Daniel Fan is an accomplished investment professional currently serving as an Investment Associate at Crest Rock Partners since July 2023. Prior experience includes roles as an Investment Banking Analyst at Wells Fargo from June 2021 to June 2023, focusing on Mergers & Acquisitions. Notable transaction experience encompasses the pending Kroger acquisition of Albertsons, the Canadian Pension Plan Investment Board's investment in Bunge via the Viterra merger, the Clearlake and Motive acquisition of BetaNXT, and the sale of select facilities from United States Cold Storage to Vertical Cold Storage. Daniel also holds a Bachelor's degree in Business Administration from the University of North Carolina at Chapel Hill and has interned in various roles including Business Intelligence at Calamos Investments and as a Student Lab Assistant at the UNC Gene Therapy Center. In addition to financial roles, experiences include managing high school recruiting profiles as a Student Assistant for UNC Football.
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