Dan Bass
About Dan Bass
Dan Bass is a Managing Director in Investment Banking at Performance Trust Capital Partners, where he has worked since 2012. He has over 30 years of experience in the industry and has held various leadership roles, including at FBR Capital Markets & Co and Compass Bank.
Work at Performance Trust Capital Partners
Dan Bass has been serving as Managing Director of Investment Banking at Performance Trust Capital Partners since 2012. His role focuses on expanding the firm's reach within the investment banking sector. Under his leadership, the firm has enhanced its capabilities and offerings in investment banking, leveraging his extensive experience in the field.
Previous Experience in Investment Banking
Prior to joining Performance Trust Capital Partners, Dan Bass worked at FBR Capital Markets & Co as Managing Director of Investment Banking from 2010 to 2012. He also held the position of Senior Vice President of Mergers and Acquisitions at Compass Bank, where he specialized in identifying, negotiating, analyzing, and valuing potential acquisition candidates. His career in investment banking began at Sheshunoff Management Services, LP, where he served as an Investment Banking Associate from 1987 to 1995.
Education and Expertise
Dan Bass holds a Bachelor's degree in Finance from the Texas McCombs School of Business, which he attended from 1982 to 1986. He furthered his education by obtaining a Master of Science in Information Management from Marymount University between 1992 and 1994. Additionally, he is a Chartered Financial Analyst and an Accredited Senior Appraiser in Business Valuations, showcasing his expertise in financial analysis and valuation.
Background in Financial Analysis
Dan Bass has over 30 years of experience in the investment banking industry. His background includes a role as Senior Financial Analyst at the FDIC from 1991 to 1994. He has consistently been a leader in Texas bank mergers and acquisitions since 2008 and has performed over 200 business valuations for various purposes, including tax and estate planning, employee stock ownership plans, and fairness opinions.
Speaking Engagements and Publications
Dan Bass is recognized for his contributions to the field of investment banking through his speaking engagements at numerous executive management seminars on financial institution acquisition topics. He is frequently quoted in both state and national banking publications, reflecting his insights and expertise in the industry.