Patrick Garrett

Critic
DISC Type : C

Managing Director - Equity Capital Markets at Truist Securities

New York City Metropolitan Area, United States

Overview

Patrick Garrett is a seasoned Equity Capital Markets professional and Managing Director at Truist Securities. With a career spanning major investment banks like Wells Fargo and Goldman Sachs, he specializes in advising Consumer & Retail companies on IPOs and other equity financing strategies. He holds an M. S. from the MIT Sloan School of Management.

He is an active team-oriented manager, deeply involved in recruiting, mentoring, and motivating young finance professionals. Patricks interests include following financial markets, as indicated by his engagement with The Wall Street Journal.

For 13 years, Patrick led the Consumer & Retail Equity Capital Markets group at Wells Fargo Securities.

Personality Overview

ROI Driven

Precise

Objective Thinker

They like to take decisions independently and do not seek others' support often.  They prefer to analyze logically and value objective facts over emotions. Unless the value is proven by data, they are unlikely to value fancy features.

Topics They Care About

Consumer & Retail IPOs
Heads the Consumer & Retail Equity Capital Markets at Truist and previously led the same group at Wells Fargo for 13 years, advising on numerous IPOs.
Equity Financing Strategy
His expertise involves advising CEOs and CFOs on market timing, valuation, deal structure, and investor targeting for various equity offerings.
Mentoring Professionals
Actively involved in recruiting, mentoring, and motivating young professionals in the finance industry.

Media Appearances

Patrick has no verified media appearances

Work History

4-2017 - 12-2023
Managing Director - Equity Capital Markets at Truist Securities
6-2003 - 5-2016
Managing Director - Equity Capital Markets at Wells Fargo Securities
2-1997 - 11-2002
Managing Director - Equity Capital Markets at Bear Stearns
Vice President at Goldman Sachs
8-1986 - 12-1991
Vice President/Associate at Salomon Brothers Inc

Education

1984 - 1986
Master of Science from MIT Sloan School of Management
1978 - 1982
Bachelor of Science in Commerce from University of Virginia

More Information

Social Presence :

Prographics :

Exp : 30 Location : New York City Metropolitan Area, United States Job Level : Senior Designation : Managing Director - Equity Capital Markets at Truist Securities
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Insights For Selling To Patrick

During A Call Or A Meeting

DO's

  • Be formal and objective, they will appreciate it more
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • Leverage facts and figures wherever possible; use percentages, numbers etc.

DONT's

  • Do not use very emotional or colorful language
  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Make extra effort to not seem pushy or confrontational

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Patrick is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Patrick

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Patrick move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Patrick take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Patrick

Personality Compatibility


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