Profiel
Dan Margolis currently works as an Investment Banker at Morgan Stanley.
Mr. Margolis also holds the position of Vice President at Serent Capital Management Co. LLC since 2020.
Mr. Margolis completed graduate studies at Washington University in St. Louis in 2015.
Actieve functies van Dan Margolis
| Bedrijven | Functie | Begin |
|---|---|---|
| MORGAN STANLEY | Private Equity Investor | - |
Serent Capital Management Co. LLC
Serent Capital Management Co. LLC Investment ManagersFinance Serent Capital invests in lower-middle market companies located in the United States with a revenues of USD 5 - 100 million. The firm targets companies operating in the fields of B2B software and tech-enabled services sectors. It provides financing for buyout, recapitalizations and growth stage capital requirements with an investment size of USD 20 - 200 million. The firm also acquires majority or minority interest. | Private Equity Analist | 01-07-2017 |
Opleiding van Dan Margolis
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Washington University in St. Louis
Washington University in St. Louis Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Morgan Stanley
Morgan Stanley Investment ManagersFinance Provides wealth and asset management, trading & investment banking services | Finance |
Serent Capital Management Co. LLC
Serent Capital Management Co. LLC Investment ManagersFinance Serent Capital invests in lower-middle market companies located in the United States with a revenues of USD 5 - 100 million. The firm targets companies operating in the fields of B2B software and tech-enabled services sectors. It provides financing for buyout, recapitalizations and growth stage capital requirements with an investment size of USD 20 - 200 million. The firm also acquires majority or minority interest. | Finance |
















