Dauk/Wagner Investments, LLC is a privately held investment and advisory firm focusing on investing in early stage enterprises; and providing merger and acquisition, and financial advisory services to middle market companies.
Founded in 1994, Dauk/Wagner Investments has invested in several early stage enterprises in a variety of industries, both from its own funds and together with other private investors. Typical total investment sizes have ranged from $500,000 to $2,500,000.
Financial advisory assignments have focused on business combination transactions such as mergers, acquisitions, divestitures, joint ventures and financial restructurings; and have generally ranged in size from less than $10 million to up to $100 million.
William J. Wagner
Mr. Wagner has been a Managing Director of Dauk/Wagner Investments, LLC since its founding in 1994. Prior to that, Mr. Wagner was Managing Director and Co-Head of the Merger and Acquisition Group at Smith Barney from 1980 through 1993, and was a Vice President in the Corporate Finance Department of Citibank, N.A. from 1975 to 1980. Mr. Wagner holds an MBA from Wharton Graduate School of Business and a B.S. from the University of Pennsylvania.
Ms. Dauk has been a Managing Director of Dauk/Wagner Investments, LLC since its founding in 1994. Prior to that, Ms. Dauk held positions in the Corporate Finance Departments of both Morgan Stanley and Smith Barney, specializing in mergers and acquisitions and real estate development from 1989 to 1993. Ms. Dauk holds an MBA from Cornell's Johnson Graduate School of Management and a B.S. from the University of Southern California.