Dan Finkelstein

Transaction Partner

Dan is a Transaction Partner with Assay Advisory based in San Francisco. He joined Assay Advisory when Atlas Capital Strategies, a boutique investment banking firm that he was working for, merged with Assay Advisory.


Dan started his career in the Macy’s California Management Training Program. He held a number of key positions in his seventeen year career at Macy's in both merchandising and store operations, including running the women's clothing business, being named the Chief Executive Officer of Macy's California West.


Later in his career, he became the CEO of a number of other retail businesses, including Breuners Home Furnishings, Britches of Georgetowne and The Walking Company - before setting up his own consulting business, Finkelstein Associates, which focused on advising lower and middle market consumer products businesses.


After more than three decades of experience in general management, leadership, and consulting, for both public and privately held businesses, Dan joined Atlas Capital Strategies to focus on M&A transactions. Dan has worked with in a broad range of industries, including consumer products, contracting, food and beverage, service businesses, distribution, logistics, and light technology.


Dan is a past board member of The San Francisco Chamber of Commerce, The California Retailer Association, and the Bay Area Council. He is a graduate of Claremont McKenna College.