Your Shareholder Value, Engineered

We partner with ambitious founders and CEOs who aim far beyond average outcomes. With Valitas, our clients get a clear roadmap to unlock the true potential of what they’ve built, and a team that executes alongside them to deliver breakthrough results. We selectively partner with private companies where we can see a path to create at least $100 million in shareholder value, forging true Shareholder Value Champions.

Paris Aden, Valitas Capital PartnersParis Aden, Valitas Capital Partners
Nataliia Utikalova, Valitas Capital PartnersKeith Hart, Valitas Capital PartnersRon Stokker, Valitas Capital PartnersPaul Williams, Valitas Capital PartnersNikita Arora, Valitas Capital PartnersMiguel Carpio, Valitas Capital PartnersSusie Halasz, Valitas Capital PartnersRob Seguin, Valitas Capital PartnersPatrice Graves, Valitas Capital Partners

Paris Aden

Partner

Paris Aden is the founding Partner of Valitas Capital Partners. Since 1994, he has been involved with more than 100 M&A transactions with an aggregate value exceeding $80 billion. He has advised clients at Morgan Stanley, Credit Suisse First Boston and RBC Capital Markets and has acted as a private equity investor at Clairvest Group where he served on portfolio company boards. Paris was also a co-founder of Alluence Capital Advisors, a mid-market M&A advisory boutique that focuses on cross-border transactions.

Nataliia Utikalova

Associate

Nataliia brings several years of experience in the financial services industry, and has joined the team on a full-time basis after successfully completing the Analyst Development Program at Valitas. Prior to Valitas, Nataliia held management and client advisory roles at TD Bank Group, where she acted as a subject matter expert on a broad range of investment and credit product suites and services, while maintaining an extensive book of business.

Nataliia earned an Honours Bachelor of Commerce degree from the Ted Rogers School of Management. She is actively pursuing the CFA designation and has successfully completed Level II in 2022.

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Miguel Carpio

Incoming Analyst

Miguel joined Valitas as an Incoming Analyst and brings experience in financial analysis, financial management and strategy consulting. Prior to joining Valitas, he worked at CIBC, where he supported enterprise initiatives through stakeholder coordination, financial management and performance analysis. Previously, Miguel worked within Accenture’s Strategy & Consulting practice, supporting engagements focused on value creation, market expansion and digital strategy. His background provides financial and strategic perspectives to business decisions.

Miguel earned a degree in Economics with a minor in International Business from CEU San Pablo University in Madrid.

Nikita Arora

Incoming Analyst

Nikita brings experience in strategic decision-making and value creation, and has joined the team as an Incoming Analyst at Valitas. Prior to Valitas, Nikita worked at Zurich Insurance, where she built financial models to evaluate business performance and partnered with senior leadership to inform strategic planning.

Nikita earned an Honours Bachelor of Commerce degree from Rotman Commerce at the University of Toronto, graduating with Distinction and specializing in Finance and Economics with a focus in Data Science. She was also awarded the University of Toronto International Scholar Award.

Keith Hart

Industry Advisor, Logistics

Keith is a Logistics and Senior Management Professional with progressive experience in global logistics management along with customs and trade compliance.

Most recent positions include Vice President - Americas Trade Area for DB Schenker. DB Schenker is the logistics arm of Deutsche Bahn (German Railway) with current sales of €19.7 billion and operations in 130 countries. Currently Keith is the Founding Partner at Tradelink Logistics and Consulting. Tradelink is an Independent Sales Agency and Consulting firm founded in 2001 that delivers customers leading-edge solutions for improved performance in the areas of logistics and customs. Keith consults on a direct basis or in conjunction with one of a select number of strategic partners.

Keith holds a P.Log designation through The Logistics Institute and is a licensed customs broker (Canada)

Bio

Ron Stokker

Senior Advisor, Operations

Ron is an accomplished senior executive with more than 30 years of successful leadership experience consistently driving new growth and profitability, transforming operations, and building high performing management teams in a wide range of industries including, wholesale distribution, consumer, business services and manufacturing. Ron has worked with owner-operated, publicly listed, and private equity sponsored companies. He has also lived and worked in the U.S.

