Our Team

Together we can acheive more

Dan Patterson Headshot 2

Dan Patterson

Principal

Dan Patterson is a visionary entrepreneur, investor, and industry leader with a distinguished track record of founding, acquiring, building, and successfully exiting companies across diverse sectors. With deep expertise in Leveraged Buyouts (LBO) and growth equity transactions, Dan has led several high-impact ventures. Among his notable achievements is the founding of Medical Weight Management, recognized by Inc. Magazine as one of the fastest-growing companies in 1988, and the acquisition, expansion, and sale of Texas Home Healthcare, which grew to become the largest home healthcare provider in the Southwest under his leadership.

In 1993, Dan founded Transition Capital Partners (TCP), becoming Dallas’s first fundless private equity sponsor–a pioneering model that has since become a popular path for emerging finance professionals entering the private equity space. Under his leadership, TCP completed over 40 transactions, building a reputation for identifying, scaling, and successfully exiting lower middle-market companies. Dan sold his ownership in TCP in 2020 but continues as a passive investor, with additional interests in late-stage growth equity ventures, credit, and real estate.

Beyond his business pursuits, Dan has cultivated a strong pedigree in environmental and conservation efforts. As former Chairman of both the National Tree Trust and the National Arbor Day Foundation, and now Chairman of the Texas Trees Foundation, Dan has demonstrated a long-standing commitment to environmental stewardship and community enhancement through green initiatives.

Dan earned a Bachelor of Liberal Arts from Kenyon College and an MBA from Harvard Business School. He has served on the boards of numerous TCP portfolio companies, independent businesses, and non-profit organizations, bringing strategic guidance and leadership to each.

Colin Patrick Headshot 2

Colin Patrick

Chief Investment Officer

Teresa Burton Headshot 2

Teresa Burton

Chief Financial Officer

Cody Patterson Headshot 2

Cody Patterson

Family Member

andy harvey headshot

Andy Harvey

Director of Business Development

Carrie Headshot 2

Carrie Gillespie

Director

Diana Parra Headshot 2

Diana Parra

Executive Assistant

Company Profile

Patterson Thoma Family Office is a privately held family investment company founded in 1982. Its principals make investments in established funds and management teams who can efficiently deploy capital and provide an exceptional rate of return. The principals involved with Patterson Thoma Family Office are both dedicated and dynamic. Each of our professionals bring extraordinary value and significant experience to the firm.

Patterson Thoma Family Office specializes in private equity, distressed debt and real estate among other segments. At Patterson Thoma Family Office, we value integrity, discipline, hard work, and the personal and professional relationships derived from our work and past accomplishments.
Patterson Thoma Family Office is constantly seeking investment opportunities and welcomes the chance to discuss how we might help to solve your company’s financial challenges.
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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.

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.

Teresa Burton

Chief Financial Officer

Teresa Burton serves as the Chief Financial Officer for Patterson Thoma Family Office. Teresa is a Certified Public Accountant and provides accounting, tax, and financial services for the office. She started her career in public accounting at Judd, Thomas, Smith & Co, now Haynie & Company, in audit and then transitioned to tax. Before joining Patterson Thoma, she worked in the family office space with a heavy focus in real estate. Teresa holds a Bachelor of Accounting from Christian Brothers University in Memphis, TN.

Cody Patterson

Family Member

Cody Patterson, a member of the Patterson family and affiliated with the Patterson Thoma Family Office, evaluates new investment opportunities. Previously, Cody worked as an analyst for a real estate investment company before transitioning to politics where he worked for a Member of the U.S. House of Representatives. Cody holds a Bachelor of Business Administration in Finance from Texas Christian University and is currently pursuing a Master of Business Administration at the UT McCombs School of Business.

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.

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.

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.

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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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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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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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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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.

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.

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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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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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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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.
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