We’ve Been In Your Shoes
Honored by Axial for our consistent deal flow, transaction quality,
and status as a top-tier M&A advisor within the industry
We know what it is like to invest your time and yourself into building a company. As experienced owner/operators, the Optima team has built, run and sold businesses across a variety of industries. We have made those transitions in our own businesses that take a company into its next phase.
When you decide to sell or grow your business, let us assist and guide. We can help you navigate the complexities of a sales transaction. The Optima Team provides the necessary guidance to ensure you remain in control of your business destiny every step of the way.
Get to know our experienced middle-market M&A advisors.
Whether you’re seeking an established company, exploring an emerging market, or expanding your portfolio, you’ve come to the right place. Explore a diverse selection of high-quality opportunities, each vetted for performance, stability, and long-term growth potential.
What kills deals in the final stretch is almost always psychological. When the founder experiences an emotional transition selling their business, which can often threaten a deal, this can be known as the identity crisis of the founder.
Lane Carrick, Managing Director of Optima Mergers & Acquisitions, has been honored with the prestigious IBBA Platinum Award in recognition of outstanding business brokerage performance during 2025.
Owner Dependence is a common structural flaw that can slash millions off the final purchase price when preparing a business for sale. We know exactly what buyers are looking for: transferability.
The Deal Table celebrates successful entrepreneurs and business leaders
