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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.

When you need to know
let us build your valuation,
informed and in real time.

 

The Optima Team serves to provide you with a current-market valuation of your enterprise. As experienced and active allocators, we have transparency into current transactions taking place in your industry.  

 

Our extensive Real-Time Valuation is independent of any decision to engage Optima to sell your business.

Transactions

Success speaks for itself. Explore our portfolio of representative transactions, showcasing deals where The Optima Team's experienced advisors actively contributed to creating value.

Go forward without going alone.

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