Firmex Chats with Dan Flaherty of Janney

Expert financial advisor, Dan Flaherty, of Janney Montogomery Scott, sits down with us to discuss getting to know your counterparties, best practices when doing so, and facilitating smooth pre- and post-merger integration.


Dan Flaherty is a managing director at Janney Montogomery Scott, a leading financial services firm with over 100 locations in the US. Flaherty has more than 15 years of investment banking experience advising community banks. He currently works within the depository team at Janney, focusing on M&A and capital raising. In this conversation, Flaherty covers everything you need to know about building and maintaining relationships with counterparties during a deal.


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