Kevin D. Patrick Email & Phone Number

Chief Executive Officer for Intelistra, a privately held financial advisory firm targeting medium to large size for profit and not-for profit organizations. Intelistra’s business consulting services are designed to help drive value creation in organizations by: creating organizational efficiencies, calibrating strategies, and catalyzing growth initiatives. This is achieved by refining the enterprise business model, improving financial forecasting, and providing actionable insights that align with the enterprise mission. By identifying bottlenecks and implementing effective solutions, Intelistra helps your business run smoother and more cost-effectively. Achieve greater efficiency and unlock your organization’s full value potential with our team’s expert guidance.

Williamsburg, Va, Us

Chief Financial Officer and Treasurer for the Colonial Williamsburg Foundation. With over $1 billion in assets, the Foundation has oversight of the world's largest living history museum along with several commercial businesses. As SVP, Chief Financial Officer and Treasurer, responsibilities include driving the Foundation's financial performance and setting the Foundation's financial direction by implementing a return on investment, budgeting and strategic planning discipline across the enterprise. This role partners with the Board of Trustees and Chief Executive Officer on all operational and strategic issues providing appropriate recommendations based on financial analysis, business modeling and best practices. As a member of the executive leadership team the CFO works closely with other key members of the executive committee and the board of trustees to improve and create a sustainable, thriving, long term outlook for Colonial Williamsburg.

Altamonte Springs, Florida, Us

VP & Chief Financial Officer for ML Foods, LLC a division of Marcus Lemonis LLC (CNBC's "The Profit"), a private equity investor with a portfolio of 25+ businesses, spanning several industries (Manufacturing, Restaurant/Bar, Franchise, Retail). As CFO for ML Foods, role provides financial oversight in leading the acquisition & integration of several food/retail businesses, and implementing a cash management and return on investment discipline. Responsibilities include leading and managing Accounting and Finance, Information Technology, Procurement, and Human Resource functions. Ownership and oversight of the financial integrity of operating companies in the food division. Including monitoring cash position, banking and vendor relationships, monthly reporting and analysis and the development of cash management/funding strategies related to acquisitions as needed. Financial lead in strategic business development, negotiations and opportunity assessments.

Managing Partner for a transaction development and strategic advisory firm targeting early stage to midsize companies looking to raise capital, recapitalize their balance sheets or grow through acquisition. BlackWater Strategic provides seed funding to the best and brightest entrepreneurs throughout the world with a focus on energy related high tech companies that have experienced management teams that are looking to disrupt a given sector. At BlackWater we look to not only provide seed capital to entrepreneurs, but to help management teams achieve their strategic objectives and provide mentor-ship to all areas of the business.

Folsom, Nj, Us

Vice President Research and Corporate Development for South Jersey Industries, the parent company for South Jersey Gas and South Jersey Energy Solutions reporting to the Chairman and CEO. Responsibilities include corporate development, enterprise budgeting and financial planning, information technology as well as product and administrative services. As Chief Strategy Officer (CSO) for the organization, developed and coordinated strategic initiatives that drove the company's market value from $950 million to $2.0 billion over six years. Additional focus areas include core business research, assessing business portfolio performance, economic and peer company research, building upon emerging business models and evaluating long-term strategic options.

Boise, Idaho, Us

Chief Financial Officer for profitable, $5.0 billion dollar retail operating division of a Fortune 50 enterprise reporting to the Corporate EVP & CFO. Responsibilities include: driving strategy, financial planning, forecasting, and analytics at the Division level. Ensure implementation of Sarbanes Oxley requirements at Division level. Participated as a member of the Division executive team to drive business performance through market enhancement and cost management objectives. Identifying and capitalizing upon areas of growth and opportunity, and participating in the relentless pursuit of increased organizational efficiency and fiscal optimization. Complete ownership of the development of the Annual Operating Plan for the Division as well as ensuring the integrity of the Division P&L. In addition, worked cross functionally and throughout the Division and Corporate to enable custom tailored Divisional business strategies, initiatives and projects that improved the organization's ability to eliminate unnecessary cost and redundancy while capitalizing on current and future marketplace trends.

Louisville, Ky, Us

Assistant Vice President Corporate Development for one of the largest American-owned companies in the spirits and wine business. Ownership of key Corporate Development functions including mergers, divestitures, value based planning, deal valuation, due diligence, and brand investment resource allocation modeling. Played key role in over $8.7 billion of acquisition initiatives, with activities including acquisition targeting and strategy development, debt capacity analysis, and valuation development. Provided monthly and quarterly updates to Executive Committee and Board of Directors as needed on acquisition status. Led Corporate Internal Ventures team and venture review process. Provided CEO and Vice Chairman with an impact overview of various transaction structures including: Cash and EPS accretion/dilution, debt capacity and valuation of international joint ventures and agency agreements.

Dallas, Texas, Us

Oversight of $5.3 billion of acquisition initiatives and $800 million of divestitures for a fast growing telecommunications company with over $3 billion in revenues. Key responsibilities include overseeing the merger and acquisition process, the development of the annual capital and operating budgets, and advising the C.O.O. and Senior Vice Presidents on strategic plan development and objective alignment. Responsible for the annual planning conference and assisting operating companies in developing contingency plans to meet EBITDA targets.

Wharton Edp

Program On Negotiation (Pon): Negotiating Complex Business Transactions

International Business/Trade/Commerce

Mba, Finance, General

Bba, Finance