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Strategic Advisory for the Education Industry
Maximizing Value. Unlocking Liquidity. Ensuring Confidentiality.
SchoolWise Partners (“SWP”) is a strategic and M&A advisory firm focused exclusively on supporting providers of early and secondary education in the United States. Our firm advises those that are considering strategic options, such as selling their school business and / or real estate.
SchoolWise Partners is the only firm that combines an institutional, investment banking background with actual “school ownership” experience from amassing a portfolio of 42 private schools. Our firm leveraged this unique experience to add value to our clients and advise on more than $900 million in transaction value in the education industry. Our unique experience gives us a nuanced understanding of the challenges and opportunities in the market, and allows us to provide tailored solutions that deliver the best possible outcomes for our clients.
Our Advantage
Wall Street to Main Street. Combining Investment Banking with School Ownership Experience.
Experience. Capabilities. Execution.
Owned & Operated
42 Private Schools
Formerly owned a portfolio of private schools across 11 states from 2012 to 2018.
$900+ Million
Aggregate Deal Value
Advised in the sale of more than $900 million in transaction volume on behalf of our clients.
Advised & Transacted
275+ Private Schools
Advised in the sale of more than 275 schools on behalf of our clients across the United States.
Industry Expertise
We’ve built significant knowledge and expertise in the early education industry as leading strategic advisors and former owners of a portfolio of 42 private schools. Our team brings a differentiated perspective to our clients through our experiences as school owners, investors, investment bankers, and advisors. To date, our team has transacted in excess of 275 schools and $900 million in transaction value in the sector.
Unrivaled Capabilities
Delivering an unparalleled combination of knowledge, relationships and transaction execution. Our team is highly regarded for its ability to deliver first-class “investment-banking” type support and resources to provide clients with exceptional quality attention and execution. Our team is skilled at uncovering hidden value and articulating it to potential buyers – resulting to something greater than the sum of its parts.
Proprietary Network
Connected with a broad universe of domestic and international buyers, such as established corporate operators, private equity, family offices, and high net-worth individuals, who are actively seeking to invest in the education industry. We draw on our relationships with industry-focused buyers to create a competitive purchasing environment, designed to maximize value for our clients.
Our Clients
Who We Serve
Our clients are private school owners and early education providers — both the emerging “mom and pop” leaders in local markets and the established regional and national incumbents. We serve school owners across all curricula and learning stages including child-care, early education, secondary and post-secondary education.
SchoolWise Partners addresses the needs of “mom and pop” entrepreneurs, founders and shareholders in the education industry with value-add advisory services including strategic and transaction advisory. With our guidance and transaction support, our clients in the private education sector can realize their financial and non-financial goals.
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Who We Are
Industry leaders with decades of combined experience as investment bankers, private equity executives, seasoned investors, and owners of private schools across the country.
What We Do
Unlock value for our clients in the education sector by providing specialized services including sell-side and buy-side advisory, corporate development, and merchant banking.
Why We're Different
Our competitive advantage rests on our deep industry expertise and institutional approach coupled with our unrivaled capabilities and connetions in the education sector.