Sanjay Gulati

Critic
DISC Type : C

Partner at Surge Private Equity

Greater Houston, United States

Overview

Sanjay Gulati is a Partner at Surge Private Equity with nearly two decades of experience in private equity and credit strategies across technology, healthcare, and business services. He holds an MBA from The Wharton School and a BBA from The University of Texas at Austin.

Outside of his direct investment work, Sanjay is actively involved in fostering the private equity community. He is a member of the ISF Steering Committee, a community developed by and for independent sponsors to build relationships and share best practices.

He has led multiple deals, including acquisitions in eDiscovery and legal staffing, and has served on the board for companies in cybersecurity and health economics.

Personality Overview

Negotiator

Precise

Information Seeker

They enjoy working alone and do not rely on others very often.  They prefer to do logical analysis and value evidence over emotions. Unless the value is proven by data, they are unlikely to value fancy features.

Topics They Care About

Private Equity
As a Partner at Surge Private Equity, he has deep experience in sourcing, underwriting, and managing lower middle-market majority buyouts.
Healthcare Investing
He has direct experience with healthcare companies, including an outsourced clinical research organization and a tech-enabled real-world evidence firm.
Independent Sponsor Model
He is on the ISF Steering Committee, an organization created specifically for independent sponsors to connect with capital sources and peers.

Media Appearances

SANJAY GULATI - Surge Private Equity. Featured in Surge Private Equity (official website)

See Now

Work History

Partner at Surge Private Equity
Principal at Surge Private Equity
Vice President at Rallyday Partners
Investment Professional at ArrowMark Partners
Director at Highland Capital Management

Education

2024 - 2026
Master of Business Administration - MBA from The Wharton School
BBA: Business Honors Program from The University of Texas at Austin

More Information

Social Presence :

Prographics :

Exp : N/A Location : Greater Houston, United States Job Level : Senior Designation : Partner at Surge Private Equity
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Insights For Selling To Sanjay

During A Call Or A Meeting

DO's

  • Be ready to answer many clarity-seeking questions and requests for information
  • Don’t forget to mention how you compare to competition on both features and pricing
  • Tell them what ROI they can expect

DONT's

  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Don't give superficial answers, they are easily rattled by them
  • Don’t try to give too many examples of other users, they like to make their own decisions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sanjay is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Sanjay

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Sanjay move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Sanjay take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Sanjay

Personality Compatibility


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