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; prepares offering decks; develops financial and valuation models; handles communication with clients; and drives deals.
- Leading all stages of sell-side M&A transactions, assisting lower-to-middle market software businesses in maximizing shareholder value while minimizing risk during a liquidity process.
- Actively managing several clients in various stages of a process, from the preparation of marketing materials and valuation of the company to communication and due diligence with potential acquirers.
- Closing a majority investment for a client at a valuation 40%+ higher than the guidance given at the start of the process through strategic positioning and driving a competitive process with various buyers.
- University of San Diego, B.A., Finance, magna cum laude