We had the good fortune of connecting with Eric Bergin and we’ve shared our conversation below.

Hi Eric, we’d love to hear more about how you thought about starting your own business?
I had been working in the private equity real estate industry for a while and saw a need in the market for customers to have more institutional-quality services. From my previous experience, I had developed a skillset that I knew customers needed and formed 3E Management in 2016 to help clients get to the next level.

Since the company’s founding, 3E has helped over 200 clients with fund, investment, and waterfall services; and has had over $26 billion of deal transactions over the last 18 months covering all real estate property types.

After starting 3E, I saw that a lot of clients needed help with financial modeling. Instead of starting every model from scratch, I made the decision to create standard template Excel models and founded Top Shelf® Models. This way, the templates were available to people who already knew how to underwrite private equity deals and may not have needed our consulting services through 3E.

After both these ventures and having built a team of analysts, I noticed that training them on how to underwrite deals was difficult and very time consuming. This led me to create Top Shelf® Academy, which has several private equity real estate courses, to help with internal training at 3E and external training for people wanting to get into private equity real estate.

Can you give our readers an introduction to your business? Maybe you can share a bit about what you do and what sets you apart from others?

I’ve learned it’s never easy to start your own company. My biggest challenge was finding a good, dependable team. I could only grow my client base so much during the first 2 years of 3E when the team was just myself. It wasn’t until I realized that your company is only as good as your team, and was able to hire and train new people. Now, we have a good dynamic between our finance and marketing teams—they bounce ideas off each other and rely on each other to succeed.

I am most proud of having a strong team. I’ve trained and taught them to be great at what they do, and it has made us grow exponentially as a company with the number of deals and clients that we have.


Let’s say your best friend was visiting the area and you wanted to show them the best time ever. Where would you take them? Give us a little itinerary – say it was a week long trip, where would you eat, drink, visit, hang out, etc.
If my best friend was visiting Dallas, some of the most interesting places and things we would check out throughout the week include:

The Katy Trail, Lakeside Park, The Knox-Henderson area, The Perot Museum, The Dallas Museum of Art, and The American Airlines Center for a Dallas Stars Game.

Some of my favorite restaurants that we would go to include:
Nonna, Desert Racer, Georgie, Bistro 31, Sushi Sake, Chuy’s, and Velvet Taco.

Who else deserves some credit and recognition?
I want to dedicate my shoutout to Nori Lietz, a professor at Harvard University. I’ve worked with her for several years, and years ago she was the one who gave me the confidence to start my own business. To this day, I still guest lecture for her class.

Website: www.3emanagement.org, www.tsmfinancialmodels.com, www.tsmfinancialacademy.com

Instagram: @3e_management , @tsmfinancialmodels , @tsmfacademy

Linkedin: 3E Management, LLC , Top Shelf® Models , Top Shelf® Academy

Twitter: @3E_Management , @TSMmodels , @tsmfacademy

Facebook: 3E Management, LLC. , Top Shelf Models , Top Shelf Academy

Nominate Someone: ShoutoutDFW is built on recommendations and shoutouts from the community; it’s how we uncover hidden gems, so if you or someone you know deserves recognition please let us know here.