Patona Partners

What is Patona Partners?

Patona Partners is a family investment firm based in New York, New York, investing across a diverse range of sectors. They target industrial, manufacturing, business services distribution, retail, financial services, media, entertainment, and technology sectors.

The firm, led by a team with over 90 years of combined experience in various operational roles, utilizes the expertise of former executives from global companies such as DBS Group, Brookstone, Louis Vuitton, Hermes, and has members who have served on the boards of Eli Lilly, Mastercard, Philips, HSBC, Singapore Airlines, NYSE Euronext, SingTel, Jones Lang Lasalle, and Bank of China.

They advise on M&A, sales, IPOs, and debt financing, drawing on experience from JP Morgan, Goldman Sachs, Morgan Stanley, General Atlantic, 3i Group, and Canadian Pension Plan Investment Board.

With a history of deploying over $1 billion of equity capital and a focus on long-term, patient capital, their investment approach is geared towards sustainable, profitable companies they can own for decades, involving a network of family offices and high net worth individuals who share this philosophy.

Their investment criteria favor businesses with sales between $10 million and $100 million, positive operating margins, modest capital expenditure needs, and limited existing debt. Patona Partners collaborates with existing management teams, enhancing partnerships with industry specialists to provide strategic, financial, and operational support.

They work with business owners to create transaction structures that balance owner interests and enterprise needs, including buyouts, succession planning, management transitions, growth capital, corporate divestitures, and unique situations. Their investment and operational insight span business services, distribution, industrial manufacturing, consumer retail, luxury goods, media, entertainment, financial services, and technology.