Denver, Colorado
Operating judgment for private capital.
Sunnyside Advisory works alongside family offices, investment firms and the companies they own on acquisitions, transitions and special situations.
Start a conversationThe practice
01
Family office advisory
Diligence on direct investments, oversight of operating holdings and coordination across advisors. Senior help on a defined project, without adding headcount.
02
Acquisitions
Sourcing, underwriting and closing lower middle market acquisitions, from the first owner conversation to funding.
03
Portfolio company support
Hands-on work inside the businesses you own. Finance function rebuilds, 13-week cash forecasts, lender reporting and margin improvement.
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.