Patrick is a Senior Associate responsible for Anzu’s revenue-based investment (RBI) strategy, sourcing, and diligence.
Prior to joining Anzu, Patrick was a Manager at Carta where he focused on financial analysis for valuation engagements, along with writing valuation policy and driving team strategy.
Prior to joining Carta, Patrick was a Manager at SVB Analytics where he executed a variety of valuation and strategic advisory engagements, while also providing underwriting support for the SVB Mezzanine Finance team.
Patrick holds FINRA Series 63 and Series 79 licenses.
Patrick earned a B.S. in Finance with a minor in Economics from Fordham University, graduating Summa Cum Laude. He was born and raised in Berkeley, CA and currently lives in San Francisco, CA.