Dan Chen brings to Siemer & Associates over 16 years of investment banking, private equity and corporate development experience in the technology, media and telecom industries, and has been involved in transactions totaling over $5 billion in value throughout his career. Dan currently leads and oversees execution of all M&A and capital raising mandates for clients in the software, digital media, advertising, and Internet services space. He is also currently a Strategic Board Member of Lotus Innovations Fund, LP, a private equity firm focused on software investments in the Southern California market, and is part of the mentor team at MuckerLab, advising media and software entrepreneurs in the startup ecosystem in Southern California.
Dan’s career prior to Siemer spans various roles as investor, operator and advisor to companies. Dan was a key member of the investment team at TPG Capital, where he was involved on cross-border buyout and venture investments in the U.S. and Asia. He participated in the investment activities of TPG’s Asian investment funds Newbridge Asia III, LP ($724 million) and Newbridge Asia II, LP ($392 million), and he monitored several portfolio companies in the telecom and Internet services space within those funds. Dan was also Vice President in the media and software groups at Los Angeles-based Montgomery & Co., where he was involved on key transactions with strategic acquirers such as The Walt Disney Co. (Club Penguin) and WPP plc (WildTangent) as well as tech-focused buyout / hedge funds (HBK Investments) and growth / venture capital investors (Scale Venture Partners, Elevation Partners). Most recently, Dan led corporate development activities at a family office-backed investment holding company in Los Angeles where he evaluated and executed on investment opportunities in the healthcare services and IT space.
Dan began his career as an M&A banker at Merrill Lynch & Co. in New York and San Francisco, where he was involved on technology transactions with strategic acquirers in the Internet and financial technology space such as Infospace (now known as Blucora) and Checkfree (acquired by Fiserv), as well as semiconductor companies such as Solectron (acquired by Flextronics) and Xilinx.
Mr. Chen graduated from Yale University with a bachelor’s degree in economics. He is a registered General Securities Representative (Series 63 and 79 licenses) with FINRA/SIPC (formerly NASD).