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Patona Partners
Patona Partners was established in 2019 by Jackson Tai. Its capital base stems from the principals’ prior leadership roles at global companies and investment...
Patona Partners
Patona Partners was established in 2019 by Jackson Tai. Its capital base stems from the principals’ prior leadership roles at global companies and investment firms including J.P. Morgan, Goldman Sachs, General Atlantic, and CPPIB. The firm executes direct co-investments and SPVs in private equity. It targets companies with sustainable profitability, modest capital expenditure needs, and limited existing debt. Confirmed positions reflect activity across healthcare services, business services and distribution, industrial and manufacturing, consumer retail and luxury goods, financial services, media and entertainment, real estate, and technology. Geographic focus centers on North America with additional reach into global opportunities through prior board roles at Eli Lilly, Mastercard, HSBC, and Singapore Airlines. The firm supplements its capital with an investor network of other family offices and high-net-worth individuals that share the same long-term orientation. Deployment totals exceed $1 billion of equity capital over the past 15 years. The team maintains a single office in Greenwich, Connecticut. Jackson Tai also serves on the boards of the Committee of 100, the Harvard Business School Asia-Pacific Advisory Board, and the Bloomberg Asia-Pacific Advisory Board. Philanthropic activity includes support for the Asian Art Museum of San Francisco and Neighbor to Neighbor. Patona Partners maintains an Owner and Executive Network that supplies sector specialists for portfolio companies. This structure allows the firm to embed operating expertise directly into investments rather than relying solely on external managers or fund commitments.
General information
Firm type
Multi Family Office
Year founded
2019
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Greenwich
Corporate office
500 West Putnam Avenue, Suite 400, Greenwich, CT 06831
Principals
Jackson Tai
Founder
Michael Tai
Business Partner
Kay Tai
Family Member
Sector focus
Frequently asked questions
Who runs investment decisions at Patona Partners?
Jackson Tai leads investment decisions as founder. Michael Tai participates as business partner. Decisions draw on the principals’ prior roles at J.P. Morgan, Goldman Sachs, and CPPIB.
Does Patona Partners participate in fund commitments or only direct deals?
The firm focuses on direct co-investments and SPVs. It does not commit to external funds as a primary activity.
What investment stages does Patona Partners typically target?
Patona Partners targets lower mid-market companies with $10 million to $100 million in sales and positive operating margins. It provides growth capital, succession financing, and management-led buyouts.
Where does the underlying wealth come from?
Wealth originates from the principals’ careers in banking, retail, and technology sectors, including executive roles at DBS Group and Brookstone plus investment experience at General Atlantic and CPPIB.
How does Patona Partners source proprietary deal flow?
Deal flow arrives through the principals’ board and operating networks, referrals from investment bankers and attorneys, and the Owner and Executive Network that connects sector specialists to opportunities.
What is Patona Partners’ known posture on co-investments alongside external GPs?
The firm invests its own capital alongside aligned family offices and high-net-worth individuals. It structures transactions directly with company owners rather than through external fund vehicles.
Does Patona Partners maintain philanthropic structures, and how are they separated?
The firm supports the Asian Art Museum of San Francisco and Neighbor to Neighbor. These activities sit outside the investment mandate and are managed separately from capital deployment.
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