Daniel P. Callanan

Managing Director

DANIEL P. CALLANAN
Managing Director
Western Reserve Valuation Services
Phone: 614-448-3703
Email:daniel.callanan@citizensbank.com

 

 

 

 

Mr. Callanan is a seasoned valuation professional, having advised privately held and publicly traded companies on valuation and other financial matters for more than 20 years.

Upon graduating from DePauw University, he joined Arthur Andersen and Company in their Litigation Support and Specialty Consulting groups, primarily performing intangible asset valuations. Mr. Callanan was then recruited by Willamette Management Associates in their Chicago office. At Willamette, he performed numerous valuation assignments for domestic and international clients.

After earning his MBA at The University of Chicago, JP Morgan/Chase (formerly Bank One) relocated Mr. Callanan to Columbus, OH to oversee the valuation for hundreds of trust accounts that owned minority and controlling interests in privately held companies. While representing the beneficiaries of these accounts, he frequently facilitated the equitable disposition of these minority holdings. Mr. Callanan then spent nearly 14 years running a full-service, local office for ComStock Advisors, headquartered in Newport, KY.

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 (“ASA”) in Business Valuation granted by The American Society of Appraisers and a member of The Employee Stock Ownership Plan Association. Mr. Callanan has also been a member of the Columbus Estate Planning Council. 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.

Mr. Callanan has performed business valuation and financial advisory services for publicly held and private companies 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; and other tax and corporate restructuring related matters.

He has performed valuation engagements for numerous sectors, including light and heavy industrial manufacturing, retail, construction and contracting concerns, professional service and consulting firms, financial institutions, real estate and property management, automotive, software development and agriculture.

Representative clients

  • Huntington Scroll

  • American Industrial Partners Scrollbox

  • Cortec Scrollbox

  • Evapco Scrollbox

  • CFS Scrollbox

  • Stanley Steemer Scrollbox

  • Veeam Scrollbox

  • Catterton Scrollbox

  • Hamilton Beach Scrollbox

  • Optimus Scrollbox