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Caleb Daniels

Caleb Daniels

Senior Associate

Followers of Caleb Daniels382 followers
location of Caleb DanielsDickinson, North Dakota, United States

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  • Timeline

  • About me

    Lower Middle Market | Investment Banking | Mergers & Acquisitions | Oil & Gas | Construction | Consultant | Value Added Services |

  • Education

    • Minnesota State University Moorhead

      -

    • Minnesota State University, Moorhead

      2003 - 2008
      Bachelor of Accountancy Accounting

  • Experience

    • Brady, Martz & Associates, P.C.

      May 2008 - Feb 2012
      Senior Associate

      Performed audit and review functions, primarily in the construction industry.

    • MBI Energy Services

      Feb 2012 - Nov 2016
      Operations Reporting Manager

      During my career at MBI have had the opportunity to work in a dynamic and always evolving environment. I have worked with many departments to improve process and create efficiencies in back office operations, all with a focus on improved financial to operational reporting. I currently spend most of my time working on reporting architecture and system implementations with a vision of a common platform to foster an environment that allows for fluid analytics and dynamic management tools.

    • Midwest Erosion Control

      Sept 2014 - Jun 2021
      Owner Operator

    • Cornerstone Business Services, Inc.

      Jul 2021 - Oct 2023
      Vice President

    • Amaris Consulting

      Oct 2023 - now
      Founder | President

      Leading a team of M&A Advisors Servicing the Lower Middle Market

  • Licenses & Certifications

    • CPA (inactive)

      CPA (inactive)