In addition to his advisory role with Valitas, Ron is currently a Board Member at Auto-Motion Shade Inc. and is working as an Advisor to a start-up business in the personal accessories sector. Recent positions include COO at Staalduinen Floral Limited and COO at Hazmasters Inc. where he worked with the senior management teams to focus on growth, operational excellence, and leadership development to transform the performance of these businesses.

‍

Bio

Paul Williams

Industry Advisor, Logistics

Paul has over 25 years of experience in the Logistics and Freight Forwarding industry, having worked for a series of leading multinational and privately owned companies in senior director and global roles.

Paul commenced his career as the Managing Director of Air Menzies International in London, where he was responsible for growing the organization from IATA #7 to IATA #3 in 3 years. Paul was instrumental in digitalizing the company’s processes and created pioneering solutions for air cargo bookings. Following a relocation to Australia in 2003, Paul worked for Kuehne + Nagel for 2 years, leading their oil and gas operations. In 2005, Paul was appointed as a Managing Director of Eagle Global Logistics for Australia and New Zealand. Paul also sat on the EGL Asia Pacific board, later as an Asia Pacific board member for CEVA.

Bio

Susie Halasz

Advisor, Sales

Susie is an accomplished executive with more than 25 years of senior leadership experience in sales, marketing, finance, corporate restructuring, and operations, from start-ups to global multi-billion-dollar companies. In addition to her advisory role with Valitas, she is a Certified Sales Leader, a Certified Emotional Intelligence Coach, and President and Founder of Elevated Results Inc., which provides SMBs with fractional sales leadership. Previously, she was Vice President, Sales and Marketing at a major Canadian transportation and logistics company and Vice President of Enterprise Solutions at a global consulting firm. She enjoys travel and summer boating with her family.

Rob Seguin

Advisor, Human Resources

Rob Seguin is the Managing Partner of Thrive Partnership Group since 2003, offering global clients organizational health consulting services ranging from Culture Strategy navigation to Strategic and Brand Planning facilitation, to High-Performance Team development and Leadership coaching.

His two decades of global corporate experience, primarily in the Life Science industry in sales, business development, marketing and business unit leadership culminated in leading the global launch of Botox Cosmetic in 2001, starting in Canada.

Patrice Graves

Advisor, Human Resources

Patrice Graves is Founder and CEO of coNEXTions, an advisory and execution firm that helps investors and business leaders build the leadership, organizational structure, and capabilities needed to scale. She brings more than 30 years of experience translating business strategy into practical people and organizational changes across public and private equity-backed companies. Previously, she served as Chief Human Resources Officer of an Endeavour Capital portfolio company and Executive Vice President and Chief Human Resources Officer at NCR. Her career also includes roles at AECOM, Raytheon, AlliedSignal/Honeywell, and Pennzoil-Quaker State.

