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Kelly Klatik

Managing Partner

Extensive Career & Expertise:

Over three decades in fields like investment banking and asset management, with leadership roles at Cypress Hills and Falco Pacific.

Leadership & Mentorship:

Guides Cypress Hills’ underwriting process and has been instrumental in fostering its institutional capital foundation, ensuring alignment with company financial targets, and promoting high standards of diligence and decision-making.

Innovative Achievements:

Led Falco Pacific in unlocking a billion-dollar build from historic data sets, merging traditional financial acumen with modern analytics.

Financial Engineering:

In roles at M Partners (now Research Capital) and Investment Planning Counsel (now Canada Life), Kelly facilitated and/or structured deals and transactions totaling over $4.0 billion since 2000.

Education & Board Memberships:

Boasts a B.Com, MBA, ICD.D designation, and serves on several corporate and community boards including Merchant Opportunities Fund, Cypress Hills Foundation, and Glen Road Capital.

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