ABOUT INTELISTRA
At Intelistra, we specialize in delivering innovative, data-driven solutions that empower businesses to make smarter, more informed decisions. Our mission is to help organizations harness the power of data, streamline operations, and drive growth through customized technology solutions.
OUR PROCESS
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Define full value creation potential
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Develop the Blueprint to create value (who, what, when, where)
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Accelerate performance
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Harness the right talent
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Establish a results-oriented mind set
OUR EXPERTISE
We believe in the transformative potential of technology and data. By providing actionable insights and strategic guidance, we help businesses of all sizes stay ahead in today’s fast-evolving landscape. Partner with us to unlock new opportunities and drive meaningful, measurable results.
MEET OUR FOUNDER
Kevin D. Patrick is a Finance and Strategy business leader with over 25 years of experience in corporate development, business turnarounds, financing and financial management.
Kevin has led and participated in over $30 Billion of international and domestic acquisitions and divestitures in the Telecom, Beverage, Retail and Energy industries with activities including preliminary discussions of interest, purchase agreement review, valuation development/deal structuring, bid strategy, negotiation of key deal points and business integration.​​​
​As SVP Chief Financial Officer and Treasurer for the Colonial Williamsburg Foundation, Kevin led the financial turnaround of the country’s largest outdoor history museum, driving the Foundation's operating and financial performance, by implementing a return on investment, analytics based, strategic finance discipline across the enterprise.
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Prior to joining the Colonial Williamsburg Foundation Kevin was Vice President and CFO for Marcus Lemonis,“The Profit” on CNBC, a private equity investor with a portfolio of 25+ businesses, spanning several industries including: Manufacturing, Restaurant/Bar, Franchise, Retail.
KEY M&A, FINANCING AND JOINT VENTURE TRANSACTIONS
NON-PROFIT:
Year: 2022
Event: Colonial Williamsburg Foundation /Wells Fargo, $45M financing package replacing higher cost private placement debt.
Deal Size: $45M
Structure: Negotiated a financing package with Wells Fargo reducing the Foundation’s interest rate by 189 bps saving the organization $725K annually.
Outcome: Transaction Completed
Duties:
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Led negotiations with Wells Fargo.
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Reviewed Foundation operating performance with Wells Fargo.
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Negotiated loan key deal points.
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Reviewed term sheet and covenant agreements with outside counsel.
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Presented status to Executive Committee of the Board of Trustees
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Received Board authorization to execute transaction.
ENERGY:
Year: 2012
Event: SJI purchase of USE&G a retail marketer of gas and electricity with 115, 000 residential and 245,000 small commercial customers
Deal Size: $180M
Structure: Purchase 100% of the equity interest in USG&E from parent. Target to be debt free at closing. SJI to assume working capital and credit support obligations.
Outcome: Transaction withdrawn
Duties:
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Participated in preliminary discussions of interest.
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Valuation development/Deal Structure/Due Diligence.
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Work with operating groups to modify model assumptions.
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Negotiated key deal points
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Presented status to Executive Committee and Board of Directors
RETAIL:
Year: 2006
Event: Supervalu Purchase of Albertsons Core Stores
Deal Size: $17.4B
Structure: Three-part transaction between Cerberus, Supervalu and Walgreens for 2,200 Albertsons stores within core markets including inventory, distribution, real estate, banners, trademarks and related assets.
Outcome: Transaction Completed
Duties:
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Provided overview of performance of Eastern region stores and value drivers to financial and strategic buyers.
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Reviewed anticipated 3-year performance of key banners
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Reviewed portfolio performance of store asset base.
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Participated in integration efforts with Supervalu and Cerberus.
BEVERAGES/SPIRITS:
Year: 2001
Event: Kendall Jackson Wine Estates 3.7 million cases
Deal Size: $1.5B
Structure: $1.5B in cash for Kendall Jackson trademarks, selected vineyards and related assets.
Outcome: Property withdrawn from auction
Duties:
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Coordinated queries to Kendall Jackson management and investment advisors.
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Reviewed asset purchase agreement.
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Led information technology due diligence.
Working with Marcus Lemonis on the hit CNBC Television series “The Profit”
Kevin Patrick, CFO and Treasurer of Colonial Williamsburg, Featured in Wells Fargo Advertising Campaign
