Meet Our Team

Our team brings a broad set of experiences to help our growing businesses thrive. We work tirelessly to support our portfolio companies

Dan Margolis

Associate

Investments

Education

Washington University

Contact

As an Associate at Serent Capital, Dan is responsible for evaluating investment opportunities, managing business due diligence processes, and supporting Serent's portfolio companies.

Prior to joining Serent Capital, Dan worked at Morgan Stanley as an Investment Banker in the Mergers & Acquisitions / Corporate Finance Group in Chicago. While there, he advised clients in the industrials and consumer retail sectors on M&A transactions, activist defense, and debt financing. 

Dan holds a BS in Physics and a minor in Mathematics from Washington University in St. Louis.