24901 Dana Point Harbor Drive, Suite 230,
Dana Point, California 92629
United States
(949) 596-7172
www.optivestib.com
info@optivestib.com
Optivest Investment Banking LLC provides corporate financial advisory and investment banking services for emerging growth and middle-market companies. The Firm generally targets businesses and transactions valued between $10 and $150 million that are based on the West Coast of the US. Optivest provides M&A advisory, capital raising, financial restructuring, valuations, fairness opinions and related corporate advisory services. Sector expertise includes business services, distribution, healthcare services, marketing, restaurants, and software. Optivest Investment Banking was formed in 2013 and is based in Dana Point, California.
| Year | ≤ '20 | '21 | '22 | '23 | '24 | '25 | T |
|---|---|---|---|---|---|---|---|
| Buyside (0.0/yr) | 1 | - | - | - | - | - | 1 |
| Sellside (0.0/yr) | 6 | - | - | - | - | - | 6 |
| 7 | |||||||
| Target Company | Date | Value | Type |
|---|---|---|---|
| Sign-up to View | 2017-08-03 | 126M USD | Apparel/Textiles |
| Sign-up to View | 2014-05-06 | - | Software |
| Sign-up to View | 2012-04-01 | - | Software |
| Sign-up to View | 2012-01-23 | - | Software |
| Sign-up to View | 2011-01-01 | - | Distribution |
| Sign-up to View | 2008-12-01 | - | Automotive |
| Sign-up to View | 2001-08-01 | - | Healthcare Services |
| View All >> | |||
| Sector | # | Value | |
|---|---|---|---|
| Software | Sign-up to View | ||
| Apparel/Textiles | Sign-up to View | ||
| Automotive | Sign-up to View | ||
| Distribution | Sign-up to View | ||
| Healthcare Services | Sign-up to View | ||
| Total | Sign-up to View | ||
| State/Country | # | Value | |
|---|---|---|---|
| United States | Sign-up to View | ||
| California | Sign-up to View | ||
| Total | Sign-up to View | ||
| Type | # | Value | |
|---|---|---|---|
| Add-on Acquisition | Sign-up to View | ||
| Total | Sign-up to View | ||
| Corporate (7) | Deals |
|---|---|
|
Sign-up to View |
1 |
|
Sign-up to View |
1 |
|
Sign-up to View |
1 |
| Value | # | TOTAL |
|---|---|---|
| $100M to $1B | Sign-up to View | |
| < $100M | Sign-up to View | |
| TOTAL | Sign-up to View | |
| Largest |
TravisMathew LLC $126M (2017-08-03) |
|
