Jeffrey R. Patt

Representative Experience

• Entrepreneurial ventures - companies

• A SaaS company focused on master data governance solutions in a sale to a private equity-backed company.
• A SaaS company focused on corporate education and training in a sale to a venture-backed Belgian company.
• A SaaS company focused on cloud-related services in the sale of its Microsoft business to a portfolio company of a private equity firm.
• A SaaS company focused on sales enablement in several rounds of venture capital and subordinated debt financings, acquisitions on both the US and UK and ongoing corporate and IP matters.
• A provider of data and analytics solutions for health care organizations in a sale to a private equity-backed company.

• Entrepreneurial ventures - investors

• The venture capital arm of a publicly traded energy company in more than 80 venture capital investments relating to clean technology and related solutions.
• An investment fund focused on health care in more than a dozen venture investments, ranging from seed capital to late-stage.
• The venture capital arm of a publicly traded automobile company in more than 40 venture capital investments in companies ranging from consumer products to innovations in battery and energy production.
• An investment fund focused on pharma and biologic investments in more than a dozen crossover and cornerstone investments.
• A venture capital fund focused on early-stage investments in insurance-related technology and software.

• Mergers and acquisitions

• A publicly traded financial services company, in a variety of matters, including several acquisitions of broker-dealers and clearing operations and public and private capital transactions.
• A wealth management firm in an acquisition and a control transaction with a private equity-backed financial services firm.
• An operator of recovery centers in its sale to a publicly traded health care services company for $350 million.
• A private equity fund in the acquisition of an industrial company for $40 million and subsequent sale of the same business for $120 million; the acquisitions of a food production business, an owner-operated home health care business and a shipping logistics business; the sale of a play area manufacturer; and ongoing financing and corporate work for each of these businesses.
• A private equity sponsor and its portfolio companies in more than 20 transactions, including the acquisition of a company publicly traded in Canada, a $4 billion going-private transaction, the sale of six K-12 schools to a public company for $575 million, the sale of a specialty insurance company to a publicly traded company for approximately $100 million, the sale of a data center to a publicly traded REIT for approximately $175 million, and several for-profit education and education services transactions.

• Management and founder engagements

• The management of an operator of hospitals in the sale of the company from a private equity firm to a combination of a publicly traded REIT and another private equity firm for a total value of about $1.75 billion.
• The founder and 18 percent equity holder, along with management, of a packaging and distribution company in a $1.4 billion sale to a private equity fund.
• The management of a logistics company in the sale of the company by one private equity firm to another for a value of approximately $700 million.
• The management of a leading provider of marine transportation services for the offshore petroleum exploration industry in the company’s emergence from bankruptcy.
• The management of a health system optimization services company in the sale of the company from one private equity firm to another for a value of approximately $130 million.

• Board and special committee engagements

• The special committee of the board of directors of a publicly traded financial services company in a sale to a private equity fund for approximately $6.3 billion.
• The special committee of the board of directors of a publicly traded hotel operator in a sale transaction valued at approximately $1.3 billion.
• The independent directors of an operator of senior care facilities in connection with a related party transaction that arose during a sale to a private equity fund.
• The special committee of the board of directors of a publicly traded retailer in a stock-for-stock merger with a publicly traded related party.
• The board of directors of a venture-backed managed security services provider in a sale to a publicly traded Japanese communications company for approximately $225 million.