Patrick Kenna
Senior Associate at Salem Investment Partners- Claim this Profile
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Bio
Credentials
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Series 63
Financial Industry Regulatory Authority (FINRA) -
Series 79
Financial Industry Regulatory Authority (FINRA)
Experience
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Salem Investment Partners
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United States
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Venture Capital and Private Equity Principals
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1 - 100 Employee
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Senior Associate
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Jul 2017 - Present
Salem Investment Partners is a private SBIC fund with over $350 million of assets under management. The firm specializes in subordinated debt and equity investments in privately-held, middle-market businesses across a variety of industries. • Involved in the due diligence, underwriting, negotiation, and execution of new investments for management buyouts, acquisition financing, growth capital, and recapitalization transactions • Invested over $80MM of Salem capital across 10 new portfolio companies • Responsible for monitoring the firm's investment portfolio
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SunTrust Robinson Humphrey
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Investment Banking
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200 - 300 Employee
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Portfolio Management Analyst - Corporate Investment Banking
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Jun 2014 - Jun 2017
Responsible for underwriting syndicated cash-flow loans and capital markets products for STRH corporate clients. Actively managed the credit exposure and risk/return of STRH’s committed capital for a portfolio of over 20 clients with $1.5 billion in credit exposure, consisting of companies with $100 million - $5 billion in revenue and across a variety of industries, including TMT, industrials, business services, financial institutions, and consumer & retail. Underwrote 20 debt transactions totaling ~$1.0 billion in STRH committed capital. Performed extensive investment due diligence including financial modeling, industry research, debt capacity and credit structure recommendations, and risk-adjusted ROI analysis.
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Raymond James
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United States
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Financial Services
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700 & Above Employee
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Summer Analyst - Financial Services Investment Banking
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May 2013 - Aug 2013
Developed financial models to value and analyze potential M&A opportunities and assess debt and equity financing alternatives for transactions. Collaborated with senior bankers on client presentations, and worked on 3 live deals. Selected Transaction Experience: • $50 million Preferred Equity Offering for a $2 billion community bank • $280 million Acquisition of a community bank by a $4.2 billion community bank • $77 million Acquisition of a community bank by a $2.4 billion community bank
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Education
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2010 - 2014
University of North Carolina at Chapel Hill
Bachelor of Science in Business Administration, Finance and Consulting Concentrations
Community
