Patrick Boyce, CFA, CPA, Finance Expert in Kailua, HI, United States
Patrick Boyce, CFA, CPA

Finance Expert in Kailua, HI, United States

Member since September 16, 2017
Over his 25-year career, Patrick has advised over 100 companies while employed by high-yield juggernauts DLJ Los Angeles, Salomon, and Highland Capital. He holds a Chicago Booth MBA, CPA, and is a CFA Charterholder. He helps firms raise capital, restructure finance teams, negotiate effectively with financial counterparties, and increase their profitability. As a freelancer, Patrick enjoys working with a variety of firms and stakeholders.
Patrick is now available for hire

Career Highlights

Case studies

Industry Expertise

  • Healthcare
  • Retail & Wholesale

Employment

  • Chief Operating Officer

    2018 - 2020
    True North America, Inc.
    • Led global operations for custom software professional services firm including finance, accounting, human resources, legal, and engineer utilization.
    • Developed pitch deck, identified potential investors, and negotiated all documentation for successful Series Seed financing.
    • Implemented new project and resources tracking cloud-based software system that resulted in a 50% reduction in unbilled hours.
    • Created annual three-statement financial models for budgeting and operations.
    • Established real-time financial and operating dashboards based on company-wide OKRs.
    Focus areas: Financial Planning & Analysis (FP&A), Zero-based Budgeting, Strategy Planning, Financial Modeling, Capital Raising
  • Chief Financial Officer

    2015 - 2018
    Le Jardin Academy
    • Led financial operations and strategic development for $19 million Pre-K–12th grade independent school.
    • Executed $15 million debt restructuring, resulting in new credit facility with 3.625% weighted average rate and six-year term.
    • Recruited consultants from McKinsey & Company to conduct pro bono strategic review and develop six-year strategic plan, which we completed in March 2017.
    • Sourced and negotiated affiliation agreement with internationally-focused, Hawaii-based university, allowing the school to expand its international recruiting, the first of its kind in Hawaii.
    • Reduced annual operating costs across multiple divisions by over 30% by analyzing contract costs and vendor recruitment.
    Focus areas: Budgeting, Zero-based Budgeting, Financial Modeling, Financial Strategy, Financial Planning & Analysis (FP&A), Capital Structuring
  • Partner, Chief Financial Officer and Head of Private Equity

    2004 - 2014
    Highland Capital Management
    • Evaluated and executed numerous strategic business line acquisitions and divestitures, including the sale of Highland’s European CLO business to Carlyle Group in 2012.
    • Negotiated diplomatically and successfully with “hostile” bank group during 2008 / 2009 credit crisis, resulting in a highly favorable outcome for Highland.
    • Restructured finance team to streamline span of control due to transition to Head of Private Equity.
    • Implemented highly successful “playbook” approach to process documentation in order to improve operating efficiency across the firm.
    • Promoted to Partner as first non-investment professional in firm's history.
    Focus areas: Financial Planning & Analysis (FP&A), Financial Modeling, Finance Process Improvement, Mergers & Acquisitions (M&A), Financial Strategy, Bank Debt Raises, Financial Restructuring, Portfolio Analysis, Private Equity, Capital Raising
  • Vice President

    2000 - 2004
    Citigroup/Salomon Smith Barney
    • Completed representative transactions, including sole-managed high-yield offerings and exclusive sell-side engagements.
    • Raised equity and debt capital for category-leading firms such as Gamestop (IPO), Brinker International Restaurants (convertible debt), and Rent-Way (high yield offering).
    • Advised board special committees on sell-side transactions involving companies such as Kinko's, Dean Foods, and Travelocity.
    Focus areas: High Yield, Mergers & Acquisitions (M&A)
  • Associate

    1998 - 2000
    Donaldson, Lufkin & Jenrette
    • Worked in the Los Angeles office and focused on developing capital structure alternatives using detailed financial models; calculated and analyzed liquidity and leverage and coverage ratios; valued companies using DCF, IRR, and comparable company analysis; and modeled and set financial covenants.
    • Executed in excess of ten transactions including IPOs, high-yield offerings, and M&As for financial sponsor clients across a wide variety of industries.
    • Served on projects with clients such as Bell Sports, Hollywood Video, Intertainer (video on demand), Crown Media (Hallmark Channel), Taco Cabana, and multiple private equity firms including TPG, Brentwood Associates, and Ares Capital.
    Focus areas: High Yield, Mergers & Acquisitions (M&A), Financial Modeling, Financial Model Auditing, Pitch Deck Financials, Discounted Cash Flow (DCF), Comparable Company Analysis, Leveraged Buyout Model

Education

  • Master of Business Administration (MBA) degree in Finance and Accounting
    1995 - 1997
    University of Chicago - Chicago, IL
  • Bachelor's degree in Finance
    1989 - 1993
    Baylor University - Waco, TX

Certifications

  • Negotiations: Advanced Master Class
    JANUARY 2018 - PRESENT
    Harvard Law School Program on Negotiation Executive Education
  • Chartered Financial Analyst (CFA)
    JANUARY 2003 - PRESENT
    CFA Institute
  • Certified Public Accountant (CPA)
    JANUARY 1998 - PRESENT
    AICPA

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