Patrick W. Warren focuses on sourcing and executing sell-side M&A advisory and other corporate finance assignments for CFA. Prior to CFA, Patrick worked at BB&T Capital Markets and Fifth Third Securities, where he served as a Principal in their Industrials Investment Banking Group. Prior to BB&T, Patrick was a Sr. Associate and Vice President at Belhealth Investment Partners, a healthcare focused PE-firm with $500m in AUM.
Patrick began his career as an investment banking analyst at KPMG, and as an associate at Harren Equity Partners. Throughout his almost 20-year career in investment banking and private equity, he has completed more than 45 M&A and corporate finance advisory assignments.
his bachelor's degree from the University of Virginia's McIntire School of
Commerce with concentrations in finance and management and holds FINRA Series
79 securities license.