Advisory Team

We are very proud to have a diverse group of distinguished professionals and entrepreneurs aligned with Valitas to dramatically extend the firm’s capabilities. Valitas’ Advisory Team supports the core team in setting the strategic direction of the firm and in providing greater capability to Valitas clients.

The firm’s Advisory Team has decades of experience in a broad range of subjects and expertise in a variety of industries. Valitas’ advisors are drawn to Valitas by the common principle of excellence in one’s area of expertise.  Most have more than 20 years of senior-level executive experience and are widely acknowledged in their respective fields. Many of the advisors are executives and business owners with extensive experience in industries and situations similar to those of Valitas’ clients. In most cases, our relationships with our advisors exceed ten years, and in some cases, more than 20 years.

Advisory Board

Industry Advisors

  • Geoff Bennett
    Deal Advisor

    >Geoff is a seasoned M&A and wealth management advisor, having spent over 25 years driving results for mid-market clients. Geoff maintains an extensive family office and ultra-high net worth investor network through his ongoing business development activities.

  • Brian Piccioni

    Former top-ranked technology analyst for six consecutive years. He has spent 15 years at BMO Capital Markets and has experience in IPOs, share issues, and M&A transactions.  He is also an accomplished design engineer.

  • Keith Hart

    Logistics and Senior Management expert with progressive experience in global logistics.  Keith was Vice President - Americas Trade Area for DB Schenker and is founder to Tradelink Logistics.


  • Diego Castelli

    As President and Founder of level eleven consulting, Diego helps small and medium businesses grow and make a difference in their communities. Recognized as a charismatic, culturally adaptive leader, he brings 25 years of global corporate experience and broad multi-industry background. 

  • Paul Franzmann, CPA, CA

    A strategic leader, adept at solving complex problems and leading acquisition and integration programs, with expertise in the agriculture industry. A Certified Public Accountant, Paul obtained his Certified General Accountant designation in 1990 and his Chartered Accountant designation in 1994 (Silver medal for Manitoba).

  • James Egan
    Testing, Instrumentation & Certification

    Co-founder of CIMTEK, a testing services company (automotive, aerospace, medical, industrial and consumer markets).  James successfully raised private equity, acquired a UK company and then sold the business.

Functional Experts

  • Curtis Kroeker

    General Manager of IDEXX Practice Intelligence, and Former President, Marketplace Verticals for CoStar Group (NASDAQ: CSGP), a leading provider of information, analytics and online marketplaces.  He is a former McKinsey consultant and holds an MBA from the Tuck School of Business.

  • Todd Blair

    Founder and Managing Partner at GrowthPoint Advisory Services, specializing in acclerating revenue, profitability, and shareholder value for private companies. 

  • Andrea Wojnicki

    Strategy and Marketing consultant. She earned her Doctorate of Business Administration (Marketing) from Harvard Business School and serves as a Director on several boards, including the Direct Marketing Association of Canada.

  • Cynthia Barlow
    Emotional Intelligence

    President and Founder of C3 Conversations, a boutique consulting and training firm in Toronto.  She has provided leadership training to several leading multinational corporations.

  • Andrew Jenkins
    Social Media Strategy

    Implements social media marketing programs for numerous B2B and B2C companies. He teaches at OCAD University and at University of Toronto’s School of Continuing Studies and is on the board of the Direct Marketing Association of Canada.

  • Mimi Bowen
    Business Process

    Process improvement expert with diverse industry experience. She has advised and partnered in improving processes cross-functionally and has certified approximately 1,000 Six Sigma White, Green and Black Belts.

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