About Optima Mergers & Acquisitions
Optima Mergers & Acquisitions is a boutique investment banking firm specializing in the sale of lower middle market companies. We serve privately held businesses with enterprise values between $10 million and $100 million, delivering high-touch advisory services designed to maximize value and ensure a smooth ownership transition.
Founded and led by seasoned entrepreneurs and M&A professionals, Optima was built to provide business owners with the level of sophistication, strategic insight, and deal execution typically reserved for much larger companies. Our team understands what it means to build a business—and what it takes to sell it successfully.
Our Clients
We work exclusively with sellers. Most of our clients are founder-led or family-owned businesses preparing for a once-in-a-lifetime liquidity event. Whether our clients are pursuing retirement, recapitalization, or growth through a larger partner, we bring deep market insight, strong buyer relationships, and hands-on guidance to every stage of the process.
Our Process
At Optima, we take a structured, proactive approach to M&A:
Valuation & Exit Planning – We begin with a detailed review of the business, including its financial performance, growth potential, and market positioning, to determine a defensible valuation range and assess sale readiness.
Preparation & Packaging – We develop high-quality marketing materials—including teasers, confidential information memorandums (CIMs), and financial models—tailored to attract the right buyers.
Targeted Buyer Outreach – Leveraging our network of strategic buyers, private equity firms, family offices, and high-net-worth individuals, we run a confidential, competitive sale process.
Offer Negotiation – We evaluate and negotiate letters of intent (LOIs) to align deal terms with our client’s financial, legal, and personal objectives.
Due Diligence & Closing – We guide our clients through buyer diligence, legal documentation, and final closing—ensuring minimal disruption and maximum clarity.
Industries We Serve
Our clients span a variety of industries, including:
Business and professional services
Manufacturing and distribution
Construction and industrial services
Healthcare and wellness
Technology-enabled services
Consumer products and multi-location retail
We are industry-agnostic but highly selective in the companies we represent—favoring profitable, well-managed businesses with strong leadership, recurring or repeat revenue, and defined growth opportunities.
Why Sellers Choose Optima
Focused Exclusively on Sell-Side Advisory – No buy-side distractions, no conflicts of interest. We work only for the seller.
Experienced Dealmakers – Our team includes former entrepreneurs, private equity professionals, and investment bankers who have closed hundreds of millions in transactions.
Extensive Buyer Network – We maintain deep relationships with active buyers across the U.S. and internationally.
High-Touch Service – We serve a limited number of clients at a time to ensure each receives senior-level attention and customized strategy.
Proven Results – Our track record includes successful exits to private equity firms, strategic acquirers, family offices, and public companies.
Get in Touch
Whether you{re ready to sell now or simply planning ahead, a conversation with our team can help clarify your options and prepare you for the road ahead.
Visit us at www.theoptimateam.com or contact us directly to schedule a confidential consultation.
