Patrick joined the Chicago office of Allegiance Capital in 2012. He is experienced in working a middle market transaction from start to finish, managing a thorough and professional sales process that brings our clients competitive buyers and maximizes the value of the business. Patrick’s role includes leading the due diligence process, drafting pro forma financial statements and modeling transactions, managing virtual data rooms, and drafting marketing materials that showcase the strengths and growth prospects of our clients.
Patrick is skilled in constructing detailed financial models from the client’s historical financial data. These models are used to provide pro forma analysis of historical performance and project a company’s future performance, providing acquirers with the information needed to appropriately value a company. Allegiance also uses this type of financial modeling to analyze multiple transaction scenarios, and to compare competing bids and structures.