Partnering together to build value and realize dreams Optivest Investment Banking
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International Network of Corporate Relationships and Strategic Alliances

Optivest IB leverages its access points within corporations, investment funds and service providers:

• Longstanding relationships with partners of US-domiciled law firms with major international offices

• Alliances with senior executives of US-domiciled accounting firms with major international offices

• Longstanding relationships with internationally based private equity firms

• Special affiliations with internationally based consulting and M&A advisory firms

Case Study — Active optivest ib Engagement:

Confidential Client Profile

Industry: Software distribution
Revenue: ~ $95 Million
EBITDA: ~ $30 Million
Southern California Headquarters
Operations: Japan, Taiwan, Hong Kong and emerging markets in China and Malaysia


process Profile

Domestic Targets: 30+
International Targets: 25+
Letters of Intent Received: TBD


transaction profile

Recapitalization targeting institutional and strategic partners

Active Engagement