Valitas Team

There are two things an advisory firm must master to excel. The first is to gain the trust and respect of its clients and advise them well. The second is to attract, develop and retain the best team. These two key elements are the cornerstones on which we built Valitas.

Our core team consists of some of the most esteemed and well-pedigreed experts in their respective fields. The members of our core and advisory teams have been connected for several years. In many cases, we have known each other for over 20 years. The team is drawn to Valitas out of mutual respect and shared values. We are convinced that together we offer unique skills and perspective to business owners in the Canadian mid-market.

  • Paris Aden
    Partner

    Involved as both an advisor and a private equity principal in greater than 100 M&A transactions worth in excess of $80 billion. Former RBC, CSFB, Clairvest and Morgan Stanley. Co-founder of Alluence Capital Advisors.

  • Geoff Bennett
    Partner

    Geoff is a seasoned M&A and corporate finance advisor, having spent over 20 years driving results for mid-market clients. Geoff also maintains an extensive family office and ultra-high net worth investor network.

  • Louis Goldberg
    Director, Investment Banking Coverage

    Combines experience in financial services with a background in corporate strategy and analytics. Holds an Honours Business Administration degree, with distinction, from Ivey School of business and has passed the CFA Level I exam. 

  • Karen Fisman
    Director, Business Development and Publications Lead

    Starting out in corporate and commercial lending with Scotiabank and RBC, Karen subsequently worked as an equities analyst specializing in the media and entertainment sector.  She holds an LLB and MBA, both from the University of Toronto.

     

  • Michael Mazza
    Investment Banking Associate

    Experienced in corporate finance and private equity assignments. Holds a Bachelor of Commerce degree from Rotman Commerce at the University of Toronto specializing in Finance and Economics and has passed the CFA Level I exam.

  • Chris Angelatos
    Investment Banking Analyst

    Combines entrepreneurship experience with an exceptional quantitative background. Holds a B.A.Sc. in Engineering Chemistry from Queen's University.

  • Clear Li
    Investment Banking Analyst

    Combines experience in student leadership roles with an excellent academic background. Holds an Honors Bachelor of Commerce degree from Rotman Commerce at the University of Toronto specializing in Finance and Economics, and has passed the CFA Level I exam.

  • Topher Abt
    Investment Banking Analyst

    Combines experience across the natural resource and technology sectors with exceptional quantitative skills. Holds a B.A.Sc. in Chemical Engineering from Queen’s University and has passed the CFA Level II exam.

  • Miranda Li
    Investment Banking Analyst

    Combines extensive student leadership experience with an excellent academic background. Miranda is in the process of obtaining her Bachelor of Commerce degree from Rotman Commerce at the University of Toronto.

  • Daniel Borg
    Investment Banking Analyst

    Combines experience in wealth management with exceptional analytical skills. Daniel holds an Honours Business Administration degree from Ivey School of Business and graduated as an Academic All-Canadian. He has also passed the CFA Level II exam. 

  • Gavin Ockrant
    Investment Banking Analyst

    Combines international experience in business development and investment banking. Gavin holds an Honours Business Administration degree from Ivey School of Business, where he achieved Dean’s List, received the 2017 Robotti Award and graduated with distinction.

  • Peter Yuan
    Investment Banking Analyst

    Combines prior experience in investment banking, private equity, and venture capital. Peter holds a Bachelor of Commerce degree specializing in Finance, from the Sauder School of Business at The University of British Columbia.

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