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 Second Quarter
2018 Update

How the recent tax cuts impact business valuation: There are several variables to consider when trying to value a business. The many moving parts, all of which can affect value positively or negatively, are hard to keep up with. Revenue, debt, assets, and, yes, even tax rates, can all influence company’s value. 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.