Pat joined the firm with over 25 years of diversified experience in the private equity, banking and financial services industry. He is a skilled executive with a demonstrated history of helping businesses develop a strategy for growth and executing on that plan. His career has provided him with the opportunity of sitting on every side of the table, advising, acquiring, operating, financing, and exiting privately-held, family-owned, lower middle market businesses. This diverse experience provides him with the unique insight to help business owners, and their families, as they progress through the various life cycles of their business from start-up, to growth, to eventual transition and legacy protection.
Pat and his wife Therese reside in Newtown Square and have five children. He is active in a number of industry and community organizations as a current or prior board member of multiple area non-profit organizations such as The Be Kind Initiative, Little Smiles Philadelphia, Malvern Retreat House, and the Delaware Valley Industrial Resource Center (DVIRC). Pat earned his BS and MBA from Jefferson University.