Patterson Thoma Finance

Opportunistic capital for story deals.

Sometimes the narrative is more relevant than the data. PT Finance exists to help companies and founders capitalize their ideas when others will not.

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Who We Are

PT Finance is a focus area of Patterson Thoma Family Office and represents the firm’s opportunistic investing activity. We are experienced financial partners capable of funding operations that do not meet traditional bank or equity market requirements or perhaps a deal that has ‘hair’ and needs more work or time. Over decades of investing across industries, we also provide an experienced voice and believe in building relationships which leads to better outcomes.

We have a long history of creatively solving capital needs. As a family office we are an unconstrained investor. We do not have layers of decision-making committees allowing us to quickly underwrite an investment. We are patient capital partners capable of very long-term investment horizons.

Partnership Strategies

We recognize not every situation fits a traditional banker’s profile. We tailor each investment to align our capital with the Operator.

We have priced and led early-stage rounds when others wouldn’t.

We have stepped up when a partner leaves or a divorce has occurred.

We have lent on non-traditional assets in structures or timelines others wouldn’t consider.

We have provided Credit Enhancement for companies that need a little more flexibility with their lender.

We have provided time-sensitive bridge financings to help close deals.

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Deal Sizes

We believe money finds good deals. While we often fund the entire investment ourselves, we also recognize the value of bringing in other investors or lenders with industry-specific knowledge to enhance the investment outcome.

We are often the first outside or non-friends-family investor in a company and can develop a milestone plan with the founder. Once certain benchmarks are met we often re-invest or source additional capital at higher valuations given the upward trajectory of the company.

Investment needs of $250,000 up to $10,000,000 will be considered.

Focus Areas

  • Growth Capital
  • Opportunistic Debt
  • Pricing Equity Rounds
  • Texas & Surrounding States

Non-Focus

  • Bio-tech
  • Crypto
  • Capital Intensive
  • International

Portfolio

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PTPE Team

Robby Gillespie

Robby is a founding partner of PT Private Equity, alongside Patterson Thoma Family Office. Prior to PTPE, he spent most of his career partnering with middle-market companies across a range of industries, including manufacturing & distribution, business services, technology, healthcare and energy. He is also a Co-Founder of Everbridge Capital Partners, a middle-market focused sponsor. Prior roles include Gemini Investors, a private equity firm where he led buyout transactions and served as a Board Director for six portfolio companies; before that he was with Petro Capital Group, Mount Kellett Capital and SWS Group. He has a BBA, Finance from the SMU Cox School of Business.

Dan Patterson

Dan is the principal of Patterson Thoma Family Office. He is an experienced entrepreneur and investor with a background in leveraged buyouts and growth equity. His career highlights include founding Medical Weight Management recognized by Inc. Magazine in 1988 as one of the fastest-growing companies of its timeand overseeing the acquisition, expansion, and sale of Texas Home Healthcare, which grew to be a major home healthcare provider in the Southwest. Dan founded Transition Capital Partners in 1993, a buyout private equity firm. Dan received a Bachelor of Liberal Arts from Kenyon College and an MBA from Harvard Business School.

Colin Patrick

Colin Patrick is the Chief Investment Officer for Patterson Thoma Family Office (www.pattersonthoma.com). PT is an active investor in Private Equity, Real Estate, Venture Capital and Opportunistic Capital. As CIO, Colin originates active and passive investment opportunities for the family and often partners with outside debt and equity investors. Colin began his career in public accounting at Deloitte and later worked for the philanthropist Lyda Hill as the Controller of her family office, LH Holdings, Inc. In 2013, Colin joined Patterson Thoma as well as Transition Capital Partners as Vice President of Finance. 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.

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Cody Patterson

PT Venture Capital

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.

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.

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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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.

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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