Our Team

Patric

Investment Banking Consultant, Xnergy Financial LLC

Patric is an Investment Banker at Xnergy Financial. His focus is to pursue middle market emerging growth companies, as well as mergers and acquisitions and financing opportunities for companies all over the world but specifically niched towards the Scandinavian market. He holds a Bachelor of Science degree in Finance from San Diego State University as well as a Harvard Business Schools alumni from the CORe program where he studied Business Analytics, Economics for Managers and Financial Accounting.

From his over-seas experience working as a Director of Sales with emphasis on underwriting for Elixia AS in Norway, as well as Sales Manager for Expert AB in Sweden, he brings in valuable insight on what companies need in order to grow and find a sustainable growth model with emphasisis on sustaining their competitive advantage.

Through intensive case studies at Harvard Business School, he developed core competencies in diverse areas such as; Quantitative Analysis, Pro Forma Analysis, Portfolio and Asset Management, Financial Modelling, M&A, VC Models and Asset valuation.