Dan Bales - Executive Partner, Oklahoma City, OK

Dan Bales

Dan currently serves as an independent consultant to small- to medium-sized companies where he specializes in providing contract CFO services, capital and debt structure guidance, overall business strategy counsel, and leadership training and development assistance.

Dan co-founded and served as Managing Partner of GiANT Capital, LLC, from 2008 through 2012. GiANT partnered with companies to provide the above services and worked closely with management teams to improve internal financial processes, assess merger and acquisition opportunities, obtain or restructure debt, and evaluate capital adequacy and structure. To date, the companies Dan has assisted have obtained more than $400 million in either new debt or additional equity to take advantage of growth opportunities.

Prior to 2012, Dan had a 45-year career in banking and the private sector, which included serving as President and CEO of Alliance Bank, Senior Credit Officer for two Oklahoma City community banks, and Division Head of Private Banking for Boatmen’s Bank, Oklahoma ($40 billion in assets).

Outside of the banking sector, Dan has held positions as the owner of a local distribution company, President and CEO of an award-winning manufacturing company, and EVP and CFO of a privately owned, fully licensed NASD investment and securities firm.

Dan is currently an active board member of New View Oklahoma and a member of Crossing Community Church, OKC.

Dan earned a BA in industrial psychology from Oklahoma University in 1971.