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Sanjay Gulati

Partner at Surge PE | Wharton MBA

Sanjay Gulati is a Partner at Surge Private Equity, a private equity firm based in Houston, Texas.1 He is an experienced investment professional with a strong background in private equity, growth equity, credit markets, distressed & special situations, structured products, and trading.1

Professional Experience

Gulati joined Surge Private Equity in 2022 as a Principal and was promoted to Partner in 2023.1 In his role, he primarily focuses on transactions in the software, technology services, and pharmaceutical services industry verticals.2 He currently serves on the board of Elite Clinical Network.2

Prior to joining Surge, Gulati's career included:

  • Vice President at Rallyday Partners (2021-2022)
  • Investment Professional at ArrowMark Partners (2018-2021)
  • Director at Highland Capital Management (2013-2018)
  • Investment Banking Analyst at MHT Partners (2011-2013)1

Education

Gulati holds a Bachelor of Business Administration in Business Honors and Finance from The University of Texas at Austin.12 He is currently pursuing a Master of Business Administration (MBA) at The Wharton School, expected to complete in 2026.1

Additional Information

Originally from Houston, Gulati supports the Rockets and enjoys playing tennis in his spare time.2 He is multilingual, with proficiency in Spanish, Punjabi, Urdu, and Hindi.1

Highlights

Apr 30 · linkedin

I'm excited to be part of the ISF Steering Committee launching the only community developed by and for independent sponsors to…

  • access and build relationships with vetted sources of capital,
  • explore solutions and share best practices with peers in a candid, confidential environment,
  • gain insights into proposed legislation, regulatory and policy changes that could materially impact our business
  • source deals and stay connected to the latest industry trends and terms.

I will be attending the ISF Deal Series – Nashville on May 14, 2024. The ISF Deal Series is open by invitation-only to vetted capital providers and independent sponsors.

The Inaugural Philadelphia Deal Series sold out—act now before it's too late! Learn more and request an invitation > https://lnkd.in/gH7dcZnR

#independentsponsors #2024ISFDealSeries #independentsponsorforum #dealsourcing #privateequity #lowermiddlemarket #investing #investmentopportunities #smallbusinessfunding #buildingsmallbusinesses

Nov 27 · linkedin

I’m honored to share that I’m starting a new position as Partner at Surge Private Equity!

Proud of everything the team & firm has done to-date, and excited about the endless possibilities to-come!

Related Questions

What are some notable deals Sanjay Gulati has led at Surge Private Equity?
How did Sanjay Gulati transition from investment banking to private equity?
What industries does Sanjay Gulati focus on at Surge Private Equity?
Can you provide more details about Sanjay Gulati's role at Rallyday Partners?
What are Sanjay Gulati's key achievements at Highland Capital Management?
Sanjay Gulati
Sanjay Gulati, photo 1
Sanjay Gulati, photo 2
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Experience

Partner at Surge Private Equity (2023 - Present)
Principal at Surge Private Equity (2022 - 2023), Vice President at Rallyday Partners (2021 - 2022), Investment Professional at ArrowMark Partners (2018 - 2021), Director at Highland Capital Management at MHT Partners (2011 - 2013)

Education

BBA in Business Honors Program, Finance at The University of Texas at Austin, MBA at The Wharton School (2024 - 2026), Attendance at Indian Institute of Management, Lucknow

Location

Houston, Texas, United States