Patrick Kupitz, Finance Expert in Munich, Bavaria, Germany
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Patrick Kupitz

Verified Expert  in Finance

Bio

Patrick has executed various M&A and fundraising projects with a strong focus on the TMT, IT services, and fintech sectors. He gained his M&A capabilities at the best corporate M&A team in Germany, in private equity, and at a PE-backed buy-&-build firm. His M&A know-how is complemented by operational experience in fintech as a co-founder and team leader in business development at a unicorn firm. Patrick enjoys advising clients on fundraising, M&A, and corporate finance projects.

Career Highlights

Associate Private Equity TMT
Deutsche Telekom Capital Partners

Education Highlights

Master's Degree
University of Mannheim
Bachelor's Degree
Edinburgh Napier University

Case Studies

Work Experience

COO | CFO | Co-founder

2019 - 2020
HandEX
  • Led the seed round fundraising, which resulted in significant funding from venture capital funds and business angels.
  • Concluded strategic partnerships with insurance and financing partners, defined processes and service level agreements, and managed efficient technical integration while complying with banking regulations.
  • Generated a double-digit million sales pipeline through direct sales and by building around 15 affiliate partnerships with brokers, banks, and logistics firms.
Focus areas: Financial Reporting, B2B Partnerships, Business Development, Business Strategy, Sales, Fundraising

Head of Business Development Office

2019 - 2019
Deposit Solutions
  • Initiated the turnaround of the business development team by introducing a performance-based culture, setting up central intelligence and reporting processes, and establishing a collaborative team spirit by defining a joint mission.
  • Steered European sales activities across 15+ countries and led proposal creation for blue-chip banks.
  • Established sales reporting for top management and investors, resulting in optimized business steering.
Focus areas: Team Leadership, Sales Management, Banking Relationships, B2B Partnerships, Sales

Associate Private Equity TMT

2016 - 2018
Deutsche Telekom Capital Partners
  • Led and closed a €600-million cash sale of Strato AG to United Internet and Warburg Pincus—building the financial model with the CFO, creating the investor presentations and board memorandum, as well as managing all sell-side due diligence.
  • Led and closed multiple buy-side deals in cloud and hosting, digital infrastructure, internet of things, marketplaces, and the software-as-a-service space.
  • Covered all stages of the deal cycle including the identification of opportunities, due diligence, investment memorandums and presentations, negotiations, legal documentation, and closing procedures.
  • Managed the portfolio company—monitoring for Scout24 AG, Ströer SE & Co. KGaA, and hosting and cloud-related assets.
Focus areas: Sales Purchase Agreements, Term Sheet Negotiations, Legal Documentation, Leveraged Buyout Modeling, Valuation Modeling, Investment Cases, M&A (Buy-side), M&A (Sell-side), Due Diligence

Analyst Corporate Development and M&A

2014 - 2016
Deutsche Telekom
  • Managed buy- and sell-side projects with many responsibilities, including achieving stakeholder alignment and garnering management and the supervisory board approvals, e.g., the sale of EE to British Telecom for £12.5 billion.
  • Reviewed the European telco landscape—identifying two potential minority targets and executing extensive due diligence including valuation, group leverage impact analyses, and structuring of derivative acquisition instrument (funded collar).
  • Built various fully dynamic financial models and valued various assets using methodologies such as discounted cash flows, comparable company and precedent transaction multiples, and leveraged buyout modeling.
Focus areas: Financial Modeling, Project Management, Strategic Planning & Execution, Portfolio Analysis, Mergers & Acquisitions (M&A)

Visiting Associate

2013 - 2013
Ardian Private Equity
  • Executed potential deals in pharmaceuticals which included formulating investment memorandums and recommendations.
  • Screened multiple investments across various sectors.
  • Performed financial modeling, multiples, and DCF valuations.
Focus areas: Due Diligence, Private Equity
2010 - 2012

Master's Degree in Business Administration with a concentration in Corporate Finance and Strategy

University of Mannheim - Mannheim, Germany

2007 - 2010

Bachelor's Degree in Business Administration with a concentration in Finance

Edinburgh Napier University - Edinburgh, United Kingdom

Finance

Fundraising, Private Equity, Mergers & Acquisitions (M&A), Three-statement Modeling, Leveraged Buyout Modeling, DCF Valuation, Valuation Multiples, Financial Modeling, Due Diligence, Financial Reporting, M&A (Sell-side), M&A (Buy-side), Valuation Modeling, Portfolio Analysis, Seed Fundraising

Output Software

Microsoft Excel

Industry Expertise

Telecommunications, Banking & Finance, Technology, Venture Capital, Software

Data & Analysis Software

Capital IQ, Bloomberg

Geographic Expertise

Europe

Other

Financial Forecasting, TMT, Fintech, Deal Structuring, Legal Structuring, PowerPoint Design, Cloud, SaaS, Internet of Things (IoT), Software as a Service (SaaS), Early-stage Venture Capital, STATA, Infrastructure, Marketplaces, Data Centers, Sales, Business Strategy, Business Development, B2B Partnerships, Banking Relationships, Sales Management, Team Leadership, Investment Cases, Legal Documentation, Term Sheet Negotiations, Sales Purchase Agreements, Strategic Planning & Execution, Project Management, Microsoft 365, Pitch Decks, Operating Models, Unit Economics, Precedent Transaction Analysis, IT Services, IT Infrastructure, Company Strategy, Business Administration

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