Patrick Lynch's Page

First Name

Patrick

Last Name

Lynch

Title

Principal

Company

Pozzani & Associates, Inc.

Type of Business

Service provider

If Type of Business is "Other", please describe

Finance and Management Consulting

Transaction Size "Sweet Spot" (USD)

Small Cap (Less than $10 mm), Lower Middle-Market ($10 mm - $100 mm), Middle-Market ($100 mm - $500 mm), Upper Middle-Market ($500 mm - $2 billion)

City

Newport Beach

State

CA

Country

USA

About Me (Company description, Biography, Services I provide):

Corporate Finance, Business Planning and Transaction Advisory.

CPA and MBA with over 20 years experience in public accounting, corporate finance and consulting including leadership and advisory roles in transactions, financial and operations management of growth companies, mature companies and turnarounds in a variety of industries.

Core skills include business planning, financial analysis, reporting, and transaction advisory services. Services Include:

• Transaction advisory services, including business plans, valuations, due diligence, and integration
• Management reporting and financial application development, such as executive dashboards and balanced scorecards
• Strategy, business planning, and financial analysis to increase sales and profits and improve effectiveness of marketing, operation and management of startups, mature and growth companies and turnarounds

Network with Me (Types of transactions I seek, Professionals I like to be referred):

Private equity groups seeking hands-on expertise to manage portfolio companies and prospective investments: financial analysis, reporting, buy/sell-side due diligence, and integration.