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The Optivest Investment Banking Profile

• Optivest IB provides corporate finance advisory and transaction based investment banking services for emerging growth and middle market companies

Mergers & Acquisitions and Corporate Finance Advisory

• Optivest IB specializes in mergers and acquisitions, financings, valuations, fairness opinions and related corporate advisory services

• Optivest’s investment banking team members have originated over 85 transactions representing over $3.5 billion in value delivered to clients and shareholders

Emerging Growth & Middle Market Focus

• Optivest IB targets emerging growth and middle market companies with enterprise values between $10 and $150 million

• Deep expertise in a variety of served industries

Target Clients

• Family, owner operator and institutionally sponsored private companies

• West coast geographic preference w/ national interest in selected industry segments

• Enterprise value of $10 million to $150 million

• History of positive earnings and/or quantifiable financial or strategic assets

• Proven ownership and/or management leadership

Transaction Success

• Exceed client expectations - engagement scope and transaction consideration

• Develop the story - extensive analytics and company positioning

• Optimize partnership - align buyers and financial partners with client profile and objectives