Dynamic finance professional with over a decade of experience in investment banking, specializing in M&A, financial modeling, and strategic analysis for Fortune 500 clients across technology and healthcare sectors.
Specialized in building complex financial models including DCF, LBO, and comparable analyses to support strategic transactions.
Extensive experience in executing and managing M&A deals, from due diligence to negotiation, ensuring optimal outcomes.
Skilled in structuring debt and capital solutions to support corporate financing and growth strategies.
Proficient in analyzing financial and credit risks, developing mitigation strategies to minimize exposure.
Pierce & Pierce
Lead execution of M&A transactions ranging from $50M to $500M in enterprise value. Manage client relationships with Fortune 500 companies across technology and healthcare sectors. Developed proprietary valuation models that improved accuracy of deal pricing by 12%. Supervise team of 4 analysts and associates in financial modeling and due diligence processes. Participate in pitch presentations to C-level executives and board members
Pierce & Pierce
Executed comprehensive financial analysis for leveraged buyouts and strategic acquisitions. Built complex financial models including DCF, LBO, and comparable company analyses. Conducted extensive industry research and competitive landscape assessments. Coordinated due diligence processes with legal counsel, accountants, and consultants. Prepared detailed pitch materials and transaction marketing documents
Goldman Sachs
Performed valuation analysis and financial modeling for public and private companies. Supported senior bankers in client presentations and deal negotiations. Developed comprehensive industry research reports and market analysis. Maintained detailed transaction databases and market intelligence systems. Collaborated with cross-functional teams including sales, trading, and research divisions
Master of Business Administration (MBA)
Bachelor of Arts
Greetings, my name is Patrick and I'm an investment banker here in Manhattan. I've grown and managed multi-million dollar investment profiles. I have a meticulous attention to detail and love Huey Lewis in the news. I'm looking to advance my Wall Street career.
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JPMorgan Chase
Analyzed financial statements and performed credit risk assessments. Created detailed financial projections and sensitivity analyses. Supported origination team in client prospecting and relationship development. Maintained regulatory compliance documentation and reporting requirements. Participated in internal training programs and professional development initiatives