Patrick E.

Observer
DISC Type : ic

Principal at Family Office

New York, New York, United States

Overview

A Principal at a Family Office with extensive experience founding and managing asset management businesses across the US and Asia. His expertise covers public equity, distressed/restructuring, and private equity, highlighted by investing over $30 billion from JPMorgans balance sheet in M&A and private equity deals. He attended Occidental College.


As an adviser to CEOs and CFOs on strategic transactions, he has held observation rights to boards of directors.

Personality Overview

Curious

Example Seeker

Assertive

They can sound friendly and charming but can quickly change gears to become inquisitive and probing.  They ask a lot of questions and rely heavily on information and collaterals. They are generally strong communicators and are not easy to convince.

Topics They Care About

US-China Private Equity
Has direct investment experience in private equity transactions in both the United States and China.
Distressed & Restructuring
Possesses significant experience in distressed and restructuring investment scenarios, a key part of his professional background.
Strategic M&A
Managed over $30 billion in M&A and private equity transactions while at JPMorgan, indicating deep expertise in large-scale strategic deals.

Media Appearances

Patrick has no verified media appearances

Work History

1-2018
Principal at Family Office
3-2012
Head of Special Situations & Sr. Portfolio Manager at CITIC

Education

HS from The Gunnery School
Education details unavailable from Occidental College

More Information

Social Presence :

Prographics :

Exp : 13 Location : New York, New York, United States Job Level : Mid-senior Designation : Principal at Family Office
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Insights For Selling To Patrick

During A Call Or A Meeting

DO's

  • Persuade objectively how your product will help them achieve their goals
  • Share testimonials from known people and give multiple examples of product value
  • Help them understand the risk aspect fully while inspiring confidence

DONT's

  • Don’t try to rush them into a decision, provide all necessary information first
  • Don’t rely excessively on your relationship with them to win the deal
  • Don’t brush off any concerns, take all questions seriously

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Patrick is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Patrick

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Patrick move?

  • They like to analyze well and can take their time to reach any decisions.
  • Can Patrick take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Patrick

Personality Compatibility


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