Ask Our Clients

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.

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.

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.

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.

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.

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.