Paris Aden, Valitas Capital PartnersParis Aden, Valitas Capital Partners

Paris Aden
Partner

Bio
Nataliia Utikalova, Valitas Capital Partners

Nataliia Utikalova‍
Associate

Bio
Miguel Carpio, Valitas Capital Partners

Miguel Carpio
Incoming Analyst

Bio
Nikita Arora, Valitas Capital Partners

Nikita Arora
Incoming Analyst

Bio
Keith Hart, Valitas Capital Partners

Keith Hart
Industry Advisor, Logistics

Bio
Ron Stokker, Valitas Capital Partners

Ron Stokker
Senior Advisor, Operations

Bio
Paul Williams, Valitas Capital Partners

Paul Williams
Industry Advisor, Logistics

Bio
Rob Seguin, Valitas Capital Partners

Rob Seguin
Advisor, Human Resources

Bio
Patrice Graves, Valitas Capital Partners

Patrice Graves
Advisor, Human Resources

Bio
Susie Halasz, Valitas Capital Partners

Susie Halasz
Advisor, Sales

Bio

Elite Judgment, Founder Mindset, Global Experience

Paris Aden, Valitas Capital Partners

Paris Aden

Partner

Paris Aden is the founding Partner of Valitas Capital Partners. Since 1994, he has been involved with more than 100 M&A transactions with an aggregate value exceeding $80 billion. He has advised clients at Morgan Stanley, Credit Suisse First Boston and RBC Capital Markets and has acted as a private equity investor at Clairvest Group where he served on portfolio company boards. Paris was also a co-founder of Alluence Capital Advisors, a mid-market M&A advisory boutique that focuses on cross-border transactions.

Bio
Nataliia Utikalova, Valitas Capital Partners

Nataliia Utikalova

Associate

Nataliia brings several years of experience in the financial services industry, and has joined the team on a full-time basis after successfully completing the Analyst Development Program at Valitas. Prior to Valitas, Nataliia held management and client advisory roles at TD Bank Group, where she acted as a subject matter expert on a broad range of investment and credit product suites and services, while maintaining an extensive book of business.

Nataliia earned an Honours Bachelor of Commerce degree from the Ted Rogers School of Management. She is actively pursuing the CFA designation and has successfully completed Level II in 2022.

‍

Bio
Miguel Carpio, Valitas Capital Partners

Miguel Carpio

Incoming Analyst

Miguel joined Valitas as an Incoming Analyst and brings experience in financial analysis, financial management and strategy consulting. Prior to joining Valitas, he worked at CIBC, where he supported enterprise initiatives through stakeholder coordination, financial management and performance analysis. Previously, Miguel worked within Accenture’s Strategy & Consulting practice, supporting engagements focused on value creation, market expansion and digital strategy. His background provides financial and strategic perspectives to business decisions.

Miguel earned a degree in Economics with a minor in International Business from CEU San Pablo University in Madrid.

Nikita Arora, Valitas Capital Partners

Nikita Arora

Incoming Analyst

Nikita brings experience in strategic decision-making and value creation, and has joined the team as an Incoming Analyst at Valitas. Prior to Valitas, Nikita worked at Zurich Insurance, where she built financial models to evaluate business performance and partnered with senior leadership to inform strategic planning.

Nikita earned an Honours Bachelor of Commerce degree from Rotman Commerce at the University of Toronto, graduating with Distinction and specializing in Finance and Economics with a focus in Data Science. She was also awarded the University of Toronto International Scholar Award.

Keith Hart, Valitas Capital Partners

Keith Hart

Industry Advisor, Logistics

Keith is a Logistics and Senior Management Professional with progressive experience in global logistics management along with customs and trade compliance.

Most recent positions include Vice President - Americas Trade Area for DB Schenker. DB Schenker is the logistics arm of Deutsche Bahn (German Railway) with current sales of €19.7 billion and operations in 130 countries. Currently Keith is the Founding Partner at Tradelink Logistics and Consulting. Tradelink is an Independent Sales Agency and Consulting firm founded in 2001 that delivers customers leading-edge solutions for improved performance in the areas of logistics and customs. Keith consults on a direct basis or in conjunction with one of a select number of strategic partners.

Keith holds a P.Log designation through The Logistics Institute and is a licensed customs broker (Canada)

Bio
Ron Stokker, Valitas Capital Partners

Ron Stokker

Senior Advisor, Operations

Ron is an accomplished senior executive with more than 30 years of successful leadership experience consistently driving new growth and profitability, transforming operations, and building high performing management teams in a wide range of industries including, wholesale distribution, consumer, business services and manufacturing. Ron has worked with owner-operated, publicly listed, and private equity sponsored companies. He has also lived and worked in the U.S.

In addition to his advisory role with Valitas, Ron is currently a Board Member at Auto-Motion Shade Inc. and is working as an Advisor to a start-up business in the personal accessories sector. Recent positions include COO at Staalduinen Floral Limited and COO at Hazmasters Inc. where he worked with the senior management teams to focus on growth, operational excellence, and leadership development to transform the performance of these businesses.

