As a privately held family investment company founded in 1982, our experienced team utilizes our vast network of partners and associates to captivate great business opportunities.
We provide cash and expertise to skilled operators to buy, build and grow private enterprises
Patterson Thoma Family Office is a privately held family investment company founded in 1982. Our objective is to invest in established funds and management teams who can efficiently deploy capital and provide an exceptional rate of return. Our experienced team utilizes our vast network of partners and associates to captivate great business opportunities. While we prefer direct investment opportunities, we will also consider partnering alongside operators in established funds with a concentrated focus.
We believe good people drive good investments. We invest in many sectors with Private Equity, Real Estate and Specialty Finance as our primary focus. Within each, we have additional criteria but consider us generalist investors. We like “story” deals that create unique investment opportunities, where our skillset may be leveraged to drive value for our partners.
We do invest in Oil & Gas under limited circumstances, but we specifically avoid direct exploration, production projects, and other areas of high risk.
No, direct deal only.
As long as it makes sense. We are firm believers in Milestone Investing. Some companies achieve success with a single round of funding, but some companies follow a different path, and their capital needs may change over time. We work with each company to provide the right amount of capital and structure given the current needs of the company. In some instances, we have participated in many rounds of investments with a company – including some that are now publicly traded.
Absolutely. Sometimes we act as a sole funding source; sometimes we assume the role as Lead Investor assisting the company with their larger financing. Other times we are a happy LP investor in the backseat.
No. We are less focused on our exact ownership percentage but do intend that our investment is Meaningful Capital to the company and operator. We appreciate frequent and open communication with our partners.
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Celeste Walker serves as the Director of Operational Finance for Patterson Thoma Family Office. Celeste is a Certified Public Accountant and provides accounting, tax, and financial services for the office as well as assists in cash management. Before joining Patterson Thoma, she worked at Deloitte as a tax consultant for hedge funds and investment partnerships. Celeste holds Bachelor of Accounting and Master of Professional Accounting degrees from the University of Texas at Austin.