Dana Holmes is the managing member of 2nd Generation Capital, LLC (2ndG), an investment banking and transaction advisory firm based in Nashville, Tennessee. 2ndG is an affiliate of the Nashville accounting firm, KraftCPAs PLLC.
Dana joined 2ndG in 2006 after serving for 20 years as a founding principal of Phoenix Partners, LLC. Phoenix, a Nashville-based financial advisory firm, specialized in debt restructuring, mergers and acquisitions, and strategic consulting. Dana and Phoenix previously acted as a contract consultant to 2ndG on several major client engagements.
Dana has extensive experience as a principal and team leader in mergers and acquisitions (both buy-side and sellside), strategic consulting, private placement of equity and debt instruments, as well as work-outs and turnarounds. Additionally, he has testified as an expert in both state and federal cases.
Dana has served in the president and managing partner role in advisory firms, as well as in CEO and COO roles in operating companies in both high-tech and computer-services industries. He has led strategic planning processes for both private and public firms in many industries. He is also the CEO of 2ndG’s broker/dealer subsidiary, BrightChoice Financial, LLC.
Dana served as the vice president/director of securities research for both Hermitage Capital Corp. (formerly Allen C. Ewing & Co.) and the Financial Investors Fund. He was responsible for primary securities research, staff recruiting management, and treasury functions.