Active lifestyle (tennis, rock climbing, running), Improv, mountaineering (summit of Mt Kilimanjaro and Mt Rainier), reading, outdoors, personal development, financial markets, and behavioral economics
Patrick DePeters
Chief Executive Officer / Chief Financial Officer
Culver City,California
Summary
Highly accomplished executive with diverse experiences in founding, operating startups as CEO and CFO, executing M&A transactions and leading international growth efforts for investment banks. Achieved three successful exits, demonstrated innovation and leadership skills. A principled, client-focused team player with the ability to solve challenges with persistence and poise.
Accomplished Chief Financial Officer highly effective at driving strategic initiatives with solid financial backing. Eager to leverage [Number] years of experience in dynamic new role at [Company Name].
Overview
13
13
years of professional experience
26
26
years of post-secondary education
Work History
Founder, President & CEO
Owl Ridge Group LLC
Santa Monica, CA
01.2019 - Current
- Launched boutique consultancy and investment firm; Providing COO/CFO/CEO services to top PE firms, early and growth stage companies in financial services, technology, media, B2B and B2C verticals.
Chief Financial Officer, Board Member, Co-Owner
BondIt Media Capital
Santa Monica, CA
01.2015 - 01.2019
- Built a leading film and media lending company from scratch; firm is now co-owned by a Canadian public company, Accord Financial Corp ("Accord", Ticker: TSE: ACD)
- Created, planned, and implemented policies and procedures to increase productivity and maximize return on investments.
- Led and executed an institutional-grade growth strategy
- Built internal systems and infrastructure to support 40x growth
- Managed $3M operating budget and $30 million of secured loan investments
- Led all customary CFO functions, including M&A, finance, accounting, and controllership functions (e.g
- US GAAP / IFRS reporting, tax, and audit), financial modeling (including investment analyses), FP&A, legal, IT, HR, and compliance
- Achievements:
- Restructured balance sheet and negotiated a $7.5 million Series A investment from Accord
- Maximized capacity by raising a $20 million ABL credit facility; increased profitability by lowering WACC by 50% Achieved status as the most profitable unit of Accord by carefully managing a $3 million annual operating budget Increased originations efficiency by 75% by creating models and algorithms to help filter inflow of over 100 leads per month Analyzed, authorized, and managed nearly $100 million in investments across 275 loans with only four employees Built CRM for 5% of the cost of alternatives; saved 100 hours per month in portfolio and client service administration Saved 25 executive hours per month by assessing and installing software to automate financial and portfolio reporting Increased leads by 1,000 per year by acquiring a complimentary payroll firm, differentiated offering, and helped control risks
- Expert financial manager; managed $3 million annual operating budget to become most profitable unit of a public company; reported industry leading operating margins
- Developed relationships with institutional investors; bootstrapped business by partnering with a $5 billion family office Lessened investor and new staff learning curves by 50% by authoring detailed investor memoranda and internal manuals Managed finance functions for one-fifth the cost and human resource versus peer units by using technology and contractors
Chief Financial Officer, Co-Owner
Buffalo 8 Productions LLC
Santa Monica, CA
01.2015 - 01.2018
- Provided strategic advice and managerial support (including controllership) to a Member-Managed LLC
- Negotiated a joint-venture with boutique talent management company; resulted in signing 40 new clients Launched three new divisions, which led to revenue growth of over 70% CAGR
- Produced a film directed by Spike Lee, which sold to Netflix Originals in 2017; led to signing 3 premiere clients
- Oversaw deployment of strategic business plans to accomplish revenue targets.
