About Us

Professionals

Dan Weinmann      Senior Vice President

office: 216-831-2430 Ext 203 mobile: 440-342-0733 e-mail Open vCard below

Dan is responsible for advising current and prospective business owners on the transition options available to them, particularly in assisting owners with the sale of a company or advising buyers in the purchase of a business.

Prior to joining EdgePoint, Dan worked at McDonald Investments, Inc. working in the middle market Investment Banking group called Key Business Advisory Services (KBAS). At KBAS, Dan advised on mergers and acquisitions primarily for privately held business owners. During his tenure at Key/McDonald Investments Dan also had the 3rd party sales opportunity to work with companies transitioning their businesses through management buyouts, establishment of ESOPs, senior debt restructurings, sub-debt placements, bankruptcy sales, and corporate divestitures. Prior to McDonald Investments, Dan has also worked as a financial analyst for The Koptis Organization in Brecksville, Ohio, assisting middle market business owners with estate planning, corporate funding and ESOP solutions. 

Dan holds a Bachelors of Science in Psychology from Kent State University and earned his Masters in Business Administration from The Weatherhead School of Management at Case Western Reserve University, with a concentration in Finance.

Dan also holds Series 7, 24, and 63 securities licenses.