Jeff Patterson Email & Phone Number

Ottawa, Canada Area

Ottawa, Ontario

I managed a team of underwriters in Ottawa and Singapore with a focus on transactions in the Infrastructure, Telecom, IT and PE sponsored corporate sectors. In our group we participate in corporate loans via club or syndicated transactions with ticket sizes typically between USD50M-300M, but prefer to take meaningful ticket sizes to help facilitate CDN exports. My teams portfolio was is in excess of USD 6 billion and continues to grow as we support Canadian companies selling or investing abroad. EDC has other corporate lending teams to support other industry segments (Extractive, Oil & Gas, Resources, Mfg, Auto, Aerospace, etc) as well as engage in direct bilateral loans as well.

Ottawa, Canada Area

I am responsible for the end to end underwriting process for EDC’s corporate financing solutions for strategic customers and their buyers in the global Internet Communications Telecom (ICT), Infrastructure, Clean-tech and Financial Services sectors. These solutions include adding additional credit capacity in support of their syndicated credit facilities, direct bilateral term and revolving credit, providing buyer finance solutions to international buyers of Canadian goods and services and direct financing to foreign affiliates. Typical transactions range from $20-1B and are in support of companies with sales +$500M and up.In addition to our financing solutions for Canadian companies we also leverage our financing relationships with large foreign buyers to create the conditions for them to procure from Canadian suppliers, to introduce more SMEs into these global supply chains. Key responsibilities as a Financing Manager include all aspects of transaction management; credit risk assessment, structuring, negotiation, documentation. In addition to transaction management I am responsible for ensuring that all transactions are within EDC’s mandate as Canada's Export Credit Agency to further help Canadian Companies go, grow and invest abroad.

Ottawa, Canada Area

- Managed a portfolio of large commercial and strategic Canadian and International accounts relating to their bonding and structured insurance needs where I am responsible for all aspects of underwriting, transaction management, structuring, documentation negotiation, and joint relationship management for transactions with credit and bonding needs of up to $1 billion for Canadian and multi-national companies with sales from $500M to $100B.- Portfolio companies cover all industries with a focus on customers in the Extractive, O&G, ICT, and resource sectors.- Frequently acted as authorizer and deal oversight including coaching on transactions in the commercial markets and SME customer segments.- In addition to underwriting I was the Continuous Improvement (CI) representative for my team and responsible for assisting with the prioritization of CI submissions, coaching team members with their problem statement design and weekly report out at team meetings.

Roynat Capital is a member of the Scotiabank Group and is Canada's leading merchant bank specializing in innovative long-term capital and business solutions for mid-sized companies: high growth firms with sales between $5 million and $200 million…but looking for more. Roynat Capital has been providing innovative financial solutions to businesses since 1962. Today we manage a portfolio in excess of $2 billion including a mezzanine and equity portfolio of $250 million, and provide term debt, sub and mezzanine-debt and equity financing to over 1200 clients across North America.Roynat Capital provides the following services to Mid-Market, privately held companies:TERM LOANS: Term Financing is used to: -purchase an existing business -construct, expand, or modernize a plant or other facility -purchase new equipment, machinery, or vehicles -provide working capital -refinance or consolidate debt -finance a merger or aquisition MERCHANT BANKING: Subordinated debt and equity - the tools of merchant banking - are commonly used to facilitate: - leveraged buyouts - management buyouts - mergers & aquisitions - growth and major expansions - succession financing

Ottawa, Canada Area

In my role I was responsible for managing the customer relationships with the large Business and Professional services firms in Ottawa, as well as many of the large Real Estate relationships for RBC in Ottawa.My role I generated new business leads through proactive sales routines, networking, and industry participation. I was responsible for the delivery of products and services, including credit risk assessment, structuring and negotiation.

I was a senior member of the Life Sciences and Health Services commercial banking team in Ontario for RBC. This segment focused on clients’ across the entire business size spectrum from very small to CDN subsidiaries of large multinationals.The Life Sciences team encompasses a much wider range of businesses then at first glance including; large and specialty Pharma, biotechnology, medical device design and manufacturing, clinical research and manufacturing, and venture capital.The LS team was formed over a decade ago and offers relationship account management to companies in the technology and life science and health care services markets. The KBI team provides a broad range of solutions in lending (including Scientific Research & Experimental Development (SR&ED loans), investments, cash management, foreign exchange, and day to day banking services.

Department of Economics, ECON 101 & STATS 200

Physical Plant design work. AutoCAD, and process development.

Bcomm, Finance & Economics

Canadian Securities Course, Mutual Funds