Our People

Dan Shumate

Managing Director

Dan Shumate specializes in mergers and acquisition and business continuity transactions. A respected thought leader, he is a member of and regularly contributes articles and industry insights to the Power and Communication Contractors Association, Distribution Contractors Association and National Utility Contractors Association. 

Before joining FMI, Dan was an associate with Mazzone and Associates, a middle-market investment bank, in sell-side advisory, recapitalization, management buyout and acquisition advisory services. Prior to Mazzone, he was an analyst for Capital Insight, LLC, providing financial analysis, valuation and diligence for companies in the convenience and industry. 

Dan served as a captain and pilot of Blackhawk helicopters for the Tennessee Army National Guard. In this role, he also oversaw the maintenance and logistical support for the Blackhawks in the Air Assault and MEDEVAC units. 

Licenses & Certifications

  • Investment Banking Representative (Series 79)
  • Uniform Securities Agent (Series 63)

Capabilities

  • Mergers and Acquisitions
  • Ownership Transfer
  • Financial Advisory Services

Industries

  • Utility Transmission and Distribution
  • Construction
  • Engineering

Education

  • Master of Business Administration and Juris Doctorate, the University of Tennessee
  • Bachelor of Business Administration with honors, Belmont University
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