David Steinmetz

SchoolWise Partners

Role
m & a Advisory at Schoolwise Partners
Location
Philadelphia, PA, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

Experience

  1. m & a Advisory

    Schoolwise Partners

    Nov 2019 — Present · Philadelphia, PA, US

    SchoolWise Partners is a leading advisory boutique that provides sector-focused expertise to school owners and early education providers.We combined the best of investment banking and entrepreneurship experiences to bridge the market’s need for high-quality advisory services in the under-served early education segment. Our competitive advantage rests on our deep knowledge and transactional experience in the sector coupled with our unique capabilities of ensuring the best possible outcome.Collectively, our team has advised in more than $25 billion of transactions across industries such as media, healthcare, education, real estate, and others; and more specifically, in over $500 million in the early education sector.

Education

  • Clemson University

    Undergrad

    2009 — 2013

  • University of Newcastle

    Finance

    2011 — 2011

Skills

  • Financial Accounting
  • Management
  • Cost Accounting
  • Outlook
  • Financial Analysis
  • Financial Reporting
  • Teamwork
  • Banking
  • Risk Management
  • Accounting
  • Research
  • Account Reconciliation
  • Public Speaking
  • Accounts Payable
  • Data Analysis
  • Finance
  • Leadership
  • Financial Modeling
  • Strategic Financial Planning
  • Matlab
  • Due Diligence
  • Customer Service
  • Analysis
  • Microsoft Office
  • Microsoft Word
  • Corporate Finance
  • Social Media
  • Accounts Receivable
  • Financial Services
  • Financial Risk
  • Anti Money Laundering
  • Event Planning
  • Powerpoint
  • Microsoft Excel

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David Steinmetz — m & a Advisory at Schoolwise Partners in Philadelphia, PA, US | Unifers