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  • CASE STUDY: MAJORITY STAKE OF APPLE MONTESSORI SCHOOLS ACQUIRED BY SPANOS BARBER JESSE & CO.

About the company

Company: Apple Montessori Schools

Industries:  Consumer, Business & Residential Services

Description: Apple Montessori Schools (“Apple”) is one of the most established early childhood education and enrichment providers in its market. The Company’s proprietary curriculum builds on Montessori foundations and supports whole-child development across Infant, Toddler, Preschool/Kindergarten, and Elementary programs, complemented by summer camp, before/after school, and enrichment offerings.

Location:  Riverdale, NJ

Transaction details

THE SITUATION

  • Ownership sought to evaluate strategic alternatives amid evolving family-owner goals, creating an inflection point to pursue a long-term solution for the business.

    The process required extensive upfront preparation and hands-on support to meet institutional diligence expectations.

SMC’s CUSTOMIZED SOLUTION

  • SMC helped frame Apple’s investment story around its scale and track record of multi-site growth, emphasizing the durability of demand for high-quality early childhood education and the scarcity value of scaled platforms in the category.

    SMC positioned Apple’s differentiated approach and breadth of program offerings as a core competitive advantage, highlighting a clear path to continue expanding the footprint through a research-driven, whole-child curriculum model.

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