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.
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 primary belief is good people drive good investments. We invest in many sectors with Private Equity, Real Estate and Specialty Finance being our typical focus. Within each, we have additional criteria but consider us generalist investors.
We do not invest in cannabis or crypto and avoid consumer products, food & beverage, capital-intensive companies, highly cycled companies, and commodity companies.
We do in limited circumstances and avoid direct exploration and production projects.
Yes. We work with companies to solve capital needs including equity or debt solutions including Working Capital and Purchase Order loans.
Both! We consider ourselves allocators with strong operating relationships. We try to be the best partner we can be given the company’s needs. Some companies only need capital and that is fine with us, for companies that require on-premises operating talent, we bring in relationship partners.
Yes. We partner with companies that have achieved revenue success proving market demand for their companies.
For sure. 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.
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; and sometimes as a happy LP 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. As long as you answer our calls and emails then we will get along great.
While we like to meet with our Texas and South-Central U.S. partners frequently, we are open to invest in out of state companies. We do not invest in international companies.
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© 2022 Patterson Thoma Family Office. All Rights Reserved.
© 2022 Patterson Thoma Family Office. All Rights Reserved.