Our commitment is simple:
We focus on your liquidity event,
one transaction at a time.
We’re not just advisors; our team is comprised of experienced investors and business operators. Our approach is tried and true because, just like you, we are founders. Having been in your shoes, our track record includes notable transactions.
With this experience, we offer clarity at every point of the selling process because we know information is critical for entrepreneurs to stay focused and in control of the sales process.
Founder representation is at the core of what we do. More than consultants, The Optima Team members are founder advocates.
Meet Our M&A Advisors Near You
Get to know our experienced middle-market M&A advisors.
Lane Carrick
Managing Director
Andrew Swartz
Managing Director
Kinza Azmat
Market Director - Central Texas
David Trent
Market Director - Arkansas
Mark Zides
Market Director - Boston
Jordan Brown
Advisor
Reggie Carter
Advisor
John F. Terry
Advisor
Trent Simmons
AdvisorOur Mission
We aim to be the trusted partner for investors, and owners seeking tailored financial strategies. By leveraging our deep market insight and collaborative approach, we aspire to empower clients at every stage of their journey.
Our Core Values
Integrity
We conduct all business with honesty and transparency, fostering trust and long-term partnerships with our clients, lenders, and industry peers.
Collaboration
Teamwork is at the heart of everything we do.
We believe in open dialogue, mutual respect, and combining our collective expertise to create win-win solutions.
Innovation
The M&A landscape is constantly evolving.
We stay ahead of the curve by embracing new trends, financial products, and technology to offer forward-thinking strategies.
Client-Centricity
Each client’s goals and objectives are unique.
Our personalized, high-touch approach ensures that we craft financing solutions tailored to your specific vision.
Excellence
From initial inquiry to deal closure—and beyond
we hold ourselves to the highest standards of professionalism, reliability, and efficiency.
Results
We are relentless in our pursuit of outcomes that matter. Every step of our process is designed to maximize value, minimize disruption, and deliver results that protect our clients' legacies.