Experience

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  Software Equity Group

  • United States
  • Investment Banking
  • 1 - 100 Employee

  • Vice President

    • Aug 2021 - Aug 2023

    SEG Capital Advisors, LLC provides sell-side M&A advisory services to B2B software companies.Patrick's Select Publicly Announced Deal Experience:Supply Chain:• Princeton TMX Investment from The Stephens Group• V-Technologies Acquisition by Aptean• PC Synergy Acquisition by Visible Supply Chain Management (owned by Maersk)• Insight Mobile Data Investment from Accel-KKR• BestTransport Acquisition by Descartes (NasdaqGS: DSGX)Real Estate:• Mobile Doorman Acquisition by Zego, formerly PayLease (owned by Global Payments)• Modern Message Acquisition by RealPage (owned by Thoma Bravo)• Projectmates Acquisition by Hexagon AB (HEXA-B.ST)• FullCount Acquisition by 365 Retail Markets (owned by Providence Equity Partners)• BuildingLink Investment from Bregal SagemountHealthcare:• HemaTerra Technologies Investment from The Riverside Company• Kaleida Systems Acquisition by Fullsteam Sales & Marketing:• Ambassador Software Acquisition by Intrado (owned by Apollo Global)• Topbox Acquisition by Khoros (owned by Vista Equity Partners)Higher Education:• Destiny Solutions Investment from The Riverside CompanyWorkplace / Facility / Asset Management:• OfficeSpace Software Investment from Resurgens Technology Partners

  • Senior Associate

    • Jun 2020 - Aug 2021

  • Senior Analyst

    • Jun 2018 - Jun 2020

  • Analyst

    • Jun 2016 - Jun 2018

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  University of San Diego - Knauss School of Business

  • Endowment Fund, Student Investment Analyst

    • Sep 2014 - May 2016

    • Developed valuation models using DCF and Comparable Companies Analyses and created presentations to pitch public equity investments to the Endowment Committee.• Achieved successful investment pitches for multiple public companies, including Salesforce (NYSE:CRM) in 2015 (400%+ return through 2023).

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  Morgan Stanley

  • Los Angeles Metropolitan Area

  • Wealth Management Analyst

    • Jun 2014 - Aug 2014
    • Los Angeles Metropolitan Area

    • Performed market research and conducted investment diligence, analyzing multiple global strategies and opportunities for client portfolios. • Assisted with client engagement, relationship management, and prospect marketing.