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.
- Valitas Team
- Transaction Experience
- Advisory Board
- Advisory Team
- Industry Advisors
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.
Advised on over $60 billion in successful corporate transactions across a broad range of industry sectors, including some of the largest and most complex transactions completed in North America. Former Kirchner, CIBC, Cormark, TD, Newcrest and BMO.
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.