Dauk Wagner Investments, LLC is a privately held investment and advisory firm that specializes in early stage enterprise investments and provides merger and acquisition and financial advisory services to middle market companies. With a history dating back to 1994, the firm has invested in various industries and has a track record of partnering with private investors. Their financial advisory assignments have encompassed business combination transactions of different sizes, including mergers, acquisitions, divestitures, joint ventures, and financial restructurings.
Managed by William J. Wagner and Sharon M. Dauk, both experienced professionals in the field, Dauk Wagner Investments brings a wealth of knowledge and expertise to their clients. Mr. Wagner, a former Managing Director at Smith Barney, and Ms. Dauk, with a background in mergers and acquisitions at Morgan Stanley and Smith Barney, lead the firm in its commitment to providing strategic investment and advisory services to help businesses thrive.
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