Denver, Colorado
Financial and operating help for family offices and private equity.
Sunnyside Advisory helps family offices, private equity firms and their portfolio companies with finance, operations and the big decisions in between. Led by Nick Patrick, CFP®.
Start a conversationThe practice
01
Fractional CFO
Hands-on finance leadership for portfolio and operating companies. Cash forecasting, lender reporting, budgets and finance cleanup.
02
Family office support
Senior help on defined projects. Oversight of operating holdings, liquidity and estate planning coordinated with your attorneys and CPAs.
03
Deal support
Diligence, valuation reality checks and running the process when you buy or sell a business.
04
Special situations
Senior support when a business faces a complex transition. Liquidity planning, lender and stakeholder negotiations, and a plan every party can sign off on.
Not a consultant who has read about it. An operator who has bought, run and sold companies.
Public markets
Concentrated stock, equity compensation and liquidity planning for founders and executives, from years advising them at Fidelity Investments.
Private markets
Lower middle market buyouts, seller financing, SBA lending and sell-side processes, from the buyer's seat and the seller's.
Alternative investments
Music and literary royalties and real estate notes. Catalog valuation, diligence and deal flow, including work for Point72.
About
Sunnyside Advisory is led by Nick Patrick, CFP®. He spent eight years at Fidelity Investments in Denver and San Francisco, advising founders and executives through liquidity events.
He then bought and ran two Colorado businesses and sold one to a family office. He also co-founded a music royalty investor and led catalog sourcing and valuation for a Point72 engagement.
Sunnyside brings both views, investor and operator, to a small number of engagements at a time.
CERTIFIED FINANCIAL PLANNER® professional. BBA Finance, University of Colorado Boulder, Leeds School of Business. MS Finance, Indiana University, Kelley School of Business.
How we work
Principal led
Nick does the work himself. No junior team, no handoffs.
Defined scope
Project or hourly, scoped to the work in front of you.
Discretion
Engagements stay confidential. We work alongside your counsel, accountants and lenders.