- Com., John Molson School of Business, Concordia University.
- Chartered Financial Analyst (CFA) charterholder.
Patrick Kuczynski is an avid intrapreneur and has tremendous passion helping “old economy” businesses and emerging businesses grow as capital efficient as possible. Patrick provides entrepreneurs with financial modeling advice, strategy consulting and business development, cash flow optimization as well as financial transaction structuring whether debt, equity, hybrid, royalty, or other structures.
Patrick has a strong desire to help the start-up community succeed and has over 6 years of experience in institutional business and investment analysis more recently at Montrusco Bolton Investments, an asset manager with over $6 billion in assets under management in all sectors that makes initial investments of at least $10M. Patrick has developed a network and expertise in Financial services like Banks, Insurance, Asset Managers, Lenders, and Fintech that are surely to benefit SMEs when seeking financing. He has also made numerous recommendations to publicly-listed companies with market capitalizations of over $50M to improve their investor relations and financial disclosure.
Previously, Patrick developed his Finance skills working at iA Securities, the securities brokerage division of iA Financial Group, the 4th largest insurance company in Canada. He performed many due diligence deep dives for business research and M&A transactions including a $100M acquisition. Prior to that, Patrick helped Dundee Capital Markets complete an equity financing round of $41M for a paper & forest company. Patrick was also part of a small team of portfolio managers responsible for a $1.5M endowment fund (KWPMP) at Concordia University for 2 years.
Patrick is also always looking for new ways to help entrepreneurs and has been involved as a Finance mentor for Futurpreneur Canada. Patrick is always open to discussing business and new ideas whether on the field playing soccer or during office hours, in any case, don’t be shy and give him a call.