Patrick Boyce, CFA, CPA
Verified Expert in Finance
Finance Expert
Over his 25-year career, 帕特里克曾为100多家公司提供咨询服务，同时受雇于高收益巨头DLJ洛杉矶, Salomon, and Highland Capital. 他持有芝加哥布斯工商管理硕士学位、注册会计师和CFA特许持有人. He helps firms raise capital, restructure finance teams, 与金融交易对手进行有效的谈判, and increase their profitability. 作为一名自由职业者，帕特里克喜欢与各种各样的公司和利益相关者合作.
Career Highlights
Education Highlights
Certification Highlights
Case Studies
Industry Expertise
Other Expertise
Work Experience
Chief Operating Officer
True North America, Inc.
- 领导包括财务在内的定制软件专业服务公司的全球运营, accounting, human resources, legal, and engineer utilization.
- Developed pitch deck, identified potential investors, 并为成功的种子轮融资协商所有文件.
- 实施了新的项目和资源跟踪云软件系统，使未计费时间减少了50%.
- 创建年度三报表财务模型，用于预算和运营.
- 根据全公司okr建立实时财务和运营仪表板.
Chief Financial Officer
Le Jardin Academy
- 领导1900万美元学前至12年级独立学校的财务运营和战略发展.
- 执行了1500万美元的债务重组，产生了新的信贷额度.625%的加权平均利率，6年期限.
- 从麦肯锡招聘顾问 & 公司进行公益战略评估，制定六年战略规划, which we completed in March 2017.
- 采购和谈判与国际聚焦合作协议, Hawaii-based university, 允许学校扩大国际招生, the first of its kind in Hawaii.
- 通过分析合同成本和供应商招聘，将多个部门的年度运营成本降低了30%以上.
合伙人、首席财务官和私募股权主管
Highland Capital Management
- 评估和执行许多战略业务线收购和剥离, 包括2012年将Highland的欧洲CLO业务出售给凯雷集团(Carlyle Group).
- 2008 / 2009年信贷危机期间，与“敌对”银行集团进行外交谈判并取得成功, 结果对高地公司非常有利.
- 重组财务团队，以简化控制范围，因为过渡到私募股权负责人.
- 实施了非常成功的“剧本”方法来处理文档，以提高整个公司的运营效率.
- 作为公司历史上第一位非投资专业人士，晋升为合伙人.
Vice President
Citigroup/Salomon Smith Barney
- 完成代表交易, 包括独家管理的高收益产品和独家卖方约定.
- 为Gamestop(首次公开募股)等行业领先公司筹集股权和债务资本, Brinker International Restaurants(可转换债券), 和Rent-Way(高收益发行).
- 就涉及Kinko等公司的卖方交易向董事会特别委员会提供咨询, Dean Foods, and Travelocity.
Associate
Donaldson, Lufkin & Jenrette
- Worked in the Los Angeles office and focused on developing capital structure alternatives using detailed financial models; calculated and analyzed liquidity and leverage and coverage ratios; valued companies using DCF, IRR, and comparable company analysis; and modeled and set financial covenants.
- 执行超过10项交易，包括ipo，高收益发行和M&对于各行各业的金融赞助商客户.
- 参与贝尔体育等客户的项目, Hollywood Video, Intertainer (video on demand), Crown Media (Hallmark Channel), Taco Cabana, 以及包括TPG在内的多家私募股权公司, Brentwood Associates, and Ares Capital.
Education
工商管理硕士(MBA)学位，财务和会计专业
芝加哥大学-芝加哥，伊利诺伊州
Bachelor's Degree in Finance
Baylor University - Waco, TX
Certifications
谈判:高级大师班
哈佛法学院谈判主管教育项目
特许金融分析师(CFA)
CFA Institute
注册会计师(CPA)
AICPA
Skills
Finance
首席财务官，财务建模，债务重组，合并 & Acquisitions (M&A)，财务模式审计，银行债务融资，信用分析，私募股权，收入 & 采购产品费用预测，估值，估值模型，信用/债务，会计，财务规划 & Analysis (FP&A), Budgeting, 注册会计师(CPA), 特许金融分析师(CFA), Private Equity Valuation, Forecasting, Financial Reporting, Fundraising, Finance Process Improvement, Financial Restructuring, Portfolio Analysis, Capital Raising, Zero-based Budgeting, Capital Structuring, Discounted Cash Flow (DCF), Comparable Company Analysis, Leveraged Buyout Modeling, Market Research, Fund Formation
Output Software
微软Excel，微软PowerPoint
Data & Analysis Software
QuickBooks Online, Financial Data
Industry Expertise
非营利组织、金融服务、医疗保健、零售 & 采购产品批发，以营利为目的的教育，健康，风险资本，工业
Geographic Expertise
United States
Other
Business Plan Consulting, Healthcare Services, Strategy Planning, Pitch Decks, Fractional CFO, Interim CFO, Virtual CFO, EBITDA, Financial Analysis, Modeling, SaaS, Boards, Board Decks, Board of Directors, Biotechnology, Strategy, Bonds, Pitch Books, Leveraged Buyout (LBO), Leveraged Finance
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