Patrick E. Donohue

Eden Prairie, MN, United States

Member since June 26, 2017

In his 17 years of finance experience, Patrick has been an investor, board member, executive, banker, and entrepreneur (co-founded five businesses in finance, healthcare, and natural resource development). He joined Toptal to provide executive-level expertise between two board commitments. Patrick is highly visible in the business community and excels at using his network to provide executives with access to capital, clients, and partners.

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Career Highlights

President | CEO
Hill Capital Corporation
Co-Founder | Board Member
Inspiration Medical Technology, Inc.
Managing Director
Northland Securities, Inc.

Academic Highlights

Chartered Financial Analyst (CFA)
CFA Institute
Bachelor's degree
Creighton University

Case studies

Medical Device Company Research Report
- Company Research
- Equity Research
- Financials
Fully Dynamic Pro Forma Financial Forecasts
- Financials
- Financial Modeling
- Financial Model Auditing
- Three Statement Operating Model
- Pro Forma Analysis
- Pro Forma Financial Statements
- Valuation
Private Placement Memorandum
- Prospectus Drafting
- Private Placement Memoranda
- Private Placements
- Private Placement Marketing
- Private Placement Structuring
- SEC
- SEC Filing
- SEC Disclosure
Financial Model for a Startup Software Company
- Pro Forma Analysis
Executive Summary
- Executive Summaries
Analyst Report
- Research Reports
- Financial Modeling
Valuation Theory Presentation
- Asset Valuation
- Valuation
- Relative Valuation
- Valuations
- Equity Valuation
- Company Valuation
- DCF Valuation

Industry Expertise

Energy
Financial Services
MedTech

Other Expertise

Fundraising
Legal Structuring
Medical Devices
Pro Forma Financial Statements
Valuations

Employment

President | CEO
Hill Capital Corporation
2015 - PRESENT
- Built a financial model and budget for the creation of a middle market growth capital fund.
- Presented to executives and boards of key partners—helping them make a decision to launch the fund.
- Secured seed funding from seven founding investors, including the Hill namesake, the James J. Hill Center.
- Recruited board members, including the CFO of one of the largest global asset managers (retired).
- Authored and made filings with the SEC and state securities agencies.
- Developed and executed retail and institutional fundraising; included more than 150 public meetings with 3,000+ people and over 50 meetings with institutional investors.
- Continued to support institutional fundraising by identifying, contacting, and meeting with investors.
Focus areas: Fundraising, Finance Strategy, Late-stage Funding, CFO, Pro Forma Financial Statements, Integrated Financial Statements
Co-Founder | Board Member
Inspiration Medical Technology, Inc.
2010 - PRESENT
- Co-founded the company with a successful healthcare sales and marketing business partner.
- Recruited board members and investors.
- Negotiated and executed a licensing agreement for a key product.
- Established the company's business plan and financial projections.
- Developed the company's corporate records, accounting system, and payroll.
- Built sales and marketing with a 1099 sales force, online presence, SEO (including a direct mentor at Google), social media marketing, and eCommerce store (including a successful Amazon store).
- Supported the company as a board member and with oversight of financial reporting; continuing to be one of the company’s larger shareholders.
Focus areas: CFO, Financial Planning & Analysis (FP&A), Finance Strategy, Startup Funding, Corporate Finance, Market Research, Market Opportunity Analysis
Managing Director
Northland Securities, Inc.
2003 - 2009
- Led over $30 million of financings in 2007 as the sole underwriter. The total transactional experience exceeded $200 million.
- Held senior positions as the director of research and senior analyst covering companies (medtech, consumer, and telecom) and overseeing the research on a growing universe of 50 public companies.
- Opened the first institutional equity accounts with over 30 clients in the first 24 months of establishing the firm’s sell-side research product.
- Quoted in major business publications such as Businessweek.
- Conducted management discussions and deal due diligence on over 50 companies.
- Completed valuations and financial modeling for private and public companies, including fairness opinions.
- Incubated Northland Directions, an asset-management arm of Northland Securities. Served as Governor of the Northland Directions Equity Fund from 2007 to 2009.
- Maintained direct communications with global asset managers, CEOs, CFOs, and board members.
- Originated Northland’s Equity Capital Markets practice including creating the research product, processes, and hiring the first team.
Focus areas: Mergers & Acquisitions (M&A), Finance Strategy, Corporate Finance, Investment Banking, IPOs, Secondaries, PIPEs, Valuations, Fairness Opinion Reports

Other Experience

How to Build and Utilize a High-Impact Advisory Board (Publication)
https://www.toptal.com/finance/financial-consultants/advisory-board
Advisory boards are undoubtedly controversial. While many articles sing their praises, others condemn them as mere headshots in pitch decks. The truth is that advisory boards are usually not silver bullets. Still, they can be powerful tools and yield strong ROI—if executed properly. This article includes an overview of advisory boards, their economics, when they can and should be used, and a step-by-step guide to building one.

Education

Chartered Financial Analyst (CFA) in Finance, Economics, Statistics, Valuations, Financial Statement Analysis
CFA Institute - Charlottesville, VA, USA
2001 - 2003
Bachelor's degree in Finance
Creighton University - Omaha, NE, USA
1995 - 1999