Providing approximately 165 years and $50 billion worth of combined transaction experience to every assignment, our leadership stays engaged from start to finish. We offer our clients two primary lines of business: Capital Formation and Financial Advisory Services. We deliver the expertise you need.

CAPITAL FORMATION

Patterson’s platform is founded on the knowledge and skill formed over decades of experience in the capital markets. Our clients benefit from an extensive network of relationships and unparalleled understanding of the deal process. Since inception, Patterson has closed more than 200 transactions encompassing almost $5 billion in capital placement and approximately $7 billion in total transaction value. Whether sourcing debt, raising equity or executing a recapitalization, Patterson’s nuanced perspective enables us to understand the individual requirements of our clients and their assets in order to offer best-in-class counsel.

Debt Placement

Patterson is active with all forms of debt in all levels of the capital stack:

  • Permanent debt
  • Mezzanine debt
  • Construction debt
  • A/B note structures
  • Participating debt
  • Bridge debt
  • Forward commitments

As an intermediary, we have developed creative solutions achieving our client’s desired results.

Equity Raises

Our customized solutions often entail orchestrating all elements of the capital stack, including equity components. Whether sourcing preferred equity, sponsor equity or traditional joint ventures, Patterson’s experience and relationships enable us to identify and structure compatible and enduring partnerships.

FINANCIAL ADVISORY SERVICES

Patterson’s financial advisory platform offers clients the opportunity to benefit from our principals’ breadth of skills and unique perspectives. Our comprehensive approach ensures that every angle is explored as we offer strategic and tailored financial solutions that few other advisors can offer. We have advised clients on:

  • Loan restructurings
  • Property acquisitions
  • Note acquisitions
  • Partnership structuring
  • Property valuation
  • General strategic consulting
  • Buyer/Seller transaction consulting
  • New development
  • Opportunity zones
  • Historic and new market tax credits