Daniel Klausner is a Managing Director at FTI Consulting and is based in New York. Mr. Klausner is also a member of FTI Capital Advisors, an investment banking subsidiary of FTI Consulting and has more than 20 years of investment banking and capital markets experience advising companies, private equity and venture capital firms on capital raising, equity offering readiness and investment banking project management.
Mr. Klausner specializes in advising clients that are facing transformational events, such as an initial public offering (IPO), divestiture or carve-out. He is responsible for managing the path to the event across all critical work streams, including pre-IPO readiness and capital markets advisory.
Specifically, Mr. Klausner has focused on structuring, capitalization, projections, pre-IPO readiness, due diligence, corporate governance, timing, positioning, valuation and pricing strategy. In particular, he is skilled at advising companies nine to twelve months before they decide to go public with a track record to successful IPO.
Mr. Klausner has broad expertise across a wide range of U.S. and global industries, including oil and gas; real estate; chemicals; consumer and retail; financial institutions; industrials; technology and media.
Prior to joining FTI Consulting, Mr. Klausner was the head of Equity Corporate Finance, Americas within the Equity Capital Markets group at UBS Investment Bank. At UBS, he advised clients on more than $100 million of financings across a wide array of strategic financing activities, including IPOs, follow-on offerings, carve-outs, spin-offs and private placements. Mr. Klausner led franchise transactions for Banco Santander Mexico’s IPO; General Growth Properties’ restructuring and IPO; Margaret Cargill Trust, which included advisory services and Mosaic sell down; Cadbury Schweppes and Dr. Pepper Snapple’s demerger and spin off; and Visa’s IPO.
Before that, Mr. Klausner was a senior banker in the Investment Banking department at Morgan Stanley, where he was responsible for oversight of the entire execution process of lead-managed equity and debt products.
Mr. Klausner has participated in numerous speaking events, including "The SEC in 2013” Kelley Drye, 2013; “Taking Your Company Public” UBS Investment Bank, 2012 Spring and Fall IPO Conferences; “2012 IPO Readiness” DLA Piper and BDO, 2012; and “U.S. JOBS Act: Israeli Emerging Growth Companies” Gibson Dunn, 2012. He has written articles in numerous publications, including “Role of the Investment Bank” in “Going Public: A Guide for Companies Listing on the US Securities Markets” NASDAQ, 2010.
Mr. Klausner holds an M.B.A. from The Tuck School of Business at Dartmouth College and a B.S. in economics from The Wharton School at the University of Pennsylvania.