Opportunity, Synergy and Relationship
Optivest Investment Banking (Optivest IB) provides corporate finance advisory and transaction based investment banking services for emerging growth and middle market companies.
The Optivest IB principals have originated over 85 transactions representing over $3.5 billion in value delivered to clients and shareholders.
While the Greek crisis has knocked stock indexes down recently, the U.S. economy and markets have been stuck on the 50-yard line since November 2014. The U.S. stock market has been at all-time high valuations and our timing indicators set off the preliminary sell signals which we outlined in our Read more >>
When Paul Donnelly, founder and President of Optivest IB, Inc., was looking to leverage his experience and capabilities of over 25 years as a venture capitalist and investment banker, he recognized that many of the $3.5 billion in completed transactions resulted in a meaningful wealth... Read more >>
The principals of Optivest IB consist of highly experienced investment banking professionals that have directly advised business owners, management teams and board of directors on client engagements across broad industry verticals and stages of development.
*Includes previous transactions advised by the principals of Optivest Investment Banking.