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

Verified Expert  in Finance

Finance Expert

Location
Bethesda, MD, United States
Toptal 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.

Career Highlights

Vice President
Northlane Capital Partners
Senior Associate
Sterling Partners

Education Highlights

Master of Business Administration (MBA)
University of Pennsylvania
Bachelor's Degree
Wake Forest University

Certification Highlights

Certified Public Accountant (CPA)
Virginia Board of Accountancy

Case Studies

Work Experience

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)
2016 - 2018

Master of Business Administration (MBA) in Marketing and Operations

University of Pennsylvania - Philadelphia, Pennsylvania, USA

2004 - 2008

Bachelor's Degree in Finance

Wake Forest University - Winston Salem, North Carolina, USA

JUNE 2009 - PRESENT

Certified Public Accountant (CPA)

Virginia Board of Accountancy

Finance

Financial Modeling, Financial Planning & Analysis (FP&A), Private Equity, Accounting, Leveraged Buyout Modeling, Valuation, M&A (Buy-side), Mergers & Acquisitions (M&A)

Output Software

Microsoft Excel, Microsoft PowerPoint

Industry Expertise

Healthcare, Technology, Telecommunications, Insurance

Other

Investments, Board Presentations, Finance, JMP, Business to Business (B2B), Analytics, Business, B2B, Business Development, Thematic Research, Auditing, Education, Investing, Leveraged Buyout (LBO), Media, Life Science, Biotechnology, Initial Public Offerings, Business Strategy, Modeling, Business Plan Consulting, Consulting

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