Patrick Dunne Email and Phone Number
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Collaborating with others and solving dynamic issues make me excited for each new day.At an early age, I was exposed to both (albeit in differing levels of intensity). Whether it be in traveling annually to Poland to see my grandparents and haggle in the markets, or locally doing bake sales in my community to earn a few extra dollars for the summer, I loved the uniqueness in each encounter. Since my childhood and in my professional career, I've pursued opportunities that gave me that excitement.In high school, while excelling at daily coursework, I dedicated endless hours to more dynamic passions: Lincoln Douglass style debate, the school newspaper (specifically OpEd), and competitive golf. Afterwards, I uprooted my life to move to the East Coast to attend the Wharton School of Business (University of Pennsylvania), joining investment, cultural, and social clubs to complement my studies.Professionally, I still find excitement in a dynamic workplace that isn't formulaic or operated based on a "playbook". While at PwC for 5 years, I led or supported 40+ M&A transactions, each with a different investment thesis, transaction timeline, or sub-industry focus, and enjoyed the ability to quickly upskill on a company and understand the basis for investment or not (similar to my high school debate career). After yearning to see the full picture of a transaction (vs. a specific engagement scope), I moved to Private Equity to support both new deal diligence and value creation at companies we owned (~$50B AUM fund with ~20 Portfolio Companies). If you are a like-minded finance professional focused on M&A, investments, value creation, or corporate strategy, feel free to reach out. Whether it's just to brainstorm about market trends or for a specific role I may be suitable for, I'm open to all outreach. I believe I can be a benefit to any organization and continue to be a creative, flexible, and highly motivated team player with a consistent track record in meeting challenging expectations within tight time frames. Looking forward to connecting further! Email: PatrickRyanDunne@gmail.comSkills: Financial Modeling, Root Cause Analysis, Data-Driven Findings, Project Management, Executing Reporting, M&A / Transactions, Stakeholder Management, Process Excellence, Excel, PowerPoint, etc.
Expert Institute
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- expertinstitute.com
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- 345
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Director Of Strategic Initiatives And Finance OperationsExpert InstituteNew York, Ny, Us -
Private Equity, Portfolio OptimizationVeritas Capital Mar 2023 - PresentNew York, Ny, Us- Led value creation with C-Suite at 5 portfolio companies ($6B+ EV), leading to cost savings, revenue uplift, or process improvements in preparation for investment exit. Selected initiative examples:- Implemented a "labor tower" for a 10k+ employee base to vet employee fungibility & hiring- Revised Go To Market plan post market sizing, right-to-win and markets-in-motion analysis- Developed engineering supply vs. demand scan to stem cost leakage / improve contract delivery- Cross-Portfolio: Developed internal IP for operational levers (workforce mgmt, artificial intelligence)- -
Manager, Mergers & Acquisitions (M&A) AdvisoryPwc Jan 2022 - Mar 2023GbDrove development of a Value Creation Playbook for use with priority PE Partners and Standardized Diligence LeversSelected Deal Experience:- Post-Close Separation Support & Diligence for multiple divestitures associated with Apollo’s acquisition of Yahoo. - Standalone and Synergy Assessment of a $1B+ Revenue Auto Manufacturer in advance of a potential acquisition. -
Senior Associate, Mergers & Acquisitions (M&A) AdvisoryPwc Jun 2020 - Jan 2022GbSupported the revamped IT Diligence framework for PwC’s DDV practice and served as a PM for related automationsSelected Deal Experience includes:- Synergy, one-time cost and IT landscape review for a merger between public and private hospitality competitors- Technology assessment of a government procurement company, leading to the fastest close in the PE client’s history -
Associate, Mergers & Acquisitions (M&A) AdvisoryPwc Aug 2018 - Jun 2020GbSupported several complex divestitures (primarily buy / sell-side diligences for PE and strategic clients) and functional workstreams (primarily finance integrations) across domestic Fortune 500 companies and global corporations.Selected Deal Experience includes:- Assisting in the $5B integration of new medical products across ~100 legal entities in support of a global pharmaceutical company prior to a mega-deal merger resulting in an off-patent pharma giant with combined revenue of over $20B+- Completing a holistic cost savings and value creation assessment of labor and non-labor spend for a $6B+ revenue digital banking company- Supporting entanglement assessment and standalone modeling for the divestiture of a global semiconductor foundry with revenue of $3B+- Evaluating the IT landscape (back-office, infrastructure, cyber security, etc.) of a $3B+ revenue travel business in support of a roll-over equity deal- Reviewing synergy estimates, including phasing and required one time costs, in support of a merger that resulted in a top 15 US convenience store retailer -
