Daniel R. Potton


“Through our global network and firmwide capabilities, we provide clients with the full suite of M&A advisory services, with the bespoke, hands-on approach that only a firm our size can provide.”

Daniel R. Potton is a Director at PKF Investment Banking with more than 8 years of experience in investment banking and corporate development. Dan has advised public and private clients on over $40 billion of M&A and strategic initiatives through buy-side and sell-side transactions, joint ventures, divestitures and capital allocation practices. Additionally, he has executed over $15 billion in capital markets transactions consisting of IPOs and equity and debt offerings.

Dan has advised clients across a variety of industrial, manufacturing and distribution verticals, including chemicals, automotive/electric vehicles, industrial services, maintenance services and testing, engineering and construction, building products, aerospace and defense, paper and packaging and renewables. He has worked on cross-border transactions in the UK, Switzerland, Israel, South Korea, Thailand and China.

Prior to joining PKF Investment Banking, Dan served as a Vice President in the investment banking divisions of a multinational boutique firm, as well as a global bulge-bracket investment bank. Before beginning his career in investment banking, Dan was an electrical engineer in the nuclear industry, where he was responsible for modeling and designing utility-scale nuclear generation and distribution systems.


  • FINRA Series 63
  • FINRA Series 79


  • University of North Carolina – Chapel Hill, Master of Business Administration degree
  • University of North Carolina – Charlotte, Master of Science degree in Electrical Engineering
  • University of North Carolina – Charlotte, Bachelor of Science degree in Electrical Engineering