Daniel I. Levin, CFA, ASA
Director
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
- Sports Marketing and Sponsorships are a Grand Slam for Healthcare Entities and Providers, co-authored with Bobby J. Van Dusen, MSAQF and Nicholas J. Janiga, ASA, March 13, 2023
- 2023 Outlook: Healthcare M&A, co-authored with Nicholas J. Janiga, ASA, February 20, 2023
- Personal Goodwill: A Common Multi-Million Dollar Component in Physician Practice Transactions, co-authored with Matthew J. Muller, ASA and Nicholas J. Janiga, ASA, November 11, 2022
- Industry Buzz from the Home Care Innovation and Investment Conference, co-authored with Nicholas J. Janiga, ASA, August 30, 2022
- 2022 Outlook: Home Health and Hospice, co-authored with Bobby Van Dusen, MSAQF and Nicholas J. Janiga, ASA, February 11, 2022
- 2021 ASC Valuation and Benchmarking Surveys – Timely Insight into the Trends and Forces Shaping the ASC Industry, co-authored with Nicholas J. Janiga, ASA, Matthew J. Muller, ASA, David Lo, FA, ASA, Daniel Levin, CFA, ASA May 2021
- FMVantage Quarterly Insights Newsletter, Quarter 4, 2020, co-authored with Nicholas J. Janiga, April 2021
- 2021 Outlook: Diagnostic Imaging Centers and Radiology Practices, co-authored with Nicholas J. Janiga, ASA, May 3, 2021
- Quarterly Insight: Q3 2020, edited by Daniel I. Levin with contributions from Nicholas J. Janiga, January 13, 2021
- Valuation Trends and Considerations: Laboratories, co-authored with Nicholas J. Janiga, ASA and Matthew J. Muller, ASA, January 8, 2021
- ASC Valuation and Transaction Trends, Published in ASC Focus, The ASCA Journal, October 2020 Issue.
- Quarterly Insight: Q2 2020, edited by Daniel I. Levin with contributions from Nicholas J. Janiga, September 21, 2020
- 2020 Outlook: Diagnostic Imaging Centers and Radiology Practices (co-author Nicholas J. Janiga, ASA) FMVantage Point (Web Edition), July 21, 2020
- Quarterly Insight: Q1 2020, edited by Daniel I. Levin with contributions from Nicholas J. Janiga, June 18, 2020
- Physician Practice Management Organizations After COVID-19: What Does the Future Hold? (co-author Nicholas J. Janiga, ASA), FMVantage Point (Web Edition), May 6, 2020
- Quarterly Insight: Q4 2019, edited by Daniel I. Levin with contributions from Nicholas J. Janiga, April 20, 2020
- 2020 ASC Valuation and Benchmarking Surveys (co-authors Matthew J. Muller, ASA, Nicholas J. Janiga, ASA and David Y. Lo, CFA), Spring 2020
- 2020 Outlook: Home Health and Hospice, FMVantage Point (Web Edition), March 25, 2020
- 2020 Outlook: Dialysis Clinics and ESRD, co-authored with Nicholas J. Janiga, ASA and Teja Lingam, MSAQF, FMVantage Point (Web edition), March 6, 2020
- Quarterly Insight: Q3 2019, edited by Daniel I. Levin with contributions from Nicholas J. Janiga, January 24, 2020
- Quarterly Insight: Q2 2019, Edited by Daniel I. Levin with contributions from Nicholas J. Janiga, October 10, 2019
- Quarterly Insight: Q1 2019, Edited by Daniel I. Levin with contributions from Nicholas J. Janiga, June 26, 2019
- FMVantage Quarterly Insights Newsletter, Quarter 4, 2018. Edited by Daniel I. Levin with contributions from Nicholas J. Janiga, Andrea Ferrari and Luis A. Argueso, April 2019.
- FMVantage Quarterly Insights Newsletter, Quarter 3, 2018. Edited by Daniel I. Levin with contributions from Nicholas J. Janiga, Andrea Ferrari and Luis A. Argueso, January 2019.
- FMVantage Quarterly Insights Newsletter, Quarter 2, 2018. Edited by Daniel I. Levin with contributions from Nicholas J. Janiga, October 2018.
- Freeze the Fat, Heath-Up the Multiple: A Discussion of Valuations in the Healthcare Space, The Value Examiner, July/August 2018.
- FMVantage Quarterly Insights Newsletter, Quarter 1, 2018. Edited by Daniel I. Levin with contributions from Nicholas J. Janiga, Mathew J. Milliron and Luis A. Argueso, May 2018.
- FMVantage Point: 42 Million Reasons to Consider FMV in Marketing Arrangements, co-authored with Nicholas J. Janiga, November 10, 2017.
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
Sports Marketing and Sponsorships are a Grand Slam for Healthcare Entities and Providers
Authors: Bobby J. Van Dusen, MSAQF, Daniel I. Levin, CFA, ASA and Nicholas J. Janiga, ASA Download the PDFSince the first broadcasted sporting event occurred in 1911 when a football game was relayed to audiences, the United States has been enamored by sports. Today,...
2023 Outlook: Increased Acquisitions and Joint Ventures Involving Inpatient Psychiatric Hospitals
Authors: Jordan A. Zoeller, MAcc, CFA and Nicholas J. Janiga, ASA Download the PDF INTRODUCTION At HealthCare Appraisers, we have analyzed numerous inpatient psychiatric facilities (“IPFs”) in a variety of contexts, whether for acquisition purposes, formation of joint...
2023 Outlook: Healthcare M&A
Authors: Daniel I. Levin, CFA, ASA and Nicholas J. Janiga, ASA Download the PDFRising interest rates, elevated inflation, and economic uncertainty led to volatility in 2022, and many of these factors remain in place heading into 2023. While inflation appears to have...
Nurse Practitioners & Physician Associates: A Viable Solution to the Physician Shortage?
Authors: Tammy Truong and Alyse Bentz, JD, MPH Download the PDFOriginally published by the American Association of Provider Compensation Professionals. The United States is predicted to be imminently faced with a physician shortage, with a report from the Association...
Valuation of Linear Accelerators
Authors: Kirsten Hodges, ASA and Jeff Doyle, ASA Download the PDFA Linear Accelerator (“Linac”) is a technically advanced medical device/system that is utilized in radiation oncology. A Linac customizes high energy x-rays/electrons to conform to a tumor’s shape to...
Upcoming Events
Apr 11-12 | McDermott Physician Practice Management and ASC Symposium 2023
April 11-12, 2023 | Nashville, TN HealthCare Appraisers is a proud supporter of the conference. About The Conference At the Physician Practice Management (PPM) & ASC Symposium 2023, we’ll address the critical business, transactional and regulatory issues that...
Apr 17-19 | AHLA Health Care Transactions 2023
Grand Hyatt Nashville, Nashville, TN HealthCare Appraisers is a proud Gold Sponsor. About the Program This program is a unique opportunity to learn the latest commercial developments, strategies, and deal forecasts from noted experts. Gain insight into the business...
Apr 26-28 | BOMA International Medical Office Buildings and Healthcare Real Estate Conference
April 26-28, 2023 | Chicago, IL HealthCare Appraisers is proud to serve as a Bronze Sponsor and exhibitor. Medical real estate has proven itself as a resilient, ever-growing asset class. Healthcare real estate is moving at full tilt, with the decentralization of...
May 17-20 | ASCA 2023
May 17-20, 2023 | Louisville, KY HealthCare Appraisers will be exhibiting at booth #1016. Receive competitive, top-quality clinical, regulatory, business and financial information from some of the best and most experienced professionals within the ASC community. As...