Patrick Vaughn Email & Phone Number

Wellesley Hills, Massachusetts, Us

Morgan Partners is a boutique investment bank providing sell-side and buy-side M&A and growth equity advisory services and strategic advice to technology companies in the insurance, capital markets and broader financial services sectors. Our domain expertise and deep industry relationships have enabled us to build a strong track record of successful results for our clients, which range from publicly held to private equity-owned companies to family-owned and operated businesses. We leverage this positioning to provide our clients access to the right strategic and financial counterparties in delivering superior results.

Charlotte, Nc, Us

Managed Technology and Services M&A practice for insurance-focused boutique investment bank Sherman & Company. Responsible for deal origination and leading execution teams on both sell-side and buy-side engagements. Elevated firm to #1 ranking in SNL league tables (2010 - 2012) for insurance/healthcare technology by number of deals closed.

Charlotte, North Carolina, Us

Managed Technology M&A practice for boutique investment bank, responsible for both deal origination and execution.

Founder of technology services company MoonBuzz, Inc., which merged with venture-backed technology firm TradeUps, Inc. to become Market Velocity. Market Velocity powers trade-in programs for computer and consumer electronics companies such as Hewlett-Packard, Sony, Samsung and Xerox. Served as CEO of merged company until exit in 2004.

Cambridge, Ma, Us

Established Southeastern sales and service office for financial services software company Pegasystems.

Managed broad strategic partnerships with Sun Microsystems, Oracle, Microsoft, Hewlett-Packard, etc. for Banking CRM software company Broadway & Seymour.

Charlotte, Nc, Us

Relationship Manager in Corporate and Investment Banking group, responsible for deal origination and execution.

Dublin 2, Ie

Mba, Finance

Bs, Mathematics/Computer Science