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
- 2024 Outlook: Home Health, Hospice and Personal Care, co-authored with Daniel I. Levin, CFA, ASA and Nicholas J. Janiga, ASA, April 22, 2024
- Hospital-based physician staffing industry outlook: The forces of COVID-19, NSA and inflation, co-authored with Nicholas Janiga ASA and Andrew L. Worthington, April 2024 edition of MGMA Connection
- 2024 Outlook: Diagnostic Imaging Centers and Radiology Practices, co-authored with Nicholas J. Janiga, ASA, March 14, 2024
- Navigating Healthcare Transactions: Lessons from a Case Study, co-authored with Nicholas J. Janiga, ASA and Robert J. Van Dusen, MSAQF, February 13, 2024
- Quarterly Insight: Q3 2023, edited by Daniel I. Levin, CFA, ASA, with contributions from Nicholas J. Janiga, ASA, January 8, 2024
- 2023 Industry Outlook: Gastroenterology Practices and Ancillary Services, co-authored with Nicholas J. Janiga, ASA, October 3, 2023
- Quarterly Insight: Q2 2023, edited by Daniel I. Levin, CFA, ASA, with contributions from Nicholas J. Janiga, ASA, September 18, 2023
- Quarterly Insight: Q1 2023, edited by Daniel I. Levin, CFA, ASA, with contributions from Nicholas J. Janiga, ASA, July 10, 2023
- Industry Outlook: Orthopedic Practices and Ancillary Services, co-authored with Nicholas J. Janiga, ASA, May 3, 2023
- Quarterly Insight: Q4 2022, edited by Daniel I. Levin, CFA, ASA, with contributions from Nicholas J. Janiga, ASA, April 20, 2023
- 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
2024 Outlook: Home Health, Hospice and Personal Care
Authors: Daniel I. Levin, CFA, ASA and Nicholas J. Janiga, ASA Download the PDFThe home care sector, which includes Medicare-certified home health, hospice, personal care, and other specialty providers, represents an attractive investment opportunity for financial and...
Hospital-based physician staffing industry outlook: The forces of COVID-19, NSA and inflation
Authors: Nicholas Janiga ASA, Daniel I. Levin CFA, ASA and Andrew L. WorthingtonOriginally published in the MGMA April 2024 edition of MGMA Connection. Download the PDF
The Impact of California’s Healthcare Minimum Wage Law on Valuations
Author: Jake Bitting, Fred Lara, CFA, ASA, CVA, and Hunter A. Wolfel Download the PDFOn October 13, 2023 the Governor of California signed the California Senate Bill No. 525 (“SB525”) into law, which is expected to raise the minimum wage for many California healthcare...
2024 Outlook: Diagnostic Imaging Centers and Radiology Practices
Author: Daniel I. Levin, CFA, ASA and Nicholas J. Janiga, ASA Download the PDFHealthCare Appraisers has recently observed interest from a wide range of clients on various radiology transactions, including joint venture formation, hospital outpatient department...
2024 Industry Outlook: ENT, Allergy, and Asthma Practices
Author: Matthew J. Muller, ASA and Nicholas J. Janiga, ASA Download the PDFOtolaryngology (“ENT”), allergy, and asthma (“ENTA&A”) related medical practices have been enjoying a robust period of investor interest as private-equity backed physician-practice...
Upcoming Events
Apr 24-26 | AAPCP National Provider Compensation and Workforce Strategy Conference
Apr 24-26, 2024 | Nashville, TN HealthCare Appraisers attendees include Partner, Jim Hills, CPA/ABV, Director, Nicole M. Jacobsen, JD, MBA, LLM, Director, Hunter A. Wolfel, and Partner, Matthew J. Milliron, CVA, MBA. Matt Milliron will also serve as an Industry Update...
May 5-7 | ATA Nexus 2024
May 5-6, 2024 | Phoenix, AZ HealthCare Appraisers attendees include Director, Hunter A. Wolfel and Director, Andrew L. Worthington. About the Program Dive into the future of virtual care with ATA Nexus 2024: Virtual Nursing Workshop: Interactive, strategy-boosting...
May 8-9 | McGuireWoods 20th Annual Healthcare Private Equity and Finance Conference
HealthCare Appraisers Director, Dan I. Levin, CFA, ASA will be in attendance. The Ritz-Carlton Chicago160 East Pearson Street at Water Tower Place Chicago, IL 60611 Presented by McGuireWoods LLP The healthcare and life science markets are in a period of dramatic...
May 13-15 | BOMA International’s Medical Real Estate Conference
HealthCare Appraisers is proud to serve as a Bronze level sponsor at table #28. HealthCare Appraisers Attendees: Jeff Piehl, Andrew Keller, Matt Chiasson, and Brian Casey. Only one event brings together a cross section of healthcare real estate — investors,...