Daniel Wellman

Private Equity Investor at

Silver Oak Services Partners LLC

Finance

Consumer Services

Commercial Services

Profile

Daniel B. Wellman is currently a Partner at Silver Oak Services Partners LLC since 2026, with employment at the firm starting in 2017.
Formerly, Mr. Wellman was Vice President at Crestview Advisors LLC from 2015 to 2017, Associate at Madison Dearborn Partners LLC from 2011 to 2013, and Principal at J.P.
Morgan Clearing Corp.
Education includes an undergraduate degree from the University of Virginia conferred in 2009 and an MBA from Harvard Business School conferred in 2015.

Daniel Wellman active positions

Companies	Position	Start
Silver Oak Services Partners LLC Silver Oak Services Partners LLC Investment ManagersFinance Silver Oak Services Partners invests in lower middle market companies located in the United States and Canada with an EBITDA of USD 4 - 25 million and revenues of USD 15 - 150 million. The firm focuses on business, consumer and healthcare. It participates in leveraged acquisitions, recapitalizations, build-ups and growth transactions with an investment size of USD 10 - 50 million. The firm acquires controlling interest and makes co-investments. It acts as lead investor and takes a seat on the board of directors.	Private Equity Investor	2017-08-31

All active positions of Daniel Wellman

Former positions of Daniel Wellman

Companies	Position	End
Crestview Advisors LLC Crestview Advisors LLC Investment ManagersFinance Crestview Partners invests in small and middle-market companies located in the United States. The firm targets companies operating in the fields of financial services, media, healthcare and industrial sectors. It provides financing for growth and buyouts transactions.	Private Equity Investor	-
Madison Dearborn Partners LLC Madison Dearborn Partners LLC Investment ManagersFinance Madison Dearborn Partners invests in companies located in the United States. The firm focuses on financial & transaction services, technology & government and healthcare sectors. It provides financing for buyout and growth stage capital requirements. It also acquires minority and controlling interest.	Private Equity Analyst	2013-07-01
J.P. Morgan Clearing Corp. J.P. Morgan Clearing Corp. Miscellaneous Commercial ServicesCommercial Services Provides clearing and custody services	Corporate Officer/Principal	-

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Linked companies

Private companies	6
University of Virginia University of Virginia Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Crestview Advisors LLC Crestview Advisors LLC Investment ManagersFinance Crestview Partners invests in small and middle-market companies located in the United States. The firm targets companies operating in the fields of financial services, media, healthcare and industrial sectors. It provides financing for growth and buyouts transactions.	Finance
Madison Dearborn Partners LLC Madison Dearborn Partners LLC Investment ManagersFinance Madison Dearborn Partners invests in companies located in the United States. The firm focuses on financial & transaction services, technology & government and healthcare sectors. It provides financing for buyout and growth stage capital requirements. It also acquires minority and controlling interest.	Finance
Silver Oak Services Partners LLC Silver Oak Services Partners LLC Investment ManagersFinance Silver Oak Services Partners invests in lower middle market companies located in the United States and Canada with an EBITDA of USD 4 - 25 million and revenues of USD 15 - 150 million. The firm focuses on business, consumer and healthcare. It participates in leveraged acquisitions, recapitalizations, build-ups and growth transactions with an investment size of USD 10 - 50 million. The firm acquires controlling interest and makes co-investments. It acts as lead investor and takes a seat on the board of directors.	Finance
J.P. Morgan Clearing Corp. J.P. Morgan Clearing Corp. Miscellaneous Commercial ServicesCommercial Services Provides clearing and custody services	Commercial Services
Harvard Business School Harvard Business School Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services