In 2015, after nearly two decades on Wall Street, desiring a professional and cultural change, Dan founded a private firm, Floyd & Co, Inc. to independently continue his career in financial advisory services. The firm’s expertise ranges from corporate finance, M&A, capital and strategic advisory work with the boards and C-suites of financial institutions including banks, trust and wealth management companies, finance companies, private equity and other related businesses.

Dan served as Principal and Managing Director at FIG Partners in Chicago, continuing his coverage of the C-suite of Midwest financial institutions from 2014 – 2015 where he provided his extensive experience in all facets of financial institutions’ investment banking including corporate finance, capital markets, economic impact, accounting issues in addition to legal and regulatory matters.

The majority of Dan’s career is represented by 16 years in the Investment Banking Division at Keefe, Bruyette & Woods, Inc., a widely recognized Wall Street institutional investment bank where he co-founded the Chicago office in 1998. At KBW he was involved in a wide variety of financial advisory, merger and acquisition and capital raising transactions with value totaling over $10 billion and responsible for annual revenue production averaging in the mid-seven figures.

Conducted financial and market analysis used in new business development and transaction execution, prepared client presentations, developed complex financial models, and performed peer comparison analysis for Midwestern banks and financial services companies

Performed comprehensive and in-depth company and industry research, participated in due diligence sessions, interacted with deal team members and clients, managed multiple projects at once

Responsible for identifying, acquiring, growing new and existing profitable commercial relationships with businesses that created value for the customer and yielded loan commitments and deposit balances for the bank

Utilized product knowledge, financial decisioning tools, relevant systems and credit analysis skills to make appropriate credit and structuring decisions within loan policy

Originated over $50 million of commercial loans for the bank