Patrick Burns is an analyst with Charter Capital Partners, a KSM company. Patrick supports mergers and acquisitions (M&A) advisory and private capital initiatives through financial analysis, due diligence, industry research, and financial modeling. He works closely with clients to develop insights and materials that help guide strategic transactions and inform investment decisions. His experience includes internships supporting transaction advisory and private capital activities, providing him with a strong foundation in financial analysis and deal execution.
Patrick earned a Bachelor of Science in Business Administration degree in finance from the University of Dayton.
Patrick holds the Securities Industry Essentials (SIE) credential, issued by FINRA.
Where Ownership
Meets Opportunity
At KSM, you’re more than an employee, you’re a firm owner.