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Patriot Financial Partners

100 Matsonford Road Suite 210, Radnor, PA, 19087, United States

Overview

Private equity firm investing in community banks and financial services.

Founded

2007

Deals ยท 12mo

1

Links

WebsiteLinkedIn

Stage focus

Series B

Geographic focus

United States

Sector focus

Finance
Financial Services
Impact Investing

Investment portfolio

9rounds
NAMEDATESIZE
EnFi
Feb 2026Participated
$15 MSeries A
Grasshopper Bank
Aug 2025Led
$47 MOther Equity
Core10
Jan 2023Led
$7 MSeries B
Finexio
Oct 2022Participated
$35 MSeries B
Grasshopper Bank
Aug 2022Participated
$30 MOther Equity
PatientFi
Feb 2022Led
$15 MOther Equity
Finexio
Jan 2022Participated
$10 MOther Equity
Grasshopper Bank
Oct 2019Participated
$116 MOther Equity
Numerated
Sep 2019Led
$15 MSeries B
EnFi
Feb 2026Participated
$15 MSeries A
Grasshopper Bank
Aug 2025Led
$47 MOther Equity
Core10
Jan 2023Led
$7 MSeries B
Finexio
Oct 2022Participated
$35 MSeries B
Grasshopper Bank
Aug 2022Participated
$30 MOther Equity
PatientFi
Feb 2022Led
$15 MOther Equity
Finexio
Jan 2022Participated
$10 MOther Equity
Grasshopper Bank
Oct 2019Participated
$116 MOther Equity
Numerated
Sep 2019Led
$15 MSeries B
9
Items
Browse all public portfolio deals

Insights

Time horizon

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Deal Distribution

Patriot Financial Partners: 9 funding rounds are recorded in the selected participation categories.All available history.
Patriot Financial Partners: 9 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Series A01
Series B21
Other Equity23

Monthly Deal Activity

Patriot Financial Partners: 9 deals are recorded across 86 months.All available history.
Patriot Financial Partners: 9 deals are recorded across 86 months. All available history
MonthDeals
Sep '191
Oct '191
Nov '190
Dec '190
Jan '200
Feb '200
Mar '200
Apr '200
May '200
Jun '200
Jul '200
Aug '200
Sep '200
Oct '200
Nov '200
Dec '200
Jan '210
Feb '210
Mar '210
Apr '210
May '210
Jun '210
Jul '210
Aug '210
Sep '210
Oct '210
Nov '210
Dec '210
Jan '221
Feb '221
Mar '220
Apr '220
May '220
Jun '220
Jul '220
Aug '221
Sep '220
Oct '221
Nov '220
Dec '220
Jan '231
Feb '230
Mar '230
Apr '230
May '230
Jun '230
Jul '230
Aug '230
Sep '230
Oct '230
Nov '230
Dec '230
Jan '240
Feb '240
Mar '240
Apr '240
May '240
Jun '240
Jul '240
Aug '240
Sep '240
Oct '240
Nov '240
Dec '240
Jan '250
Feb '250
Mar '250
Apr '250
May '250
Jun '250
Jul '250
Aug '251
Sep '250
Oct '250
Nov '250
Dec '250
Jan '260
Feb '261
Mar '260
Apr '260
May '260
Jun '260
Jul '260
Aug '260
Sep '260
Oct '260

Sector Breakdown

Patriot Financial Partners: Fintech is the largest displayed sector by deal count (9 deals).All available history.

A deal can appear in multiple sectors, so sector totals may overlap. Capital represents disclosed total round sizes, not fund cheque sizes.

Patriot Financial Partners: Fintech is the largest displayed sector by deal count (9 deals). All available history
SectorDeals
Fintech9
AI & Machine Learning3
Networks, Cloud & Communication2
Marketing & Advertising1
Hardware & Robotics1
Health & Life Sciences1
Professional Services1

Deal Size Distribution

Patriot Financial Partners: 9 rounds have a disclosed size in the displayed size bands.All available history.

Undisclosed round sizes are excluded. Capital represents total round sizes, not fund cheque sizes.

Patriot Financial Partners: 9 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M0
$5M-$10M1
$10M-$25M4
$25M-$50M3
$50M-$100M0
$100M-$250M1
$250M-$500M0
$500M-$1B0
$1B+0

Deals By Geography

Patriot Financial Partners: United States has the largest recorded deal count among the displayed regions (9 deals).All available history.

Top 1 of 1 regions; European countries are grouped as Europe.

Patriot Financial Partners: United States has the largest recorded deal count among the displayed regions (9 deals). All available history
RegionDeals
United States9
Patriot Financial Partners: 20 co-investors are shown, with FINTOP Capital sharing 2 recorded deals.All available history.

Co-Investors

Bubble size = shared deals

Click a bubble to open that fund in a new tab.

Shows up to 20 co-investors ranked by shared deals. Deals may be shared with multiple funds, so rows overlap. Capital is total round size, not fund cheque size.

Patriot Financial Partners: 20 co-investors are shown, with FINTOP Capital sharing 2 recorded deals. All available history
Co-investorShared deals
FINTOP Capital2
Mendon Venture Partners2
Boston Seed Capital1
Carpenter & Company1
Commerce Ventures1
Curql1
Discover Financial Services1
Endeavour Capital Advisors1
FJ Capital Management1
GCP Capital Partners1
Glendon Capital Management1
Golden Seeds1
Hyperplane Venture Capital1
Independent Community Bankers of America1
J.P. Morgan1
JAM FINTOP1
National Bank Holdings Corporation1
T. Rowe Price Associates1
Trog Hawley Capital1
Unusual Ventures1

Investment Strategy

Patriot Financial Partners: Led accounts for 44% and participating for 56% of round participation.All available history.
Patriot Financial Partners: Led accounts for 44% and participating for 56% of round participation. All available history
CategoryDeals (count)Share (%)
Led444%
Participating556%
Patriot Financial Partners: Single-lead accounts for 100% and co-led for 0% of lead dynamics.All available history.
Patriot Financial Partners: Single-lead accounts for 100% and co-led for 0% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead4100%
Co-led00%

Team

David Honold

Principal

Dolores Lare

Partner

Ira Lubert

Partner

James F. Deutsch

Partner

James J Murphy

Chief Financial Officer

Jerry Plush

Partner

Kevin J. Kooman

Partner

Michelle Vaughn

Chief Compliance Officer