Dan Margolis

Privat kapitalinvesterare på MORGAN STANLEY

Finance

Consumer Services

Profil

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.

Aktiva positioner av Dan Margolis

Företag	Position	Start
MORGAN STANLEY	Privat kapitalinvesterare	-
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-analytiker	2017-07-01

Alla aktiva positioner av Dan Margolis

Dan Margoliss utbildningar

Erfarenheter
Innehade positioner

Aktiva

Inaktiva

Börsnoterade företag

Privata företag

Se detaljerna i Dan Margoliss erfarenhet

Relationer

Första gradens relationer

Företag kopplade till första graden

Man

Kvinna

Styrelseledamöter

Chefer

Se det personliga nätverket

Kopplade företag

Privata företag	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