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 a deal lead and spearheads all aspects of client engagements. He has a determined work ethic and passion for helping others that is applied to every project. Patrick’s goal for each client to drive value while ensuring a smooth process.
Patrick’s deal contributions include: Modern Message Acquisition by RealPage, OfficeSpace Software Investment from Resurgens Technology Partners, Insight Mobile Data Investment from Accel-KKR, HemaTerra Technologies Investment from The Riverside Company, Destiny Solutions Investment from The Riverside Company, Ambassador Software Acquisition by Apollo Global-owned West Corporation, ShowClix Investment from Providence Equity, and Nicus Software Investment from Spotlight Equity.
Patrick is an outdoor enthusiast and enjoys surfing, open water swimming, hiking, and snowboarding.
- Participating in successful closure of 10+ transactions in a wide variety of software product categories and industry verticals.
- Assisted in closure of strategic acquisition of client at a valuation 100%+ higher than they had received less than one year earlier.
- University of San Diego, B.A., Finance, magna cum laude