Jeffrey R. Patt

Representative Experience

• Entrepreneurial ventures - companies

• A SaaS company focused on AI-enabled solutions in the insurance industry in raising seed capital.
• A SaaS company that provides security solutions in raising seed and growth capital.
• An AI-driven platform for rehab therapy clinic operations in its acquisition of a healthcare technology company for a combination of cash and stock.
• A company that provides AI-driven solutions for healthcare companies in several rounds of venture capital and bridge financing.
• A social media platform in several rounds of growth capital.

• 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 healthcare 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 regulated industries.

• 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.
• A leading provider of cloud-based compliance solutions to consumer brands in its sale to a strategic buyer 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 healthcare business and a shipping logistics business; the sale of a play area manufacturer; and ongoing financing and corporate work for each of these businesses.
• An owner-operated insurance brokerage company in its sale to a private-equity backed strategic buyer for a combination of cash and equity.

• 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.