Strategic Advisory for the Education Industry
Maximizing Value. Championing Legacy. Ensuring Confidentiality.
SchoolWise Partners (“SWP”) is the leading M&A advisory and brokerage firm focused exclusively on the education sector in the United States.
We advise school owners nationwide, providing sell-side and buy-side advisory, valuation guidance, and end-to-end transaction management. Backed by deep sector expertise and an extensive network of strategic buyers and private equity-backed platforms, we run disciplined, competitive processes designed to maximize value, protect confidentiality, and drive smooth, on-time closings.
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, having transacted on more than $900 million in transaction volume in the education industry.
Our Advantage
Wall Street to Main Street. Combining Investment Banking with School Ownership Experience.
Experience. Capabilities. Execution.
Owned & Operated
42 Private Schools
Previously built, scaled, and operated a portfolio of private schools across 11 states from 2012 to 2018.
$900+ Million
Aggregate Deal Volume
Advised in the sale of more than $900 million in transaction volume involving private schools on behalf of our clients.
Advised & Transacted
300+ Private Schools
Advised in the sale of more than 300 private schools across the United States on behalf of clients.
Industry Expertise
Deep sector knowledge and differentiated perspective, built on both advisory and ownership experience. Our team has advised on the sale of more than 300 schools and previously owned and operated a portfolio of 42 private schools. With backgrounds as former school owners, strategic advisors, investment bankers, and real estate investors, we provide sector-specific guidance informed by more than $900 million of transaction value in the child care industry.
Unrivaled Capabilities
Delivering an unparalleled combination of sector knowledge, buyer relationships, and transaction execution. Our team is highly regarded for providing first-class, investment-banking-caliber support and resources, while delivering the attention and execution quality of a dedicated specialist advisor. We are skilled at identifying hidden value and clearly articulating it to potential buyers, often creating an outcome that is greater than the sum of its parts.
Proprietary Network
Connected to a proprietary network of more than 500 domestic and international buyers—including strategic operators, private equity firms, family offices, and high-net-worth investors—actively pursuing opportunities in the education industry. By leveraging our deep relationships with sector-focused buyers, we create competitive dynamics that help maximize value, enhance deal terms, and improve certainty of close.
Our Clients
Who We Serve
We serve private school owners and education providers across the country and across the full spectrum of the industry—from founder-led and independent operators to established regional and national platforms. Our clients represent a broad range of curricula and learning stages, including Montessori, Reggio Emilia, traditional, faith-based, child care, early education, and primary and secondary education.
SchoolWise Partners delivers value-add strategic and transaction advisory services to founders, entrepreneurs, and shareholders throughout the education sector. By combining sector expertise with hands-on execution, we help clients achieve their financial goals while also navigating the broader personal and strategic considerations that often shape important decisions.
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 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 industry expertise and institutional approach coupled with our unrivaled capabilities and connections in the education sector.
