Partnering together to build value and realize dreams Optivest Investment Banking

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.

Investment Banking Services

Mergers & AcquisitionsCorporate FinanceValuations/Fairness OpinionsFinancial Advisory



Latest News:

Our Latest Thoughts on the Market: 1st qtr 2017

A large part of Trump’s political capital will be used to rewrite the tax code to lower personal and corporate tax rates and limit deductions (besides replacing Obamacare, increasing infrastructure spending, rolling back excess government regulations and probably... Read more >>

Our Story:

Optivest Investment Banking

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.