Our goal is to fulfill your goals through a highly-successful transaction.
“We consider ourselves very lucky to advise clients who have created exceptional software businesses. They have poured their hearts, souls and minds into building their brands and reputations. We get the honor of telling their stories to help them achieve their goals.”
Patrick is involved in the full-continuum of all aspects of SEG’s business, from client development through closing client engagements. He performs industry and financial market research; assists in identifying, contacting and screening prospective clients; prepares offering decks; develops financial and valuation models; handles communication with clients; and drives deals.
- Early in my career at SEG, I supported one of the firm’s most successful recent transactions. I assisted in preparing and presenting the pitch to the prospective client and in all steps of the sales process, from preparing the offering memorandum through buyer outreach and due diligence.
- University of San Diego, B.A., Finance, cum laude