Daniel Tafel

Daniel Tafel is an Associate at Portage Point Partners in the New York office, where he is responsible for conducting financial and operational analysis, developing key performance indicators, supporting value creation initiatives, constructing 13-week cash flows, analyzing working capital assessments and assisting in the overall implementation of value maximization strategies.

Prior to Portage Point, Daniel was an Associate in the Consumer & Retail (C&R) Investment Banking Group at Wells Fargo, where he advised clients across the food and beverage, retail and consumer products subsectors on mergers and acquisitions (M&A) and capital raises. Notable transactions include Mammoth Brands’ acquisition of Coterie and The Kroger Co.’s (NYSE: KR) attempted $24.6 billion acquisition of Albertsons Companies (NYSE: ACI), along with its associated store divestiture to C&S Wholesale Grocers (terminated due to regulatory block).

Daniel holds a Bachelor of Science in Business Administration (BS) from the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill, with a secondary Bachelor of Science (BS) in Statistics and Analytics and a Spanish minor for Business. His BSBA includes an area of emphasis on Investment Banking. He also holds his FINRA Series 63 and 79 certifications.