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 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 serves as a 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.
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.
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 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.