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We’re experts at closing deals and delivering the best value possible, but we also know that our clients’ motivations go beyond dollars and cents. What’s most important is forming collaborative, long-term partnerships with clients to help them achieve their financial goals.
Dan Pellegrino, a Managing Director at The Forbes M+A Group, has acquisitions and operational expertise as a business intermediary, management consultant, investor and business owner.
Prior to joining Forbes, Dan spent nearly two decades advising companies on strategic growth initiatives, mergers, acquisitions, valuation, and transactional synergies. In 2008, Dan founded South Peak Capital, a lower middle market M&A transaction advisory firm in Los Angeles, California that developed several creative alternatives for structuring and financing business acquisitions, including the use of EB-5 visa investment capital and life insurance policies as part of transaction financing. Prior to South Peak, Dan was with the consulting firm, Strategic Decision Group, as a senior level consultant and project manager, where he focused on the life sciences, biotech, and pharmaceutical industries. Prior to that, Dan was a senior consultant at Deloitte Consulting, where he helped Fortune 500 companies with operational and strategic initiatives across multiple industries including life sciences, financial services, healthcare, banking, insurance, manufacturing, energy, and higher education.
Dan’s advisory work spans transactions ranging from small businesses and product line divestitures to Pfizer’s $68 billion acquisition of Wyeth. Notable clients include Genentech, Amgen, Baxter, Syngenta Agri-bio, Wyeth Pharmaceuticals, Pfizer, Kaiser Permanente, Countrywide (Bank of America), Omron Electronics, Hill-Rom, Hewlett Packard, Reliance Communications, and Exelon Energy.
In addition to his advisory work, Dan is an investor and entrepreneur. Dan founded and remains on the board of directors to White Frog OS, a virtual white label digital agency that specializes in digital marketing for larger traditional marketing agencies. He also co-founded showtimemaps.com, a software development company that created a map-based platform to purchase movie tickets. He invested in and helped grow Ban.do, a consumer products company that sold in 2012 to Life Guard Press.
Dan has a Master of Business Administration (MBA) degree from the University of Notre Dame and a Biology and Chemistry bachelor’s degree from Baylor University in Texas where he was also a pole vaulter. Concurrently with Notre Dame, Dan spent time at EDHEC in Lille, France studying European Business.
Dan is involved in various community organizations and non-profits, which have included the Boy Scouts of America, Micro-Business Development, and the Entrepreneurship program for the University of West Indies. Dan enjoys spending time with his wife and three kids, traveling, backpacking, fly-fishing, surfing, SCUBA diving, photography, and the culinary arts.