Daniel McLeod is a vice president with Mercer Capital. Daniel has valuation experience in engagements related to corporate planning and reorganizations, financial reporting, fairness opinions, litigation support, employee stock ownership plans, and estate and gift tax planning and compliance matters.
As a member of Mercer Capital’s Family Business Advisory Services Group, Daniel provides financial education, valuation, and other strategic financial consulting to multi-generation family businesses. The Family Business Advisory Services Group helps family shareholders, boards, and management teams align their perspectives on the financial realities, needs, and opportunities of the business. He is a regular contributor to the group’s quarterly publication, Value Matters®.
Daniel is also a member of the Medical Device and Medical Technology industry team and contributes to the quarterly newsletter Value Focus: Medtech & Device Industry.
Professional Designations
- Chartered Financial Analyst (The CFA Institute)
Professional Activities
- The CFA Institute
Education
- Vanderbilt University, Nashville, Tennessee (B.A., Economics)
