Patrik Landry, CFA

Critic
DISC Type : C

Advisor at Confederation M&A

Dieppe, New Brunswick, Canada

Overview

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.

Personality Overview

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.

Topics They Care 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.
Financial Analysis
Holds a CFA charter and a BBA in Finance, with previous experience in financial analysis, credit structuring, and underwriting at CIBC.

Media Appearances

Patrik has no verified media appearances

Work History

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

Education

2015 - 2019
Bachelor of Business Administration (BBA) from Université de Moncton

More Information

Social Presence :

Prographics :

Exp : 6 Location : Dieppe, New Brunswick, Canada Job Level : N/A Designation : Advisor at Confederation M&A
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Insights For Selling To Patrik

During A Call Or A Meeting

DO's

  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • Keep some extra margin while sharing pricing, they are likely to negotiate later

DONT's

  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Make extra effort to not seem pushy or confrontational
  • Don’t try too hard to build a relationship with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Patrik is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Patrik

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Patrik move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Patrik take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Patrik

Personality Compatibility


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