Daniel I. Levin, CFA, ASA 

Director

Office: Denver

Phone: (303) 688-0700

Direct: (303) 566-3177

Email: dlevin@hcfmv.com

Daniel Levin is a Director in the Denver office.

Levin assists in a wide variety of healthcare valuation assignments. Prior to joining HealthCare Appraisers, he worked in Equity Research providing investment analysis on publicly-traded healthcare companies to hedge fund and mutual fund clients. Levin’s past experience also includes an internship at the Cleveland Clinic working on the Revenue Cycle Management team in the finance department.

Levin graduated summa cum laude from Florida Atlantic University in 2013 where he earned a Bachelor’s degree, majoring in Interdisciplinary Studies with a double minor in Economics and Political Science. He has been a CFA charterholder since September 2017, and has been published in a leading valuation-industry trade publication.

PRACTICE AREA

  • Business Valuation

PUBLICATIONS AND PRESENTATIONS

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EDUCATION

  • Florida Atlantic University, Boca Raton, FL, Bachelor of Arts – Major: Interdisciplinary Studies, Minors: Economics and Political Science (summa cum laude)

APPRAISAL EDUCATION

  • Completed Level III of the Chartered Financial Analyst Program (June 2017)
  • Completed Level II of the Chartered Financial Analyst Program (June 2016)
  • Completed Level I of the Chartered Financial Analyst Program (June 2015) 

PRIOR PROFESSIONAL AFFILIATIONS

  • Equity Research Associate, Northcoast Research
  • Intern, Cleveland Clinic

Recent Insights

Navigating Healthcare Transactions: Lessons from a Case Study

Author: Nicholas J. Janiga, ASA, Daniel I. Levin, CFA, ASA and Robert J. Van Dusen, MSAQF Download the PDF BACKGROUND AND DESCRIPTION OF HIGHLIGHTED CASE In 2013, a health system (the “Health System”) initiated discussions with an ambulatory surgery center (“Center”)...

HealthCare Appraisers Announces New Partner

BOCA RATON, Fla., Jan. 3, 2024 – HealthCare Appraisers, an employee-owned, premier, national healthcare valuation and advisory firm, has named Jamie McIntyre, JD, as a Partner in the company. This promotion reflects McIntyre’s outstanding contributions, dedication,...

Healthcare Joint Ventures: Know the Value of Your Assets

Authors: Landon Forsythe, Matthew Muller, ASA and Nicholas J. Janiga, ASA Download the PDFThe healthcare industry is an economic sector that is constantly facing unique challenges. The industry is highly regulated with rules that frequently shift in a manner that...

Navigating Ambulance Transport Arrangements and Transactions

Authors: Ciara A. Kerney, Hunter A. Wolfel, and Nicholas J. Janiga, ASA Download the PDF OVERVIEW Over the years, HealthCare Appraisers has analyzed numerous medical transport arrangements. While it is hard to miss the warning sounds of an approaching ambulance, the...

Upcoming Events

Mar 6-7 | McDermott HPE Miami 2024

March 6-7, 2024 | Miami, FL HealthCare Appraisers' Partners Nicholas J. Janiga, ASA and Hunter M. Outcalt, MTX, CPA/ABV will be in attendance. About the Program Join McDermott to hear from and connect with leading investors, executives and founders who will share...

Mar 10-12 | ELFA Equipment Leasing and Finance Association

March 10-12, 2024 | New Orleans, LA HealthCare Appraisers' Director Kirsten Hodges, ASA and Director Jeffrey Doyle, ASA will be in attendance. About the Program GREAT SESSIONS that bring you up-to-date on a variety of asset classes OFF-SITE EQUIPMENT TOURS enabling...

Mar 12-13 | PBI Health Law Institute 2024

March 12-13, 2024 | Harrisburg, PA HealthCare Appraisers is proud to serve as a Silver Sponsor with Partner Fred Lara, CFA, ASA, CVA in attendance. About the Program Celebrate 30 Years of Excellence at PBI’s Health Law Institute 2024! Join us at the Hilton Harrisburg...