Daniel Lee

Daniel has undertaken a large number of strategic and organisation diagnostic reviews of aged care and retirement living organisations, working with not-for-profit and for-profit providers, government, peak bodies, and a number of service providers.

Daniel has been integral in the analysis of data in transactional projects. He is responsible for the analysis of data, preparation of Information Memorandum documents, liaising with bidding parties, and the management of data rooms. He’s also been responsible for assisting in buy-side advisory services on behalf of aged care and retirement village operators.

Daniel undertakes financial modelling and capital development projects through the identification of suitable sites, development and review of proposed service models, assessment of the project feasibility, as well as project management. He has undertaken many reviews throughout Australia and New Zealand.

Focus

  • Financial analysis
  • Feasibility and efficiency modelling
  • Market and competitor analysis
  • Merger and acquisition data management

Qualifications

  • Bachelor of Commerce and Economics (University of New South Wales)