Jup Patel

Examiner
DISC Type : cs

Operating Vice President, M&A at Bregal Sagemount

New York, New York, United States

Overview

Jup Patel is an Operating Vice President in M&A at Bregal Sagemount, where he focuses on software private equity and portfolio M&A. His background is in investment banking with KippsDeSanto & Co. , specializing in aerospace, defense, government, and technology sectors. He earned both a BS and a BA from the University of North Carolina Wilmington.

Beyond his career in finance, Jup has competed at a high level in sports. He was a professional athlete for the Detroit Mechanix, a team within the Ultimate Frisbee Association (UFA), and was a rostered player for the 2021 season, showcasing significant dedication and teamwork outside of his corporate roles.

Unique fact: Jup was a professional Ultimate Frisbee player for the Detroit Mechanix.

Personality Overview

Overcautious

Process Oriented

Late Adopter

The only way to convince them is by showing them examples and ample proof.  Being observant comes to them naturally. They do not like taking risks at all and go for proven options in the end.

Topics They Care About

Software M&A
His current role as Operating Vice President at Bregal Sagemount is centered on M&A transactions for software portfolio companies.
A&D and GovTech
He gained significant experience in Aerospace/Defense, Government, and Technology M&A during his tenure as an analyst at KippsDeSanto & Co.
Private Equity
He is actively involved in the software private equity space, focusing on add-on capabilities and transactions for portfolio companies.

Media Appearances

Jup has no verified media appearances

Work History

7-2023
Operating Vice President, M&A at Bregal Sagemount
7-2022 - 7-2023
Investment Banking Analyst at KippsDeSanto & Co.
6-2021 - 8-2021
Investment Banking Summer Analyst at KippsDeSanto & Co.
5-2021 - 8-2021
Professional Athlete at Detroit Mechanix, LLC
9-2020 - 11-2020
M&A Fall Analyst at KVLR Capital

Education

Bachelor of Science - BS from University of North Carolina Wilmington
Bachelor of Arts - BA from University of North Carolina Wilmington

More Information

Social Presence :

Prographics :

Exp : 4 Location : New York, New York, United States Job Level : Senior Designation : Operating Vice President, M&A at Bregal Sagemount
URL has been copied!

Insights For Selling To Jup

During A Call Or A Meeting

DO's

  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Be firm in your communication and stay in control

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jup is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Jup

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Jup move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Jup take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Jup

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.