Cole Schmitz

Editor
DISC Type : CS

Senior Associate at Altamont Capital Partners

San Francisco, California, United States

Overview

Cole Schmitz is a Senior Associate at Altamont Capital Partners, focusing on private equity for middle-market companies. He previously worked as an Investment Banking Analyst in the industrials group at Guggenheim Securities and holds a BSBA in Finance and Entrepreneurship from Washington University in St. Louis.

An accomplished athlete, Cole played collegiate soccer for Washington University in St. Louis. His athletic background also includes being a four-year letter winner in both soccer and lacrosse during high school, where he served as a team captain.

Interesting fact: Cole was recognized for his Spanish language skills in high school, winning a bronze medal in the National Spanish Exam.

Personality Overview

Fact-Driven

Objective Thinker

Sometimes Friendly

They do not like taking risks at all and go for proven options in the end.  They are always well-planned and adopt a systematic approach. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Middle-Market Investing
His role at Altamont Capital Partners involves transforming and scaling lower-middle market companies across various sectors.
Industrials M&A
Gained direct experience in this sector as an Investment Banking Analyst at Guggenheim Securities.
Market Intelligence
Has emphasized the need for efficient tools to gather market trends and company data to support investment analysis.

Media Appearances

Cole has no verified media appearances

Work History

8-2023
Senior Associate at Altamont Capital Partners
7-2021 - 7-2023
Investment Banking Analyst at Guggenheim Partners

Education

2017 - 2021
BSBA from Washington University in St. Louis
Quinn School of Business from University College Dublin

More Information

Social Presence :

Prographics :

Exp : 4 Location : San Francisco, California, United States Job Level : N/A Designation : Senior Associate at Altamont Capital Partners
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Insights For Selling To Cole

During A Call Or A Meeting

DO's

  • Actively address their concerns around change, risk, and acceptance by users
  • If they are not asking many questions, nudge them to ask questions rather than just starting to talk yourself
  • Use phrases like 'results based on data', 'measurable proof', 'X% growth' etc.

DONT's

  • Avoid emotional and informal language, stay objective and to the point instead
  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic
  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Cole is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Cole

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Cole move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Cole take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Cole

Personality Compatibility


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