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Daniel P. Callanan Joins Western Reserve Valuation Services

COLUMBUS, OH (May 21, 2012) – Western Reserve Valuation Services LLC (“WRVS”) is pleased to announce that Daniel P. Callanan has joined the firm as a Director and Shareholder. Mr. Callanan is a seasoned valuation professional, having advised privately held and publicly traded companies on valuation and other financial matters for nearly 20 years.

Prior to joining WRVS, Mr. Callanan served in a variety of valuation-related capacities at ComStock Advisors (Newport, KY), JP Morgan/Chase (Columbus, OH), Willamette Management Associates (Chicago, IL) and Arthur Andersen and Company (Chicago, IL). During this time, Mr. Callanan performed business valuation and financial advisory services for numerous purposes, including:

  • Employee stock ownership plans
  • Estate and gift tax matters
  • Fairness opinions
  • Buy / sell agreements
  • Marital, partnership and shareholder disagreements and dissolutions
  • Minority dissenters rights actions
  • C to S corporation conversions
  • Financial reporting
  • Internal shareholder transactions
  • Other tax and corporate restructuring related matters

“Dan is a leader in the industry, and we are delighted to have him join the firm,” said WRVS Managing Director Robert M. Stutz II. “His depth of experience and commitment to client service will be a significant asset to our practice.”

“We welcome Dan to the Western Reserve family. His experience and contacts will open up new opportunities for our rapidly growing valuation services business,” said Ralph M. Della Ratta Jr., Managing Partner of Western Reserve Partners LLC (“WRP”).  WRVS is an affiliate of WRP, a FINRA-member investment banking firm providing M&A, capital raising and other financial advisory services to middle market companies.

Mr. Callanan earned a Bachelors of Arts in Economics and Management from DePauw University and a Masters in Business Administration with a concentration in Managerial Finance from The University of Chicago Booth School of Business.

For more than 15 years, he has been an Accredited Senior Appraiser in Business Valuation granted by The American Society of Appraisers (“ASA”). Mr. Callanan has been a member of the Columbus Estate Planning Council and is currently a member of the Employee Stock Ownership Association. He has lectured on valuation topics for the ASA, led seminars at banks, law firms and accounting practices, served as a guest lecturer at Capital University Law School and taught executive education for the Fisher College of Business at The Ohio State University.

Dan can be reached at (614) 448-3703 or dcallanan@wesresvaluation.com.

About Western Reserve Valuation Services LLC
Western Reserve Valuation Services LLC, based in Columbus, Ohio, is a leading provider of valuation services and financial opinions relating to corporate finance transactions, corporate tax planning and compliance, succession planning and wealth preservation, employee stock ownership plans (“ESOPs”), financial reporting and portfolio / fund valuations.  For more information, visit www.wesresvaluation.com or call (614) 448-3700.

Western Reserve Valuation Services is an affiliate of Western Reserve Partners LLC, a FINRA-member investment banking firm offering financial advisory services relating to mergers and acquisitions, capital raising and financial restructuring. For more information on Western Reserve Partners, visit www.wesrespartners.com or call (216) 589-0900.

Representative clients

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