Meet Patton
Patton joined Smith Leonard’s Transaction Advisory Services team in 2022 with over 25 years of experience in public accounting, financial services, real estate investment trusts, and independent consulting. He has served in a variety of roles from technical to operational during his career. Patton is passionate about utilizing his entrepreneurial mindset and analytical financial evaluation experience to leverage opportunistic investments.
As Director for SL’s Transaction Advisory Services group, he enjoys working with a variety of companies both buy-side and sell-side transactions, including strategic buyers, lenders, and private equity investors.
Patton and his wife Terri live in Clemmons. They have two teenage daughters – Natalie and Caroline. Outside of the office, Patton enjoys time with his family and being outdoors as much as possible.
Highlights
- Over 11 years of public accounting experience serving both public and private companies
- Over 15 years of experience in the industry specializing in financial services and real estate
- Specialties include – due diligence for mergers & acquisitions, internal controls
- Certified Merger & Acquisition Advisor (CM&AA)
- NC CPA License # 26171