Senior Vice President

Phone: (214) 217-7724

Dan Sokol joined Allegiance Capital as a Senior Vice President in 2019, bringing with him more than 20 years of expertise in business organization, operations and development, mergers and acquisitions, turnaround management, and most notably, business ownership. Over the course of his career, his experience spans industries that include retail, construction, fleet and transportation, management consulting, hospitality, among others.

Key achievements:

  • Represented buy-side transactions worth over $225 million in aggregate value
  • Served as the Principal in acquiring a $17 million specialty retailer
  • Successfully completed 6 of 6 turnaround projects

Dan began developing his unique abilities as the youngest fleet owner of medallioned taxicabs and fleet maintenance centers in Chicago and New York City. A conversation with a customer led Dan to Wall Street and he sold his fleet business in 1984.

After acquiring his CFA distinction and Series 7 & 63 licenses, Dan trained in the sales trenches of Lehman Brothers Kuhn Loeb. Thereafter, Dan joined a boutique business broker representing buyers of private businesses and divisions of publicly-traded companies. Seeking a more operational role, Dan became Director of Corporate Development of a family-owned holding company acquiring retail, consumer product, and industrial manufacturing businesses. Dan’s responsibilities included hands-on management at the senior executive level.

Now settled in Dallas, Dan continues to help companies grow and prosper in an ever more competitive world.

Dan attended Northwestern University and New York University. His studies included numerous financial, management and sales programs on Wall Street. Dan has done extensive volunteer work with a primary focus on education and one-on-one tutoring for The Fortune Society, Sloan Kettering, St. Augustine School, Big Brother/Big Sister,  and NYC Public Schools. He also operates a website for NYC-based volunteering opportunities: