Daniel Friedman is an M&A and Business Transaction Advisor at Sorren, bringing more than thirty years of experience in mergers and acquisitions, business valuation, accounting, finance, and litigation support. Dan works closely with business owners, investors, and advisors on buy-side and sell-side transactions, combining technical precision with practical insights to guide clients through complex financial decisions. He began his career at a large public accounting firm, where he gained experience in auditing and due diligence assignments, including work with the Resolution Trust Corporation (RTC). He later joined a Houston-based federal savings bank, where he managed budgeting, forecasting, financial reporting, and interest margin analysis. For over twenty-five years, Dan has focused his practice on M&A advisory, valuation, and financial consulting. He has led and executed projects across investment banking firms, private equity groups, and CPA firms, providing support on transactions, valuations, and litigation matters. His blend of transaction, operational finance, accounting, and technical valuation expertise has made him a trusted resource to clients navigating high-stakes decisions.

Dan lives in Texas with his wife, Kelley, and their two children. He enjoys traveling, playing tennis, and supporting the University of Houston athletics.

Education:

• Master of Business Administration – University of Houston
• Bachelor of Business Administration in Accounting – University of Houston

Professional Designations / Civic Associations:

• Certified Public Accountant – Texas
• Accredited in Business Valuation (ABV)
• American Institute of CPAs (AICPA)
• Former National Committee Member – American Institute of CPAs (AICPA) Accredited in Business Valuation (ABV) Credential Committee
• Member, American Institute of Certified Public Accountants (AICPA)
• Member, American Institute of Certified Public Accountants (AICPA) Forensic and Valuation Services (FVS) Section