Executive Director, Board Member, Co-Owner
ABS Entertainment Payroll
Burbank, CA
01.2018 - Current
- Reinvigorated a financial services company by implementing a top-to-bottom overhaul
- Worked with management to deploy more competitive product offerings with technology solutions, maximize cross-sell and contain costs
- Helped oversee staff of nineteen and supervise accounting/finance department
- Achievements:
- Negotiated a technology solution that enabled company to service larger projects for 1% of the cost of alternatives Reorganized company into a HoldCo structure versus six operating companies; saved $250k per year
- Brought in three top vendors across IT, insurance (e.g., workers comp), and accounting; saved 22% in costs YoY Grew volume of leads by over 60% by connecting BondIt data and systems to company with automation
- Re-branded company to be more modern and tech-friendly; led to 70% more inquiries for film projects above $5 million
- Resolved legacy tax/compliance issues discovered during due diligence; reduced costs by over $1 million
Senior Associate
MUFG Bank, M&A Investment Banking
London
01.2013 - 01.2014
Hand
M&A
- Picked by investment bank executives to advance international, advisory franchise at MUFG, Japan's largest bank
- Led M&A advisory and finance execution of nine deals worth over $30 billion in financing volume Initiated a telecom, media and technology industry coverage framework; led to three new clients Liaised with global deal teams, including across EMEA, Asia and the Americas
- Taught best practices from New York team and was offered a permanent position versus original 12-month plan
Analyst
MUFG Bank
- M&A Investment Banking
- An early member of Corporate Advisory Group; internally referred to as the “SWAT team” Developed expertise in corporate finance, financial modeling, and capital markets
- Analyzed and provided execution support for over $70 billion in M&A deals
Morgan Stanley
New York, New York
01.2010 - 01.2013
- Joint-venture deal team(s); financed two aggressive LBOs for a Japanese bank
- Helped advance MUFG from second-tier in league tables to top three through a proactive client coverage campaign
Stanford University
- Developed and implemented new strategies and policies in collaboration with executive partners to establish and achieve long-term business objectives, providing company with strong and sustainable organizational leadership.
- Developed key operational initiatives to drive and maintain substantial business growth.
- Led operational team in development, rollout, and management of new product lines.
- Hired and managed employees to maximize productivity while training staff on best practices and protocols.
Founder & CEO
Pallaby
Culver City, CA
06.2019 - 03.2023
- Founded and managed an innovative e-commerce pet food startup to combat pet obesity, overseeing all aspects of the business from strategy to marketing to operations. Achievements:
- Raised $300k pre-seed capital, achieved #1 new release status on Amazon Launchpad pets, and established partnerships with Fortune 500 companies and veterinary clinics in Los Angeles.
- Developed proprietary technology for customized daily meal plans for dogs and industry-leading retention of DTC subscription customers.
- Managed Shopify and Amazon storefronts, custom integrations with Zoho One ERP, and established KPIs and OKRs to evaluate performance.
- Successfully executed two significant pivots during the pandemic with limited resources and constraints, resulting in positive press and influencer reviews.
Education
BBA - Finance, Economics, Leadership Studies
University of Richmond
Richmond, VA 09.2006 - 05.2010
No Degree - Business Administration
Bocconi University
Milan, Italy 05.2001 - Current
Skills
Leadership
undefinedAffiliations
Co-Founder & CEO, Chairman
Santa Monica, CA 2019-Present
Accomplishments
Built and sold 4 businesses.
Interests
Timeline
Founder & CEO
Pallaby
06.2019 - 03.2023
Founder, President & CEO
Owl Ridge Group LLC
01.2019 - Current
Executive Director, Board Member, Co-Owner
ABS Entertainment Payroll
01.2018 - Current
Chief Financial Officer, Board Member, Co-Owner
BondIt Media Capital
01.2015 - 01.2019
Chief Financial Officer, Co-Owner
Buffalo 8 Productions LLC
01.2015 - 01.2018
Senior Associate
MUFG Bank, M&A Investment Banking
01.2013 - 01.2014
Morgan Stanley
01.2010 - 01.2013
BBA - Finance, Economics, Leadership Studies
University of Richmond
09.2006 - 05.2010
No Degree - Business Administration
Bocconi University
05.2001 - Current
Hand
M&A
Analyst
MUFG Bank
Stanford University
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