Patrick Scott Email & Phone Number

Dallas, TX, US

Dallas, TX, US

Oakland, California, US

• [Company ceased operations]
• Reported directly to the CFO as functional leader of Finance with ultimate mandate to build-out FP&A team; maintained “dotted line” oversight of a team of 4 accountants and administrators in the interim
• Created various complex financial models (operating, merger & DIP bankruptcy financing) to support CityLift in its progression from a viable business, to opportunistic acquisition candidate, ultimately to its.
• Surfaced previously unknown insights into profitability of the Service business, painting the picture of significantly higher-margin recurring revenue (+25 bps margin vs. Install) and synergistic addition to potential.
• Analyzed backlog of installation projects to identify those cashflow-positive through completion, recommending which projects potential acquirer could assume; 14 identified projects +$6M in net cash vs. the broader 42.
• Identified cost-saving measures across the P&L during bankruptcy representing ~$400K in near-term savings ($1.5M annually); employed granular headcount- and vendor-level approach in determination of mission-critical.

Plano, Texas, US

• Led FP&A support of NTX / OK market, the Company’s largest (100+ restaurants / $330M+ revenue), based on prior successful support of smaller Midwest market; partnered with Operations to provide action-oriented insights.
• Created Cane’s first short-term, deployment-focused forecasting model, providing Operators across 500+ restaurants granular, intra-day guidance on expected future sales trends; forecasts have averaged 96%+ accuracy.
• Leveraged transaction experience as part of internal deal team during Cane’s 2016 and 2018 refinancings; collaborated with external advisors to fulfill diligence requests, refine financial models and produce.
• Conducted in-depth pricing analyses across Cane’s system, presenting the business case for strategic increases directly to the C-suite; pricing actions have been 100% accretive to sales post-increase with no material.
• Established first-ever reporting into Risk Management, New Restaurant Openings and Purchasing to provide senior leadership actionable insights into claim cost drivers, new opening performance and supplier pricing and.

Plano, Texas, US

Austin, Texas, US

• As an Analyst at Navidar, I supported the deal team in all manners of deal execution for M&A and capital raising engagements. Selected transaction experience:
• Advised AppealTrack in its sale to Corporation Service Company ($NA – Apr. 2016)
• Advised ShippingEasy in its sale to Stamps.com ($55M+ – Jun. 2016)
• Advised ShipStation in its sale to Stamps.com ($50M+ – Jun. 2014)
• Advised next-generation embedded software company on a sell-side M&A transaction (Project Apollo)
• Advised distressed network management company on a sell-side M&A transaction (Project Umbrella)

New York, NY, US

M&A, restructuring and fairness opinion engagements across industrial, consumer, healthcare, media and technology industries.