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Optivest Investment Banking Services

Optivest IB provides high touch investment banking products and services to emerging growth and middle market companies. Our highly experienced investment banking team works directly with our clients in developing and executing corporate finance and M&A initiatives ranging from sell-side and buy-side M&A, minority and majority recapitalizations, equity and debt financings, valuations and fairness opinions, and financial and strategic advisory services.

With over 85 transactions delivered by our team of investment banking professionals, we are positioned and poised to respond to our clients needs.

Services we offer are:

Mergers & Acquisitions

• Sell-Side M&A

• Buy-Side M&A

• Corporate Divestitures

Corporate Finance

• Growth Equity

• Debt Financing

• Majority/Minority Recapitalizations

Valuations/Fairness Opinions

• Transactional Opinions

• Business Valuations

• Intellectual Property

• Purchase Price Allocations

Financial Advisory

• Corporate Finance Options and Analysis

• Strategic Options and Planning

• Board of Directors and Special Committee Advisory