FI  Patterson Thoma Family Office

http://www.pattersonthoma.com





     Office Locations:

1909 Woodall Rodgers Freeway, Suite #575
Dallas, TX 75201
Fax: 214-978-3899

 

Stages:

  • Middle Market


 

Industries:

  • Business Services
  • Education & Training
  • Energy & Clean Tech
  • Financial Services
  • Life Sciences & Healthcare
  • Medical Device
  • Real Estate & Construction

  •  

    Description:

    Patterson Thoma Family Office is a privately held family investment holding company founded in 1982. Its principals make investments in established funds and management teams who can efficiently deploy capital and provide an exceptional rate of return. Patterson Thoma Family Office specializes in private equity, distressed debt, venture capital, and real estate among others. Patterson Thoma Family Office is currently co-general partner in five investment funds. Transition Capital Partners makes direct investments and provides financial assistance to growing companies through leveraged recapitalizations. RTR Capital ($20M) acquires distressed residential mortgages from banks and financial institutions. The firm will consider direct investments in companies that are too small to interest Transition Capital Partners. Patterson Thoma will only consider investments in companies with a proper business model and usually a track record of profits. The McKinney Fund & Co. consists of three companies comprised of The McKinney Fund, The Collin Fund and McKinney Consulting. The McKinney and Collin Funds are fully discretionary funds that invest in real estate development, land, notes which are secured by real estate, and improved properties with redevelopment opportunities. In addition, McKinney Consulting is an experienced real estate management company specializing in optimizing land values through entitlement, planning and development. The McKinney Fund & Co. core equity investment size is from $2M to $10M, while also making co-investments from the $10M to $100M range.



    Investment Firm Key

       VC = Venture Capital
       PE = Private Equity
       A = Angel
       I = Incubator
       MB = Merchant Bank
       VD = Venture Debt
       FI = Family Investment Office
       FOF = Fund of Funds
       ED = Economic Development Office   
       TT = Technology Transfer Office
       CVC = Corporate Venture Capital
       SEC = Secondary Purchaser
       HF = Hedge Fund/Mutual Fund
       
       
       
    COMPANY STAGEREVENUE
    Venture Capital
    Seed Stage
    (includes "pre-seed," or
    concept stage)
    No Revenue
    Early StageMinimal
    Revenue
    Growth Stage
    (also called Mid-stage)
    $2M-$7M
    Expansion Stage
    (also called Late-stage)
    $7M and greater
    Private Equity
    Lower Middle Market$10M-$249M
    Middle Market$250M-$499M
    Upper Middle Market$500M-$1B
    Large Cap>$1B
       
       
     

    Investment Team:


    Name   Title
    Get the complete investment team + individual email addresses for investment team partners. Get personal images, LinkedIn links, investment specialties, office locations and more with a National Database subscription.
    Celeste Newton-Walker Senior Accountant
    Colin Patrick Chief Financial Officer
    Dan Patterson Founder and Chairman

     

    Recent Funding Events (trailing 12 months):


      Date


      Name


      State


      Amount


      Stage


      04/09/2024


      Cariloop


      TX


      $20,000,000


      Series C


     

    Portfolio companies include:


      Cariloop
        web link


     

    Recent News: