Highlights

  • Houlihan Lokey: Currently leads the U.S. Public Equity Capital Markets Advisory practice, focusing on advising companies on IPOs and equity capital alternatives.13
  • PwC: Previously served as the Head of Capital Markets Advisory, leading the practice for both equity and debt capital markets.12
  • UBS Investment Bank: Held the position of Head of Equity Corporate Finance, Americas, where he advised clients on over $150 billion in financings across various strategic financing activities.2
  • Morgan Stanley, Lehman Brothers, and Merrill Lynch: Held significant roles in investment banking, focusing on equity transactions and client relationships.12

Expertise

Daniel Klausner is highly skilled in developing and maintaining client relationships, identifying new opportunities, and providing innovative financial solutions. He collaborates with stakeholders such as portfolio managers, buyside investors, companies, and lawyers to deliver tailored financial solutions. His expertise extends to preparing finance organizations for IPOs, spin-offs, direct listings, and mergers with strategic partners.

Highlights

Aug 29 · linkedin

I spoke to The Information about the prevalence of Cornerstone Investors in recent IPOs. #ipos, #HoulihanLokey

Apr 19 · linkedin

Panelist at NYSE's IPO Summit on Capital Markets Update along with #Bonnie Hyun and #Becky Steinthal. #capitalmarkets, #HoulihanLokey, #NYSE

Related Questions

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Daniel Klausner
Daniel Klausner, photo 1
Daniel Klausner, photo 2
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Location

New York, New York, United States