Flexible Capital Structures

Founded in 1982, Patterson Thoma successfully aligns interests
of operators and investors
Investments
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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 Specialize In

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Private Equity

icon specialty finance

Specialty Finance

icon early stage capital

Early Stage Capital

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Real Estate

Featured Case Studies

case study railhead rental
case study compaction technologies
case study adaptive 3d
case study anchor
case study teladoc
case study nca loans
case study mckinney fund
case study cariloop
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1
Years of Experience
$ 1 MM
Capital Invested
1
Clients Helped
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Who We Are

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.

Our Team

Frequently Asked Questions

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 not invest in cannabis or crypto. We also avoid consumer products, food and beverage, capital-intensive companies, highly cyclical companies, and commodity-based companies.

We do invest in Oil & Gas under limited circumstances, but we specifically avoid direct exploration, production projects, and other areas of high risk.

Yes, we work with companies to solve capital needs, including equity or debt solutions. Examples of debt solutions may include working capital loans or purchase order loans. Our debt return expectations would be higher than one would anticipate from a bank partner.
Although we consider ourselves passive, we will actively participate in certain situations where the opportunity merits it. We consider ourselves allocators with strong operating relationships. Some companies only need capital and that is fine with us, but for companies that require more, we bring in relationship partners.
Yes, but we only partner with companies that have achieved revenue success, through proven market demand for their companies.
Absolutely, we are currently Co-GP on several opportunities where our history and expertise makes us valuable to the larger investor base. We are happy to consider both LP and GP opportunities with you.
We support leaders with great ideas and strong team building skills. A history of success is preferred but not required; however, a history of hard work, hands on experience and integrity is critical.
In addition to debt or equity capital, we are available to assist across the various functions of a business. We have experienced accounting and finance team members and a deep roster of industry contacts, sales executives, board members, co-investors, etc.
Usually not, but it depends on the deal.

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.

From $100k to $20M. Let’s discuss what you need, and we will solve it together.

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.

While we like to meet with our Texas and South-Central U.S. partners frequently, we are open to investments in out-of-state companies. We do not invest in international companies.

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© 2022 Patterson Thoma Family Office. All Rights Reserved.

Address

3899 Maple Avenue
Suite 225
Dallas TX 75219

Phone

(214) 978-3831

Email

newinvestments@pattersonthoma.com

Address

3899 Maple Avenue,
Suite 225,
Dallas, TX 75219

Phone

(214) 978-3831

Email

info@pattersonthoma.com

Linkedin

© 2022 Patterson Thoma Family Office. All Rights Reserved.

GTF Energy, LLC dba Railhead Rentals

Patterson Thoma partnered with another family office originally to provide growth capital for an extended stay housing provider in West Texas. At the request of the operator, we eventually purchased the entire enterprise. Investors have realized a 14% IRR to date and continue to receive monthly cash flow distributions from operations. Patterson Thoma maintains its role in operations, marketing, accounting, and investor reporting and compliance.

Compaction Technologies

Respecting the operator’s desire to maintain 100% of his company’s equity, our team structured a solution for the trash compactor manufacturer via the financing of their lease agreements with their customers. This accelerated the company’s cash flow and relieved them of servicing the leases. We provided $5MM+ in financing for the company and successfully placed the portfolio with a leading operator in the space less than one year after the initial lease purchase.
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Adaptive 3D Technologies

In active support of a UT Dallas professor, Patterson Thoma was the first seed investor in a 3D-manufacturing company. As applications of the technology across multiple industries grew, Patterson Thoma participated in the Series A round, and in year four of the investment, advised the company through an exit via a SPAC (Ticker: DM). We maintain a good relationship with the founders and have subsequently invested in their next venture.
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Anchor Workforce Industrial

Patterson Thoma partnered with a local DFW operator, focused on industrial warehouse sites. Together we have successfully acquired, refurbished, and leased a growing portfolio. We continue to actively pursue new opportunities.
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Teladoc Health

Patterson Thoma was an early investor in Teladoc Health (Ticker: TDOC). We participated in numerous pre-IPO funding rounds, including equity investments and convertible notes.
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NCA Loans

We have partnered with a prominent debt servicing firm in Dallas, TX to lead the capital formation of multiple debt portfolios yielding monthly cash flow with our co-investors. We have deployed over $30MM+ of the ~$100MM+ in the strategy. We are excited about future opportunities in the rounds.
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McKinney Fund

Patterson Thoma is a GP in the real estate fund focused on Multi-Family, Senior Living, & Student Housing developments. We have partnered with the State of Texas as a limited partner for more than a decade and currently have over $500MM in Assets under Management. We typically deploy $5M-$15M in equity with developers.
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Cariloop

Patterson Thoma initially invested in a pre-series A convertible note, later becoming the lead investor of the Series A round. Our team remains active in the company and holds a board seat. We proudly report that shortly a year after the Series A round, the company raised a Series B round at 4x the initial valuation.
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Diana Parra

Executive Assistant

Diana Parra serves as Executive Assistant to Dan Patterson, Principal at Patterson Thoma Family Office. Diana manages and coordinates all day-to-day operations of the office and provides administrative support. Prior to joining Patterson Thoma, Diana worked at Weinreb Ventures, an independent investment and consulting firm. Before Weinreb Ventures, she spent five years working at The Howard Hughes Corporation in the Executive Office supporting the CEO and Chief of Staff. Diana holds a Bachelor of Arts in Multimedia Journalism from The University of Texas at El Paso.

Jim Massey

Jim Massey is currently involved in capital formation initiatives within the Patterson Thoma Family Office as well as the McKinney Fund. Prior to his current responsibilities, he enjoyed a 32-year-old career providing Investment Banking services as a partner and founder of the Dallas Houlihan, Lokey, Howard and Zukin and as managing partner at Duff & Phelps. He also worked at Goldman Sachs as Vice President and started his business career with The Trammell Crow Companies.

Carrie Gillespie

Director

Carrie Gillespie serves as a Director for Patterson Thoma Family Office. Carrie’s primary roles are to evaluate new investment opportunities and assist in the management of Patterson Thoma’s current investments. Before joining Patterson Thoma, she worked in Operating and Sales roles at several private equity-backed portfolio companies, including Jobcase and Monster Moto. She also has previous experience as an Investment Banking Analyst at Southwest Securities. Carrie holds a Bachelor of Science in Finance from Texas Christian University and a Master of Business Administration from the MIT Sloan School of Management.

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.

Eric Braun

FINANCIAL CONTROLLER

Eric Braun serves as the Controller for Patterson Thoma Family Office and its active portfolio. Eric oversees all accounting and financial services, helps with ad-hoc projects for the CFO, and maintains controls over the accounting process. He started his professional career in public accounting working at Montgomery Coscia Greilich, LLP for seven years as tax consultant specializing in Investment Partnerships & Small Business Acquisitions. Eric holds a Bachelor of Accounting degree from Oklahoma State University.

Celeste Walker

Director of Operational Finance

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.

Colin Patrick

Chief Investment Officer

Colin Patrick is the Chief Investment Officer for Patterson Thoma Family Office. As CIO, 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.