Daniel Lee is a Managing Director at Moelis & Company where he provides strategic and financial advice to clients on M&A transactions and chairs the Firm’s Fairness and Valuation Committee. Dan has approximately 20 years of investment banking experience with expertise in public company and special committee M&A transactions across a range of industries.
Prior to joining Moelis & Company, Dan was a Managing Director in the M&A Group at Macquarie Capital, Co-Head of the Exclusive Sales Group and Head of West Coast M&A at UBS Investment Bank. He began his investment banking career at Bear, Stearns & Co.
Dan holds a B.S. in Economics from The Wharton School at the University of Pennsylvania and a J.D. from The University of Pennsylvania Law School. He serves on the Board of Advisors of the Institute for Law and Economics at the University of Pennsylvania.