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Dan Chen

Associate Director
Chicago

Dan Chen

Associate Director | Chicago

About

Dan Chen is an Associate Director at Stax in the Chicago Office. Dan has significant consulting experience working with private equity clients across the investment lifecycle. In particular, he specializes in leading buy- and sell-side diligences, advising investors of all sizes. While Dan has worked across diverse industries including Healthcare, Education, and Industrials, his expertise lies in the Technology, Media, and Telecom (TMT) vertical. Specifically, he focuses on enterprise and vertical software providers. 

Prior to joining Stax, Dan gained experience in strategy consulting at EY-Parthenon and held strategy and BizOps roles at several startup ventures. ​Dan holds an M.B.A. from the Kellogg School of Management at Northwestern University and a B.S.B.A. in Finance and Economics & Strategy from Washington University in St. Louis. 

Extracurricular

Dan enjoys discovering new restaurants in Chicago, but you can also find him spending as much time outside as possible—often exploring new nature preserves and dog parks with his Border Collie, Ollie (even during the winter months). 

Stax Supports Guidepost on its Investment in Kaizen, a Leader in Regulatory Compliance Solutions​
November 6, 2024
Stax recently supported Guidepost Growth Equity on its investment in Kaizen, a leading provider of regulatory compliance solutions for global financial institutions. Read about the deal here.
Stax Advises Silversmith Capital Partners on its Investment in Novatus Global​
September 23, 2024
Stax recently advised Silversmith Capital Partners on its investment in Novatus Global, a leading provider of regulatory technology solutions to global financial institutions. Read more.
Exploring the Attractiveness of Verticalized Business Management Solutions in Regulated Industries
By Dan Chen & Kelsey Chisholm July 17, 2024
Stax thought leaders Dan Chen and Kelsey Chisholm discuss the growing demand for vertical-specific software and how PE investors can capitalize on this growth. Read more.
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Christine O'Connell

Dan Chen

Associate Director

Chicago

About

Dan Chen is an Associate Director at Stax in the Chicago Office. Dan has significant consulting experience working with private equity clients across the investment lifecycle. In particular, he specializes in leading buy- and sell-side diligences, advising investors of all sizes. While Dan has worked across diverse industries including Healthcare, Education, and Industrials, his expertise lies in the Technology, Media, and Telecom (TMT) vertical. Specifically, he focuses on enterprise and vertical software providers. 


Prior to joining Stax, Dan gained experience in strategy consulting at EY-Parthenon and held strategy and BizOps roles at several startup ventures. ​Dan holds an M.B.A. from the Kellogg School of Management at Northwestern University and a B.S.B.A. in Finance and Economics & Strategy from Washington University in St. Louis. 

Extracurricular

Dan enjoys discovering new restaurants in Chicago, but you can also find him spending as much time outside as possible—often exploring new nature preserves and dog parks with his Border Collie, Ollie (even during the winter months). 

Stax Supports Guidepost on its Investment in Kaizen, a Leader in Regulatory Compliance Solutions​
November 6, 2024
Stax recently supported Guidepost Growth Equity on its investment in Kaizen, a leading provider of regulatory compliance solutions for global financial institutions. Read about the deal here.
Stax Advises Silversmith Capital Partners on its Investment in Novatus Global​
September 23, 2024
Stax recently advised Silversmith Capital Partners on its investment in Novatus Global, a leading provider of regulatory technology solutions to global financial institutions. Read more.
Exploring the Attractiveness of Verticalized Business Management Solutions in Regulated Industries
By Dan Chen & Kelsey Chisholm July 17, 2024
Stax thought leaders Dan Chen and Kelsey Chisholm discuss the growing demand for vertical-specific software and how PE investors can capitalize on this growth. Read more.
Investment Insights into State and Local Government (SLG) GovTech
By Dan Chen & Kelsey Chisholm May 30, 2024
The landscape for State and Local Government (SLG) GovTech has historically been slow to digitize; however Stax has observed an uptick in pace that may present opportunities for investors. Read more.
Stax Advises KKR on its Acquisition of mdf commerce, the E-Procurement Firm
May 20, 2024
Stax recently supported KKR on its acquisition of mdf commerce, a SaaS leader in digital commerce technologies. Click here to read more about the deal.

Associate Director | London

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