Pat Stone

Managing Director

CPA

BDO Boston Office

617-422-7569

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Executive Summary

Patrick is a Managing Director at BDO and leads the TAS practice in Boston, specializing in providing financial due diligence services on both the buy and sell side of a transaction. He has more than 16 years of professional experience, the last 14+ of which have been focused specifically on providing transaction related support. Patrick’s work experience also includes a two-and-a half year secondment to Düsseldorf, Germany.

Patrick has been involved on a number of transactions spanning a variety of industries during his professional career, with a particular focus on the industrial, retail and consumer, life sciences, business services, and technology sectors. He has spent the majority of the last five years working on multiple sell side and buy side engagements for both corporate and private equity clients in the middle market space. Though his area of expertise lies in financial diligence, he has experience in many different facets of a deal, including carve-outs, 144a financings, internal business development projects and purchase agreement negotiations.

Prior to joining BDO, Patrick was a Director with PwC in Boston where he focused on middle market transactions. Specifically, he spent most of his time working with PE-backed and private, family owned and operated businesses in their inorganic growth strategies.

Professional Affiliations

American Institute of Certified Public Accountants
Massachusetts Society of Certified Public Accountants
 

Education

M.S.A., Accounting, Boston College
B.S., Accounting, Boston College