Our Team

P: (303) 770-6017
C: (720) 545-9769

6400 S Fiddlers Green Circle, Suite 850
Greenwood Village, CO 80111

Dan Pellegrino, Managing Director + Partner

“We are experts at closing deals and delivering the best value possible, and 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/entrepreneur.

Dan has over two decades of experience advising companies on strategic growth initiatives, mergers, acquisitions, valuation, and transactional synergies. Dan’s advisory work spans transactions ranging from small businesses and product line divestitures to Pfizer’s $68 billion acquisition of Wyeth.

In addition to his advisory work, Dan is an investor and entrepreneur. Dan founded and eventually sold 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, a synergistic strategic buyer.

Dan also 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 the EB-5 visa investment capital and life insurance policies as part of transaction financing. Prior to South Peak, Dan was with SDG (Strategic Decision Group), now a part of IQVIA, 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 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, skiing, fly-fishing, surfing, SCUBA diving, photography, and the culinary arts.

Industry Experience

  • Ad-Tech
  • Alternative Energy
  • Analytics
  • Bio-Tech
  • Business Intelligence
  • Digital Advertising
  • Enterprise Level Software
  • Fin-Tech
  • Lead Generation & eCommerce
  • Life Sciences
  • Med-Tech
  • Professional Services
  • SaaS Software
  • Social Media

Education & Certifications

  • University of Notre Dame, MBA Marketing and Finance
  • Baylor University, B.S. Biology and Chemistry
    • Student Foundation Steering Committee (Scholarship raising) FCA Steering Committee
  • EDHEC Business School in Lille, France, Master of European Business (non-degree) Corporate Strategy and Marketing

Professional & Civic Affiliations

  • Alliance of Merger & Acquisition Advisors (AM&AA) – Denver Chapter, Vice Chairman of the Board
  • Emerging Companies
  • Software and Technology Club
  • Mile High Resource Group
  • Big Idea Project – Mentor
  • Boy Scouts of America – Regional Director of Finance
  • Notre Dame Alumni Group
  • Baylor Alumni Group