Client Segments

Daniel and the London Newman team helped us structure a coordinated two-pronged strategy that balanced tax efficiency, asset protection, and long-term legacy goals. Their work gave us clarity and confidence in deploying capital across multiple trusts while preserving liquidity for development projects.

Jason T

Managing Partner, TWC Capital Holdings

Daniel brought us a group plan solution that was not even on our radar previously. It allowed our group of 40+ physicians to secure additional supplemental income opportunities, outside of traditional retirement plans.

Dr. Kevin K

Medical Director, Physicians Network

Working with Daniel on SPH’s AI-driven knowledge-extraction initiative has been transformative. His team is building an intelligent system that integrates decades of valuation data into an automated information engine — helping us secure better terms for the sale of our business.

Nevin S

President, SPH

Daniel helped us navigate buyer outreach, capital structuring, and incentive packaging for the Hospital Plaza redevelopment. His ability to connect us with institutional investors, REITs, and physician-operators has opened doors we couldn't have reached on our own.

Dr. Greg

Owner, Hospital Plaza

London Newman guided our clients through an executive compensation strategy that protected both our clients company and their family. Their use of bank-financed tactics gave us meaningful tax-advantaged coverage while keeping the company equity intact. The process was complex, but Daniel's modeling and explanations made it easy to see the path forward.

Tom D

Managing Partner, Credit suisse

Daniel and his team at London Newman helped us weigh several financing options and ultimately secure $25M in growth capital on terms that worked for us. They didn't just connect us to capital — they helped us think through structure, timing, and the long-term impact. Having their network and guidance accelerated our expansion more than we expected.

Rachel Kim

CFO, Capital Partners Group