Intellivest’s bankers have extensive experience in closing transactions during the past 25 years while affiliated with large and small
investment banks. In addition to running Intellivest Securities, Inc. and Intellivest Securities
Research, Inc., Dan Kolber is a securities and business attorney at Law
Offices of Daniel H. Kolber, P.C. Mr. Kolber has experience in
raising capital in exempt and registered offerings, representing securities
broker-dealers and registered investment advisors in all areas of compliance
and regulatory matters, and representing clients in securities arbitration and mediation
- In 2010, Atlanta Mayor Reed selected Kolber to be on the
Atlanta Pension Review Task Force. Recently, Kolber has advised
Fulton-DeKalb Hospital Authority, the owner of the Grady Health System, the
largest hospital in the Southeast, on its pension affairs.
- In 2009, he published an article suggesting a change to the method of computing
the Dow Jones Industrial Average.
- In 2005, the Atlanta Business Chronicle selected Kolber to lead a round table of
creative entrepreneurs entitled “The Creative Edge.”
- In 2005, the legal newspaper for
Georgia, The Daily Report, published an article describing the Kolber
Formula, a method invented by Kolber to calculate punitive damages in
Daniel H. Kolber started his legal career with a major Wall Street law firm
in New York City. Also, he has co-founded and served as chief operating
officer of a regional airline, and founded and served as chief executive
officer of several securities firms and investment advisory firms in
addition to Intellivest Securities, Inc. and Intellivest Securities
Research, Inc. He has been credited by Inc. Magazine and the Wall St.
Journal with designing the zero coupon convertible note for use in the
private sector. He has been featured in a book published by Inc. Magazine profiling his creative use of this instrument.
He holds the following securities licenses: General Securities Principal
(Series 24), Financial and Operations Principal (Series 27), Municipal Securities Principal (Series 53), Registered Options Principal (Series 4),
Research Principal (Series 87), Investment Banker (Series 79) and
Registered Investment Advisor (Series 65).
His education is as follows: New York University School of Law, Ll.M., 1981;
University of Virginia School of Law, J.D., 1978; and Boston University, B.A.,
1975, magna cum laude. He is an active member of the following bars: Virginia
(1978); Florida (1978); New York (1979) and Georgia (1985). Dan Kolber has the "AV" rating by Martindale-Hubbell, its highest ranking for lawyers. more
has sixteen years experience financing, acquiring, selling, growing, and operating small and middle market companies. His experience has included start-ups and later-stage companies in a range of industries. He has played key roles in the early stages of two investment firms both focused on middle market companies. In these roles, he has managed the full investment process including sourcing, deal structure, due diligence, negotiations, financing, portfolio management, sales on the exit, and fund raising.
He received his BA summa cum laude, Phi Beta Kappa from the University of the South in Sewanee, TN and received a joint MBA and MEM (Master of Engineering Management) from the Kellogg School of Management, Northwestern University. Michael is a board member of the Green Chamber of the South and CreateHere and is a member off the Social Venture Network, Investors Circle, Net Impact, and US Green Building Council.
representative transactions that Michael completed before affiliating
with Intellivest Securities, Inc. are:
$2 mm capital raise for sustainable furniture company
$4 mm capital raise for eco consumer products company
$5 mm capital raise for specialty fastener company
$2 mm capital raise for natural food home delivery
$5 mm capital raise for window manufacturer.