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Our Approach

Patterson Thoma Family Office is a privately held family investment holding company founded in 1982.

Its principals make investments in established funds and management teams who can efficiently deploy capital and provide a fair rate of return.

Investment Philosophy

PattersonThoma Family Office specializes in private equity, distressed debt, venture capital, and real estate among others. Our experienced team utilizes our vast network of partners and associates to captivate great business opportunities.
Portfolio

Investment Portfolio

The Team

Meet the Team

Dan Patterson

Founder and Chairman

Dan Patterson founded, acquired, built, and sold many companies during his career, investing in both LBO and growth equity transactions. Highlights include the creation of Medical Weight Management, which achieved ranking on Inc. Magazine’s list of fastest growing companies in 1988, and the acquisition, growth and subsequent sale of Texas Home Healthcare, at the time the largest home healthcare provider in the Southwest. He founded Transition Capital Partners (TCP) in 1993 which has been active in over 40 transactions since the firm’s inception. Dan also invests in other areas such as early stage growth equity and real estate and makes charitable gifts though Patterson Thoma Foundation. Dan earned a Bachelor of Liberal Arts degree from Kenyon College and a Master of Business Administration degree from Harvard Business School. He serves on the Board of Directors for many TCP portfolio and unaffiliated independent companies as well as non-profit foundations.

Colin Patrick

Chief Financial Officer

Colin Patrick is the Chief Financial Officer for Patterson Thoma Family Office. As CFO, Colin handles the financial needs of the company and monitors the performance of acquired portfolio companies and investments. After four years of public accounting, he left Deloitte to work for the philanthropist Lyda Hill as the Controller of her family office, LH Holdings, Inc., for eight years. He holds a B.S. degree in Accounting and a M.S. degree in Taxation from the University of North Texas. Colin is a Certified Public Accountant and holds the Chartered Financial Analyst designation.

Celeste Newton-Walker

Senior Accountant

Celeste Newton serves as a Senior Accountant 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.

Andy Harvey

Director of Business Development

Andy Harvey was born and raised in the Dallas-Fort Worth area. He has spent his entire professional career working and investing in DFW. For 25 years, Mr. Harvey worked in sales, while managing and directing his own wholesale paper company – United Papers, Inc. During his career with United Papers, Inc., the company sold and serviced every major printer and newspaper in the Southwest. In 2006, he joined Transition Capital Partners, finding deals and raising equity. Since January, 2010 Andy has served as Director of Business Development for Patterson Thoma Family Office. He is a graduate of Oklahoma State University in the School of Journalism.

Daniel Meyer

Associate

Daniel Meyer serves as an Associate for Patterson Thoma Family Office. Daniel provides feasibility analysis for real estate opportunities, and assists in the business development of new investments. Prior to joining Patterson Thoma, he facilitated the construction and management of medical offices and subdivisions across DFW with CHC Development. Daniel holds a Bachelor of Business Administration in Real Estate Finance and Development from the University of Texas at San Antonio, and is licensed to sell real estate in the State of Texas.

Eric Braun

Senior Accountant

Eric Braun serves as the Senior Accountant for Patterson Thoma Family Office. Eric provied accounting and financial services, helps with ad-hoc projects for the CFO, and maintains controls over the accounting process. His professional career includes five years of public accounting at Montgomery Coscia Greilich, LLP as tax consultant specializing in Investment Partnerships & Small Business Acquisitions. Eric holds and Bachelor of Accounting degree from Oklahoma State University.

Raquel Wilson

Executive Assistant

Raquel Wilson currently serves as the Executive Assistant for the Patterson Thoma Family Office where she assists in special projects and provides office management for the Patterson Thoma team.  Raquel has prior professional experience working as a midstream marketing analyst for EXCO Resources, Inc., a Dallas based oil and natural gas exploration company with operations in Texas, Louisiana and the Appalachia region.  Raised in East Texas and now residing in the Lakewood neighborhood of Dallas, Raquel earned a Bachelor of Business Administration from Baylor University.

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