Team

Meet Our Team

Get to know our experienced middle-market M&A advisors.

Lane Carrick

Lane Carrick

Managing Director
Andrew Swartz

Andrew Swartz

Managing Director
Kinza Azmat

Kinza Azmat

Market Director - Central Texas
David Trent

David Trent

Market Director - Arkansas
Mark Zides

Mark Zides

Market Director - Boston
Jordan Brown

Jordan Brown

Advisor
Reggie Carter

Reggie Carter

Advisor
John F. Terry

John F. Terry

Advisor
Trent Simmons

Trent Simmons

Advisor
Michael Ratliff

Michael Ratliff

Sr Analyst
Daniel Brown

Daniel Brown

Advisor

Contact the Best Sell-Side M&A Advisors Near You

Our M&A advisors have decades of experience, and have been in your shoes. We understand the unique challenges, opportunities, and emotions that come with preparing for a transaction. Let us put our experience to work for you!

Let us put our experience
to work for you!

Contact Optima Mergers & Acquisitions today for a free,
confidential consultation.

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