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: 2nd qtr 2014

The US Economy took an unexpected GDP drop of 2.9% in the first quarter. The blame was on our tough winter weather, the start of Obamacare, and uncertainty over the Fed’s tapering policies. While the economy recovered to an estimated +2% in the second quarter, most forecasters lowered their... Read more >>

Our Story:

The launch of Optivest Investment Banking

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.