Two men sitting in chairs facing each other, talking

Ask Our Clients

Our clients' success is the ultimate measure of our success. Our clients have expressed their confidence in our team with a Net Promoter Score (NPS) of 88. This means 88% of our clients have scored us 9 or 10 (out of 10) for how likely they are to refer Valitas to a friend or colleague (the other 12% scored Valitas 8).

Average Promoter Score

Retaining happy clients is what we do best. In fact, we have one of the highest Net Promoter Scores in the industry, which means that customers not only stay with us but they also recommend us to their peers.

O’Regan’s Automotive
10.0
Clarion Medical
9.6
Manta Test Systems
9.5
Cole Engineering
9.5
Jim Pattison Group
9.3

Robert Rogut

Founding Partner of Lean Supply Solutions
Average Company
Promoter score

Valitas proved to be an invaluable partner in our financial strategy. Their exceptional service, combined with their ability to deliver more than we anticipated, has made a profound difference for the corporation. I wholeheartedly recommend Valitas to any organization seeking a financial partner capable of delivering outstanding results.

Mohsen Mortada

CEO
Average Company
Promoter score

Valitas’ professionalism, understanding of the market, and persistence got us the best value possible. I look at this as the first step in many years of collaboration to come.

Reg Robinson

Co-CEO
Average Company
Promoter score

We selected Valitas over regional and global firms to develop a roadmap for value creation that balances organic growth, acquisitions, planned partner retirements and the financing required to support these initiatives... This foundation has facilitated multiple financings, acquisition discussions, succession planning and dramatic value creation.

Roger Gilodo

CFO
Average Company
Promoter score

Over my 40-plus year career, I’ve been involved in a number of acquisitions for leading technology and communications companies. Selling a company is a very different ballgame.

Samson Ling

CEO
Average Company
Promoter score

We have worked with a major firm before in a transaction, but Valitas out-performed them in every aspect of the transaction. I highly recommend Valitas to anyone looking for a competent, effective adviser to lead their transaction.

Lara Weinstein

Caber Investment Inc.
Average Company
Promoter score

We expected the sale process to be involving, but I had no idea how time-consuming and complex the information requests, negotiations, and deal structuring would be. There is no way we could have managed this process on our own, on top of our day jobs operating the company.