Patrick has over a decade of experience providing M&A and financial advisory services to founder-owned and privately held middle market companies both in the U.S. and internationally. He has served as the lead advisor in strategic acquisitions, leveraged buyouts, capital raising, business valuations, strategic reviews, and distressed situations. He has worked in a variety of industries including manufacturing, distribution, consumer products, food & beverage, technology and business services. Patrick has also been a contributing author and guest speaker on the topic of how to successfully prepare a closely held business for transition.
Prior to joining Rainier, Patrick worked within a group at Morgan Stanley catering exclusively to middle market companies. His primary focus was facilitating sell-side transactions, and helping owners with pre-liquidity planning, deal execution, and post-deal wealth management. While at Morgan Stanley, Patrick was named to the firms Pace Setter’s Club, a global recognition for advisors who demonstrate the highest professional standards and first class client service.
Education and Credentials: Patrick holds a BA with honors in Organizational Management from Ashford University, where he graduated Cum Laude, and an ATA in Business Management from Edmonds College. He has also obtained specialization certificates in financial planning, business supervision and management fundamentals as well as a series 7 and 65 from FINRA.
Patrick has lived in various parts of the country but has always called the Pacific Northwest his home. He was born in British Columbia, Canada but spent the majority of his time in Washington and Oregon. Patrick and his wife Holly have an 10 year old son Owen, 4 year old daughter Payton, and a French Bulldog named Mikey. In his free time he enjoys playing hockey, spending time with family or visiting the cabin he built on the Skykomish River.
Coldstream is an employee-owned wealth management firm. We believe that by having broad employee ownership, we can attract and retain the industry’s best talent – in turn furthering our mission of enhancing people’s lives.