Patrick Quay
Verified Expert in Management Consulting
Finance Expert
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
Education Highlights
Certification Highlights
Case Studies
Cash Flow Model for Search Fund
IPO Presentation
Strategy Assessment for Insurance Start-up
Software Expertise
- Microsoft Excel
- Microsoft PowerPoint
Other Expertise
- Board Presentations
- Business to Business (B2B)
- Finance
- Financial Modeling
- Private Equity
- Thematic Research
Work Experience
Vice President
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.
Senior Associate
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.
Investment Banking Analyst
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).
Education
Master of Business Administration (MBA) in Marketing and Operations
University of Pennsylvania - Philadelphia, Pennsylvania, USA
Bachelor's Degree in Finance
Wake Forest University - Winston Salem, North Carolina, USA
Certifications
Certified Public Accountant (CPA)
Virginia Board of Accountancy
Skills
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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