Tmt Financial Effectiveness Summer AssociatePricewaterhousecoopers Jun 2017 - Aug 2017Gb- Designed and started implementation of back-office financial solutions for Oath, the integration between Yahoo and AOL.- Balanced multiple clients, case competitions regarding blockchain and Artificial Intelligence, and internal PwC initiatives. Returning to PwC as a full-time associate with the DDV team. -
Securities Finance Summer AnalystBny Mellon Jun 2016 - Aug 2016New York, Ny, Us- Assisted in the conversion of millions in loans between two custody platforms: CMS and GSP.- Gained exposure to the Markets Group as a whole through completing loan reallocations, cash wires, a market volatility study, a common clients project, a signing authority analysis, and more.- Presented summer findings to key executives. -
Sports EditorOvertime - The Game Never Ends Jul 2015 - Jul 2016Brooklyn, New York, Us- Curated sports content, specifically for the feeds "#Warriors" and "#Fails," and connected with fellow sports fans to create an interactive community revolved around athletic debates and discussions.- Recruited other writers, and communicated with other writers to improve content and delivery. -
Sophomore Director, Freshmen Director, Freshmen Representative,Wharton Undergraduate Cohort System Sep 2014 - May 2016- Served as representative of our incoming cohort as a freshman, extensively planning social and academic events for the cohort and consulting with Student Life officials.- Nominated to the Wharton Junior-Senior Advisory Board.
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Data AnalystThe Daily Pennsylvanian Aug 2014 - May 2016Philadelphia, Pennsylvania, Us- Developed and presented weekly reports to the 34th Street and Under The Button Editorial Boards to increase circulation and further target key demographic groups for the Daily Pennsylvanian, first published in 1885.- Reports developed using Google Analytics, Facebook, Twitter, ISSUU, Hootsuite and Microsoft Office. -
Global Finance InternWilliams-Sonoma, Inc. May 2015 - Aug 2015San Francisco, Ca, Us- Created a currency-adjusted payroll to sales rate model to isolate the financial impact of variances in product pricing, productivity, and wage rates across Pottery Barn, Pottery Barn Kids, West Elm, and Williams-Sonoma stores in Australian and the U.S.- Presented analysis and tangible recommendations to reduce costs, while maintaining customer service levels and employee satisfaction, to key executives up to and including the Senior Vice President of Global and Country Manager of WSI Australia. -
Social Marketing Intern; Pbdorm AmbassadorWilliams-Sonoma, Inc. Jun 2014 - Aug 2015San Francisco, Ca, Us- Prepared and analyzed online retail analyses for weekly Regional Retail marketing teleconferences, contributed to inter-departmental marketing project, managed PBTeen's social media outlets, and completed general market research as requested. - Recruited to be one of three male PBDorm Ambassadors assisting with Williams-Sonoma's college outreach program for 2015 and 2016.
Patrick Dunne Skills
Patrick Dunne Education Details
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The Wharton SchoolEconomics - Concentrating In Finance And Opim -
St. Ignatius College PreparatoryHigh School Diploma -
Jagiellonian UniversityPolish
Frequently Asked Questions about Patrick Dunne
What company does Patrick Dunne work for?
Patrick Dunne works for Expert Institute
What is Patrick Dunne's role at the current company?
Patrick Dunne's current role is Director of Strategic Initiatives and Finance Operations.
What is Patrick Dunne's email address?
Patrick Dunne's email address is pa****@****pwc.com
What schools did Patrick Dunne attend?
Patrick Dunne attended The Wharton School, St. Ignatius College Preparatory, Jagiellonian University.
What are some of Patrick Dunne's interests?
Patrick Dunne has interest in Children, Economic Empowerment, Traveling, Snowboarding, Education, Exploring New Cuisine, Hiking, Science And Technology, Human Rights, Completing Riddles/puzzles.
What skills is Patrick Dunne known for?
Patrick Dunne has skills like Data Analysis, Public Speaking, Management, Powerpoint, Strategic Planning, Research, Event Planning, Customer Service, Social Media, Marketing, Teaching.
Who are Patrick Dunne's colleagues?
Patrick Dunne's colleagues are Ryan Prouty, Trishani Patel, Stella Chon, Breanna Cisewski, Nandu Naik, Josie Lippert, Pearl Brown.
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