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Mergers & Acquisitions

Sell-side M&A Advisory

Optivest IB provides company builders and their owners with sell-side advisory services. Our experience with emerging growth and middle market companies and knowledge of the sale process enable us to deliver expert advice to clients. Drawing from 18 years of M&A transactions and processes, our senior-level bankers understand how to apply best practices that are tailored to our client’s needs and situation. We are committed to communicate and deliver on expectations and results for our clients.

Buy-side M&A Advisory

Optivest IB provides buy-side M&A advisory services to company management teams and their owners in targeted situations. Whether we are advising on a strategic acquisition or management buyout, we help to develop the scope and process associated with each buy-side engagement. We perform due diligence and deliver valuation and deal structuring advice to buyers who have identified specific targets or need assistance in searching for targets. Furthermore, we assist with securing institutional equity and debt capital to complete the transactions. Our services are delivered by a senior-level banking team through every step of the buy-side M&A transaction.