Kelly Klatik, Managing Partner
Kelly has over 26 years of experience as a strategist, financier, and operator predominantly in the investment banking/management and alternative asset sectors.
Most recently, Kelly served as CEO and co-founder of a non-traditional data analytics company. Prior to that, Kelly spent over a decade as Director, Investment Banking at M Partners and Vice President of Equity Capital Markets for Investment Planning Counsel, part of the Montreal based Power Financial Group. He successfully executed on numerous transactions and deal flow totaling over $4.0 billion since 2000 primarily in structured financial products and public equity financings weighted towards the Consumer Finance, Commercial Finance, Technology and Natural Resource sectors.
Mr. Klatik received a Bachelor of Commerce in Accounting from University of Saskatchewan, an MBA from Royal Roads University, and earned the Institute of Corporate Directors designation (ICD.D) from Rotman School of Business.