Patrick Quigley
Shop spreadsheets

My Story

Patrick Quigley, MBA.

For 25 years, Patrick has built the financial models behind acquisitions, developments and fundraising, and presented the numbers to boards and executive teams. Largest single deal: $74M. Former Director of Finance at the Arizona State Treasurer’s Office.

ABOUT PATRICK QUIGLEY

From the Family Office to
Your Front Office.

An operator who’s had a couple of exits.

I ran operations for a $158M family office for two years. I set it up, structured it, kept the books, reported the numbers, and managed the lawyers, private bank, investment firms, and insurance.

Across 25 years in finance and deals, I co-founded a Phoenix real estate fund, served as Director of Finance at the Arizona State Treasurer’s Office, and helped prepare companies for sale. I’ve sat on the side of the table where every number gets tested.

Now I build the models, so you never start from a blank sheet. You own every file. You know what every dollar returns.

1996

Analyst, Commodity Futures Fund

Analyst at a commodity futures fund in downtown Los Angeles, responsible for analyzing positions and supporting portfolio decisions.

How the models are built

Built from real work, not to sell.

Every model in this library started as a real problem: a pro forma a lender had to approve, a deal an investor had to trust, a household budget that had to work every month. Every formula, check and output is there because a real situation needed it.

For more than a decade, these models were developed, refined and used on the deals of Quigley Capital’s private investment fund, where the numbers had to hold up in front of the people writing the checks. The fund invests Patrick’s own money alongside a few business partners, with a long-term, value-add strategy: buy distressed or underperforming assets and reposition them through better management, renovation or a new use. It is closed to outside investors.

01

Due diligence

Underwriting each deal before a dollar went in: rent rolls, operating costs, capital plans and every assumption traced to the source.

02

LP investor pitches

Returns, waterfalls and sensitivities presented to limited partners, who test every number before they commit.

03

Debt pro formas for banks

Cash flow, coverage and loan sizing in the format lenders expect when they review a loan request.

How every model is built →

What Patrick has built and used over his career

Coming soon More Excel and Google Sheets templates covering many of these areas, added to the model library.

Real estate GP

  • Distribution waterfalls: pref, catch-up and promote
  • JV and co-GP splits
  • Development pro formas with construction draws
  • Value-add acquisitions, refi and sale
  • Debt sizing: DSCR, LTV and debt yield
  • Rent rolls and lease-by-lease cash flow

Investing in companies

  • LBO models
  • Cap tables and dilution
  • 3-statement models
  • Returns and scenarios

Sell-side and diligence

  • Quality of earnings bridges
  • Net working capital pegs
  • Sources and uses, funds flow
  • Offer comparisons

Operating KPIs

  • Monthly KPI dashboards
  • 13-week cash flow forecasts
  • Budget vs actual

Contact

Let's talk.

Questions about a model, a purchase or a download? We reply within two business days.