Path Partners maintains a primary focus upon the education and training market including product, service and technology providers that successfully compete within this important sector of our economy. The firm's Managing Director, David Grenat, has advised businesses and non-profit entities within the education and training sector since 1988. Please refer to the following case summaries which describe certain of Path Partners' and David's advisory experience with education and training organizations.
| Entity |
Project |
| Post Secondary Student Support Services |
Developed business plan and comprehensive financial model for roll-out of a post-secondary student support services business for national operator of schools serving at-risk youth and students with special needs. Identified new site locations, introduced services concept to community college administrators, negotiated facilities leases, helped recruit site directors and professional staff and managed development of site operations manual for 2 new centers. |
| Allied Health Schools |
Constructed financial model and capitalization plan for owner of allied health schools to identify resource requirements associated with building a regional network of schools. Presented the plan to a private equity group and secured proposal the help fund the expansion strategy. |
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Secured credit and private equity financing to fund purchase of proprietary allied health and information technology school group. |
| Public School District |
Actively participated on committee, comprised of parents, educators and school administrators to evaluate new superintendent candidates for local school corporation. |
| Charter Schools |
Served on panel, formed and led by representatives of prominent foundation to thoroughly evaluate planning grant applications of several charter school organizations. Subsequently participated in two conferences to further assist grant recipients with strategic planning processes. |
| Information Technology & IT Schools |
Evaluated financial strategy options for owners of proprietary business and information technology colleges prior to a successful initial public offering. |
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Prepared business valuation for K-12 instructional management system company prior to subsidiary's sale by parent company. |
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Evaluated financial strategy options, prepared business valuation and negotiated letter of intent regarding sale of information technology school group to strategic buyer. |
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Structured transaction, negotiated letter of intent, composed private placement memorandum and solicited equity investors for acquisition of private college. |
| Corporate Training |
Evaluated financial strategy options for corporate training business serving the broadband industry. |
| Learning Centers |
Provided financial planning services to owners of two K-12 supplemental educational companies supplying foreign language training and math and reading tutorial services to elementary school students. |
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Assisted operator of at-risk learning centers in entering new geographical territory via market research, presentations to state department of education personnel and various public school districts' board members and administrators and participation in new site startup activities for company's first learning center within that particular state. |
| Automotive Training Schools |
Originated transaction and advised publicly traded business development company on acquisition of automotive school. |
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Advised public company in sale of automotive school to strategic buyer. |
| Other |
Conducted comprehensive valuation analysis of post-secondary sector for publicly traded company evaluating entry into the industry. |
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Compiled business plan and arranged equity financing for acquisition of paralegal school. |
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Prepared business valuation for K-12 educational video producer prior to company's entering sale process. |
