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

Verified Expert  in Finance

Finance Expert

Location
Kailua, HI, United States
Toptal Member Since
September 28, 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.

Career Highlights

Chief Operating Officer
True North America, Inc.
Chief Financial Officer
Le Jardin Academy

Education Highlights

Certification Highlights

Case Studies

Work Experience

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: Capital Raising, Financial Modeling, Strategy Planning, Zero-based Budgeting, Financial Planning & Analysis (FP&A)

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: Capital Structuring, Financial Planning & Analysis (FP&A), Strategy, Financial Modeling, Zero-based Budgeting, Budgeting

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: Capital Raising, Private Equity, Portfolio Analysis, Financial Restructuring, Bank Debt Raises, Strategy, Mergers & Acquisitions (M&A), Finance Process Improvement, Financial Modeling, Financial Planning & Analysis (FP&A)

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: Mergers & Acquisitions (M&A), Bonds

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: Leveraged Buyout Modeling, Comparable Company Analysis, Discounted Cash Flow (DCF), Pitch Decks, Financial Model Auditing, Financial Modeling, Mergers & Acquisitions (M&A), Bonds
1995 - 1997

Master of Business Administration (MBA) Degree in Finance and Accounting

University of Chicago - Chicago, IL

1989 - 1993

Bachelor's Degree in Finance

Baylor University - Waco, TX

JANUARY 2018 - PRESENT

Negotiations: Advanced Master Class

Harvard Law School Program on Negotiation Executive Education

JANUARY 2003 - PRESENT

Chartered Financial Analyst (CFA)

CFA Institute

JANUARY 1998 - PRESENT

Certified Public Accountant (CPA)

AICPA

Finance

CFO, Financial Modeling, Debt Restructuring, Mergers & Acquisitions (M&A), Financial Model Auditing, Bank Debt Raises, Credit Analysis, Private Equity, Revenue & Expense Projections, Valuation, Valuation Modeling, Credit/Debt, Accounting, Financial Planning & Analysis (FP&A), Budgeting, Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Private Equity Valuation, Forecasting, Financial Reporting, Fundraising, Finance Process Improvement, Financial Restructuring, Portfolio Analysis, Capital Raising, Zero-based Budgeting, Capital Structuring, Discounted Cash Flow (DCF), Comparable Company Analysis, Leveraged Buyout Modeling, Market Research, Fund Formation

Output Software

Microsoft Excel, Microsoft PowerPoint

Data & Analysis Software

QuickBooks Online, Financial Data

Industry Expertise

Nonprofits, Financial Services, Healthcare, Retail & Wholesale, For-profit Education, Health, Venture Capital, Industrials

Geographic Expertise

United States

Other

Business Plan Consulting, Healthcare Services, Strategy Planning, Pitch Decks, Fractional CFO, Interim CFO, Virtual CFO, EBITDA, Financial Analysis, Modeling, SaaS, Boards, Board Decks, Board of Directors, Biotechnology, Strategy, Bonds, Pitch Books, Leveraged Buyout (LBO), Leveraged Finance

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