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.
The rapid rise in the 10-year Treasury interest rate from 1.6% to 3% has rippled through the financial and real estate worlds. Bond portfolios got crushed, stocks dropped then rebounded and residential and commercial real estate appreciation has stalled. In response, the Fed has ... Read more >>
When Mark Van Mourick, founder and CEO of Optivest, Inc., was looking to leverage his firm’s experience and capabilities over 25 years as an investment advisory firm to wealthy families and high net worth individuals, he recognized that many of the firm’s client relationships emerged ... 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.
*Previous transactions advised by the principals of Optivest Investment Banking.