Frequently Asked Questions | Valitas Capital Partners

Our Partnership & The Results We Deliver

1. What does Valitas Capital Partners do?

Valitas is an execution-focused advisory firm that partners with ambitious private company owners to engineer a 3x to 5x increase in shareholder value. We don't just provide advice; we deliver a complete system—our Shareholder Value Architect™ (SVA) program—that builds a strategic blueprint and provides the elite execution horsepower to achieve it. Critically, we do this through a performance-based, gain-share fee model, ensuring our success is directly tied to yours.

2. Who is an ideal client for Valitas?

Our ideal partners are the leaders of high-potential private mid-market companies who are driven to achieve exceptional outcomes. We work best with organizations generating at least $8 million in EBITDA that seek to create transformational, private-equity–level returns. Our model is particularly well-suited to leaders who value a true partnership approach, with financial interests fully aligned. We are structured to unlock over $100 million in additional value for each client, and we seek partners ready to build that future with us.

3. What is your fee structure, and how are your interests aligned with ours?

Our partnership is built on a foundation of shared risk and shared reward. Unlike traditional consultants or banks that charge significant fixed retainers regardless of outcome, our model is predominantly a gain-share, or "pay-for-performance," fee. This means we are compensated primarily based on the actual, measurable shareholder value we help you create. This structure ensures our interests are 100% aligned with yours. We win only when you win—big.

4. What makes Valitas different from a typical M&A advisor or consulting firm?

There are three fundamental differences:

Our goal is a 3x to 5x return, not a single transaction: Traditional advisors focus on the sale transaction only. We focus on a multi-year Value Creation Phase designed to fundamentally increase the worth of your business before you even consider an exit.
Our model is performance-based: Our gain-share fee structure means we have skin in the game. This changes the entire dynamic of our relationship from that of a vendor to that of a vested partner.
We provide elite execution talent: We bring a curated global network of world-class experts in operations, digital transformation, AI, data science, growth, and business strategy. We coordinate this team of world-class independent experts to execute your value-creation plan.

The Shareholder Value Architect™ (SVA) Program

5. What is the Shareholder Value Architect™ (SVA) program?

6. What is the SVAT (Shareholder Value Assessment Tool) and how does it work?

The SVAT is the first step in quantifying your potential. It’s a powerful diagnostic tool that enables us to model your company's five-year value-creation opportunity. It helps us identify the specific growth, margin, and investment scenarios that could lead to a 3x to 5x valuation, providing the data-driven foundation for our strategic SVA blueprint.

Execution & Your Team

7. Our internal team is strong. Why do we need an external partner like Valitas?

A strong team is essential, but achieving a 3x to 5x return requires a specialized playbook and an intensity of focus that is nearly impossible for an internal team to maintain while also running the business. Your team knows your business; we know the science of value creation. Our role is to augment your team with a proven private-equity-style methodology and a dedicated team of experts whose sole focus is executing the value-creation plan.

8. The SVA program sounds comprehensive, but our team is already stretched thin. How do we find the capacity to execute this plan?

You have identified the most critical barrier to transformational growth: the lack ofexecution capacity. This is precisely why our model is so effective. We don't just hand you a plan; we provide the execution horsepower to make it a reality. This includes an integrated human capital expert to optimize your team's effectiveness, as well as a curated team of specialists from our network of elite independent advisors. We provide the strategic, financial, and human capital resources needed to drive the plan forward, ensuring your team can lead without being overwhelmed.

9. We are not planning to sell our company anytime soon. Is this program right for us?

Yes. A 3x to 5x increase in value isn't achieved in the six months leading up to a sale; it's engineered over three to five years of disciplined execution. The ideal time to begin this journey is now. By starting early, you give the high-return initiatives time to compound, creating a fundamentally more valuable and resilient company long before any transaction is on the horizon. However, we do not expect every client to sell their company, and this does not impact our interest in a relationship.

FAQs

Our Partnership & The Results We Deliver

The Shareholder Value Architect™ (SVA) Program

Execution & Your Team

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