A Family of Experienced Investors & Operators

Patona Partners is a family investment firm led by experienced investors and former executives of global companies.

Through our combined 90+ years of experience, we have worked with an array of companies. Our operational roles have ranged from being Vice Chairman and CEO of DBS Group (Southeast Asia's largest financial services firm), Chairman and CEO of retailer Brookstone, senior merchandise buyers at Louis Vuitton and Hermes, and active board members at publicly-listed companies such as Eli Lilly, Mastercard, Philips, HSBC, Singapore Airlines, NYSE Euronext, SingTel, Jones Lang Lasalle, and Bank of China. 

We have advised companies on mergers and acquisitions, sales, IPOs, and debt financing through our roles at JP Morgan, Goldman Sachs, and Morgan Stanley. In addition, we have extensive private investment experience, having worked at global investment firms including General Atlantic, 3i Group, and the Canadian Pension Plan Investment Board. Over the past 15 years, we have been responsible for deploying over $1 billion of equity capital, representing enterprise values of over $5 billion.

Our investing and operating experience spans the following industries, among others:

We pride ourselves on working alongside existing management teams and supplement our capital through deep relationships with industry specialists who provide strategic, financial, and operational support.

Long-Term, Patient Capital

We look for high-quality companies that have sustainable long-term growth and a proven history of profitability. 

Investing our own capital means that we invest for the long haul. Our ideal investment is one that we can own for decades and pass from our generation to the next.  

In addition to our family capital, our investor network includes other family offices and high net worth individuals who share our investment philosophy and long-term orientation.

We believe in building long-term relationships and working with companies to produce lasting collaborations.

We are flexible and creative in approaching our partnerships, but tend to look for the following characteristics:

Because of our diverse industry experience, we have the ability to invest in a wide range of sectors, including:

industrial and manufacturing

consumer retail

media and entertainment

Partners Who Address Your Needs

We work closely with business owners to create a transaction structure that keeps their best interests in mind while balancing the needs of the enterprise, including:

• Buying out retiring owners
• Succession planning and management transitions
• Management-led buyouts from previous owners
• Capital to accelerate growth
• Corporate divestitures
• Other situations that may be unique to the owner or company

Operating Philosophy & Values

We believe that successful partnerships are built through hard work, respect, humility, honesty, and creative thinking.  Our experience has taught us that enduring relationships are forged over many years, and we strive to build long-term relationships built on trust and collaboration. 

We value our companies and employees and strongly believe in fully aligning interests, economics, and goals. We seek to be positive members of our communities and believe that giving back to those around us is not only a responsibility, but good for our companies and employees.  

For family and founder-owned companies, we recognize that selling your business is a difficult decision. We will work with you not only on developing a transition that minimizes disruption to you and your business, but more importantly on creating a lasting plan that will preserve your legacy and brand.

Owner and Executive Network

Our Owner and Executive Network is a select group of experienced individuals with extensive sector and operating expertise.

Members of our Owner and Executive Network:

• Share best practices and ideas on running family and founder-owned businesses
• Receive strategic advice from our network of special advisors with C-level operating experience
• Gain access to potential investment opportunities with Patona Partners

We welcome new members to our Owner and Executive Network. To learn more, please email:

OEN@patonapartners.com

Our Office

500 West Putnam Avenue, Suite 400
Greenwich, CT 06831