Patrik Landry, CFA in

Patrik Landry, CFA

Critic · DISC type C
Advisor at Confederation M&A
📍 Dieppe, New Brunswick, Canada

Patrik Landry is a CFA charterholder and an Advisor at Confederation M&A, where he provides sell-side and buy-side advisory to lower middle-market companies. His expertise is built on a foundation of commercial banking at CIBC and a Bachelor of Business Administration in Finance from the Université de Moncton.

During his university years, Patrik demonstrated a competitive spirit and leadership by representing his school in the global CFA Research Challenge. He also presided over his universitys delegation at the 2019 Commerce Games, leading them to a record-setting year with four podium finishes.

Unique fact: Patrik led his universitys Commerce Games team to be awarded "Committee of the Year" in 2019.

Read the full overview →
Experience
6 Years
Current Role
Advisor
Location
Dieppe, New Brunswick, Canada
Personality Overview

How Patrik shows up

Information Seeker
ROI Driven
Critic

They are quite likely to negotiate on pricing or other key terms. They prefer to analyze logically and value objective facts over emotions. They don’t appreciate bells and whistles unless backed by data.

Priorities

Topics Patrik cares about

M&A Advisory
As an Advisor at Confederation M&A, he focuses on guiding lower middle-market companies through both sell-side and buy-side transactions.
Middle-Market Deals
His professional focus is specifically on advising companies within the lower middle-market segment on mergers and acquisitions.
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Career

Work history

3-2024
Advisor
Confederation M&A
3-2021 - 3-2024
Manager - Commercial Banking
CIBC
6-2019 - 3-2021
Commercial Banking Associate
CIBC
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2015 - 2019
Bachelor of Business Administration (BBA)
Université de Moncton
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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