Publication
How to Build and Utilize a High-impact Advisory Board
https://www.toptal.com/management-consultants/financial-consultants/advisory-board
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Patrick E. Donohue
Verified Expert in Management Consulting
Management Consulting Expert
Eden Prairie, MN, United States
Toptal member since October 5, 2017
Bio
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.
Career Highlights
President | CEO
Hill Capital Corporation
Co-Founder | Board Member
Inspiration Medical Technology, Inc.
Managing Director
Northland Securities, Inc.
Education Highlights
Chartered Financial Analyst (CFA)
CFA Institute
Bachelor's Degree
Creighton University
Case Studies
Medical Device Company Research Report
Company ResearchEquity ResearchFinancials
Fully Dynamic Pro Forma Financial Forecasts
FinancialsFinancial ModelingFinancial Model AuditingThree-statement ModelingPro Forma AnalysisPro Forma Financial Statements+ 1 more
Private Placement Memorandum
Prospectus DraftingPrivate Placement MemorandaPrivate PlacementsPrivate Placement MarketingPrivate Placement StructuringSEC Filing+ 1 more
Financial Model for a Startup Software Company
Pro Forma Analysis
Executive Summary
Executive Summaries
Analyst Report
Research ReportsFinancial Modeling
Valuation Theory Presentation
Asset ValuationValuationRelative ValuationEquity ValuationDCF Valuation
Industry Expertise
- Energy, Utilities & Waste
- Electricity, Oil & Gas
- Finance
- Insurance
- Manufacturing
- Minerals & Mining
- Real Estate
- Retail
Other Expertise
- Fundraising
- Legal Structuring
- Medical Devices
- Medtech
- Pro Forma Financial Statements
- Valuation
Work Experience
President | CEO
2015 - PRESENT
Hill Capital Corporation
- 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: Integrated Financial Statements, Pro Forma Financial Statements, CFO, Late-stage Funding, Finance Strategy, Fundraising
Co-Founder | Board Member
2010 - PRESENT
Inspiration Medical Technology, Inc.
- 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: Market Opportunity Analysis, Market Research, Corporate Finance, Startup Funding, Finance Strategy, Financial Planning & Analysis (FP&A), CFO
Managing Director
2003 - 2009
Northland Securities, Inc.
- 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: Fairness Opinion Reports, Valuation, Minority Investments, Public Companies, Private Equity Secondaries, Initial Public Offerings, Investment Banking, Corporate Finance, Finance Strategy, Mergers & Acquisitions (M&A)
Other Experience
Education
2001 - 2003
Chartered Financial Analyst (CFA) in Finance, Economics, Statistics, Valuations, Financial Statement Analysis
CFA Institute - Charlottesville, VA, USA
1995 - 1999
Bachelor's Degree in Finance
Creighton University - Omaha, NE, USA
Skills
Finance
Valuation, Forecasting, Project Finance, Finance Strategy, Pro Forma Financial Statements, Three-statement Modeling, Fundraising, Budgeting, Private Equity, Financial Planning & Analysis (FP&A), Mergers & Acquisitions (M&A), Corporate Finance, Specialty Finance, Late-stage Funding, CFO, Integrated Financial Statements, Private Equity Secondaries, Minority Investments, Fairness Opinion Reports, Startup Funding, Market Research, Market Opportunity Analysis, Asset Valuation, Equity Valuation, DCF Valuation, Financial Modeling, Financial Model Auditing, Equity Research
Output Software
Google Sheets, Google Docs, Microsoft PowerPoint, Microsoft Excel, Expensify, Prezi
Industry Expertise
Consumer Products, Financial Services, Technology, Mining, Energy, Renewable Energy, Industrial & Manufacturing, Retail & Wholesale, Health Insurance, Public Companies, Real Estate, Oil & Gas
Geographic Expertise
United States, Canada, Singapore, Hong Kong, Ireland, Australia
Data & Analysis Software
QuickBooks Online, Bloomberg, Capital IQ
Other
Medical Devices, Investment Banking, SEC Filing, Financials, Gmail, Medtech, Healthcare Services, Financial Statements, Financial Consultation, Finance, Energy Sector Expert, Strategy, Amazon, Amazon Webstore, SEC Disclosure, Amazon SEO, Banking Relationships, NYSE, NASDAQ, Legal Structuring, Solar, Initial Public Offerings, Executive Summaries, Relative Valuation, Pro Forma Analysis, Prospectus Drafting, Private Placement Memoranda, Private Placements, Private Placement Marketing, Private Placement Structuring, Research Reports, Company Research, Fintech, WordPress, Debt Financing, Google Voice, Amazon Seller Reporting, Biotechnology, eBay Listings, FDA & EPA Regulations
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