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Patrick Quay, Finance Expert in Bethesda, MD, United States
Patrick Quay

Finance Expert in Bethesda, MD, United States

Member since November 16, 2020
Patrick is a private equity professional with expertise leading acquisitions, due diligence, financial planning and analysis, investment evaluation, and strategic, operational analysis. Patrick managed the acquisition of eBay Enterprise, a carve-out from eBay. He is recognized as a top-ranked analyst and was the lead modeling instructor at Wells Fargo Securities. He enjoys working with people, quickly learning about new businesses at an in-depth level, and delivering strong work product.
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Career Highlights

Education

Select Certifications

Case studies

Software Expertise

Other Expertise

Employment

  • Vice President

    2018 - 2020
    Northlane Capital Partners
    • Acted as board member of Discovery Data (DaaS), List Partners (DaaS), and Potpourri (catalog company).
    • Led LBO attempt of a government software company for ~$240 million, including business diligence, third-party diligence, arranging debt, and negotiating SPA.
    • Developed the investment thesis for health care benefits, including identifying key trends and market forces, key investment bankers, and potential acquisition targets.
    • Led the LBO attempt of the healthcare benefits administrator for ~$100 million, including business diligence, third-party diligence, arranging debt, and negotiating SPA.
    Focus areas: Thematic Research, Business Development, Healthcare, B2B, Private Equity, Investments

  • Senior Associate

    2015 - 2016
    Sterling Partners
    • Quarterbacked acquisition of NRCCUA, a data services provider to the higher education industry. Ran business diligence, modeled, negotiated legal documents, and presented the deal's merits and risks to the investment committee.
    • Assisted two managing directors with the launch of a new fund focused on services to the education industry, including LP reporting, investment memo templating, and process design.
    • Recruited and interviewed associate to join the team.
    Focus areas: Financial Modeling, Leveraged Buyout (LBO), Investing, Private Equity, Education

  • Investment Banking Analyst

    2010 - 2013
    Wells Fargo Securities
    • Advised Apex Systems on a sale to On Assignment (private company sale to public company sale).
    • Advised Mortgage Cadence Software on sale to Accenture.
    • Served as the lead modeling instructor for the incoming analyst class.
    • Recognized as the top-ranked analyst in the Mergers and Acquisitions Group (five out of five).
    Focus areas: Telecommunications, Media, Technology, Mergers & Acquisitions (M&A)

Education

  • Master of Business Administration (MBA) in Marketing and Operations
    2016 - 2018
    University of Pennsylvania - Philadelphia, Pennsylvania, USA
  • Bachelor's Degree in Finance
    2004 - 2008
    Wake Forest University - Winston Salem, North Carolina, USA

Certifications

  • Certified Public Accountant (CPA)
    JUNE 2009 - PRESENT
    Virginia Board of Accountancy

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