‍

Bio
Paul Williams, Valitas Capital Partners

Paul Williams

Industry Advisor, Logistics

Paul has over 25 years of experience in the Logistics and Freight Forwarding industry, having worked for a series of leading multinational and privately owned companies in senior director and global roles.

Paul commenced his career as the Managing Director of Air Menzies International in London, where he was responsible for growing the organization from IATA #7 to IATA #3 in 3 years. Paul was instrumental in digitalizing the company’s processes and created pioneering solutions for air cargo bookings. Following a relocation to Australia in 2003, Paul worked for Kuehne + Nagel for 2 years, leading their oil and gas operations. In 2005, Paul was appointed as a Managing Director of Eagle Global Logistics for Australia and New Zealand. Paul also sat on the EGL Asia Pacific board, later as an Asia Pacific board member for CEVA.

Bio
Rob Seguin, Valitas Capital Partners

Rob Seguin

Advisor, Human Resources

Rob Seguin is the Managing Partner of Thrive Partnership Group since 2003, offering global clients organizational health consulting services ranging from Culture Strategy navigation to Strategic and Brand Planning facilitation, to High-Performance Team development and Leadership coaching.

His two decades of global corporate experience, primarily in the Life Science industry in sales, business development, marketing and business unit leadership culminated in leading the global launch of Botox Cosmetic in 2001, starting in Canada.

Patrice Graves, Valitas Capital Partners

Patrice Graves

Advisor, Human Resources

Patrice Graves is Founder and CEO of coNEXTions, an advisory and execution firm that helps investors and business leaders build the leadership, organizational structure, and capabilities needed to scale. She brings more than 30 years of experience translating business strategy into practical people and organizational changes across public and private equity-backed companies. Previously, she served as Chief Human Resources Officer of an Endeavour Capital portfolio company and Executive Vice President and Chief Human Resources Officer at NCR. Her career also includes roles at AECOM, Raytheon, AlliedSignal/Honeywell, and Pennzoil-Quaker State.

Susie Halasz, Valitas Capital Partners

Susie Halasz

Advisor, Sales

Susie is an accomplished executive with more than 25 years of senior leadership experience in sales, marketing, finance, corporate restructuring, and operations, from start-ups to global multi-billion-dollar companies. In addition to her advisory role with Valitas, she is a Certified Sales Leader, a Certified Emotional Intelligence Coach, and President and Founder of Elevated Results Inc., which provides SMBs with fractional sales leadership. Previously, she was Vice President, Sales and Marketing at a major Canadian transportation and logistics company and Vice President of Enterprise Solutions at a global consulting firm. She enjoys travel and summer boating with her family.

A System Engineered to Outperform

Most private companies are leaving tens of millions of shareholder value on the table. Traditional advisors lack the tools, incentives and focus to unlock it.

We built the Shareholder Value Architect™ (SVA) program to change that. It’s engineered to:

  • Surface each client’s most powerful value-creation opportunities
  • Architect a focused, high-impact plan
  • Drive structured execution with relentless discipline over multiple years

The SVA translates how Shareholder Value Champions think into a system founders can use. It’s anchored on the shareholder outcome, then works backward to the moves, order, and capabilities required.

Learn More About SVA

An Integrated, Transformative System

Valitas was not built to deliver incrementalism or one-size-fits-all solutions. Our integrated, transformative solution is built on four pillars:

The Four Pillars of Our System

How we work, on every mandate.

Relentless Focus on Shareholder Value

Everything we do is rooted in maximizing the shareholder value our clients realize when they choose to exit.

Sharpened Judgement on What Matters

We isolate the few moves that have the biggest impact, discarding the noise.

Optimize, Then Maximize

We design and sequence value-creation moves so that earlier steps unleash and compound the power of later ones.

We Win Only When Our Clients Win

We put our money where our mouth is by linking our fees to the shareholder value we help our clients create.

FAQS

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