Daniel Evans

Daniel Evans is a seasoned professional with a diverse background encompassing food, faith, farming, and finance, now focused on M&A and wealth management.

With over 30 years of experience in venture capital, investment banking, corporate finance, and wealth management, he assists CPG founders in creating a financial legacy tailored to their goals and aspirations.

Daniel's approach involves a comprehensive roadmap including connecting to understand clients' needs, planning financial strategies, recommending personalized investment solutions, implementing agreed-upon plans, and monitoring progress to ensure alignment with objectives.

Specializing in companies with $500k or more in sales, he offers financial solutions for every growth stage and emphasizes the importance of preserving wealth tied to the hard work put into CPG ventures.

Educationally, Daniel studied B.S. Economics, Econometrics and Quantitative Economics at the University of Maryland, and International Business / Art History at the University of London.

His professional journey includes roles such as Financial Writer at Grover Media, Chief Executive Officer at Evans & Company, Senior Financial Advisor at Merrill Lynch, and Financial Advisor at UBS Wealth Management, among others, demonstrating a wealth of experience in the financial sector.