Our promise is straightforward:
We dedicate ourselves to your exit strategy,
one transaction at a time.
We bring more than advisory expertise; our team consists of seasoned business leaders and former entrepreneurs who have successfully navigated their own exits. Our methodology is proven because we've walked the same path you're on today. Having experienced firsthand the challenges of selling our own companies, we've completed significant transactions that inform our approach.
This real-world experience enables us to provide transparency throughout every phase of the sale process. We understand that clear, timely information empowers business owners to maintain control and make confident decisions during their most important transaction.
Founder representation is at our core. More than consultants, every one of our team members are founder advocates.
We've personally founded, grown, and successfully exited companies. Our collective expertise amplifies your capabilities, combining our hard-earned insights with your unique business journey. Following decades of entrepreneurial success, Optima's leadership united to make our strategic expertise accessible to business owners planning their next chapter. The business sale process demands transparency and understanding. We provide customized support that keeps you firmly positioned at the helm of your company's future throughout the entire transaction.
Lane Carrick
Managing Director
Andrew Swartz
Managing Director
Mark Zides
Market Director
Boston / New England
Kay Azmat
Market Director
Central Texas / Southwest
Our 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.
Integrity
We conduct all business with honesty and transparency, fostering trust and long-term partnerships with our clients, lenders, and industry peers.
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.
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.
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!
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