JEFFREY A. PATE
**** ******** ****** *******, ***** 77008
713-***-**** abnob7@r.postjobfree.com
EDUCATION
SOUTHERN METHODIST UNIVERSITY DEDMAN SCHOOL OF LAW Dallas, TX
Doctor of Jurisprudence, May 2006; Admitted to the State Bar of Texas, November 2006
The Barristers (honorary service organization limited to 15 members chosen by the SMU law faculty)
Board of Advocates, Competitions Chairman (coordinated all 30 off-campus advocacy competitions)
Actively participated and placed in several advocacy competitions, both in-state and across the nation
Recipient of the Dallas Bar Association Outstanding Student Award for work performed in the SMU federal
income tax clinic; successfully represented clients in tax settlement negotiations with the IRS
THE UNIVERSITY OF TEXAS AT AUSTIN Austin, TX
Bachelor of Business Administration in Finance, May 2001, GPA 3.64
Student Government, McCombs Business School elected representative
Sigma Phi Epsilon, Social Chairman
EXPERIENCE
GULFSTAR GROUP Houston, TX
Associate, Investment Banking, November 2006 – March 2009
Participated in more than 40 buy-side and sell-side M&A, equity and debt recapitalization, and private
placement assignments; approximately 85% of assignments were related to energy, power, and infrastructure
Assisted in closing seven M&A sell-side transactions to both strategic and financial buyers
Built comprehensive financial models including leveraged buyout, discounted cash flow, detailed financial
projections, ROI models for GulfStar’s merchant banking portfolio, and various analyses supporting strategic
alternative recommendations
Developed confidential offering memoranda, investor presentations, and industry profiles
Heavily involved throughout the marketing process, from initial targeting of prospective investors to
addressing inquiries related to preliminary financial and operational due diligence
Collaborated with senior management and third party advisers in managing data flow throughout the closing
due diligence review process
Participated in negotiation of non-disclosure agreements, letters of intent, purchase agreements, and all
related M&A closing documents
FEDERAL DEPOSIT INSURANCE CORPORATION Dallas, TX
Appointed Law Clerk, May 2005 – October 2005
Conducted financial and legal analyses related to white collar crimes and asset management and disposition
driven by the Resolution Trust Corporation mandate; reported directly to regional General Counsel
Performed research, drafted memoranda, presented to senior counsel, and participated in negotiations
BAKER BOTTS L.L.P. Houston, TX
Legal Assistant Clerk, August 2002 – August 2003
Analyzed client’s wholesale energy trading operations in response to federal and state investigations
Evaluated economic impact resulting from various California-related energy transactions
Performed research and drafted memoranda related to protracted complex business litigation
BANC OF AMERICA SECURITIES L.L.C. Houston, TX
Analyst, Investment Banking Energy Group, June 2001 – August 2002
Approximately 60% of assignments were in the E&P sector, 40% in the oilfield services sector
Developed valuation and financing models, including merger sensitivity and discounted cash flow
Conducted comparable company and transaction analysis and in-depth industry and company research
Assisted in $400 million senior debt financing for both Marathon Oil Corporation and Apache Corporation
INTERESTS
Currently volunteering as a court appointed special advocate for Child Advocates, Inc.
Running, golf, tennis, fishing, scuba diving, and following all major sports