Dan Margolis

Private Equity Investor at MORGAN STANLEY

Finance

Consumer Services

Profile

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.

Dan Margolis active positions

Companies	Position	Start
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 Analyst	2017-06-30

All active positions of Dan Margolis

Training of Dan Margolis

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Dan Margolis's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	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