Optivest Investment Banking

Description

• Optivest Investment Banking, headquartered in Dana Point, California, provides corporate finance advisory and transaction based investment banking services for emerging growth and middle market companies. The firm specializes in mergers and acquisitions, financings, valuations, fairness opinions and related corporate advisory services. Optivest Investment Banking focuses on developing creative ideas tailored to client goals and objectives through deep industry knowledge, significant transaction experience and strong corporate and institutional relationships throughout the firm's target sectors.The principals of Optivest Investment Banking consist of highly experienced investment banking professionals that have directly advised business owners, management teams and board of directors on client engagements across broad industry verticals and stages of development. Optivest Investment Banking's team members have originated over 85 transactions representing over $3.5 billion in value delivered to clients and shareholders. Additionally, Optivest Investment Banking is part of the family of Optivest companies that manages/stewards over $500 million in assets across three operating disciplines: Optivest Wealth Management, Optivest Properties and the Optivest Foundation.
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  Headquarters:24901 Dana Point , Dana Point, California, United States

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  Phone Number: +1 949-240-1616

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  Website: https://www.optivestib.com

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  Employees:3

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  Revenue:$1 - 10M

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  Legal Name:Optivest Investment Banking

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• |  NAICS Code: 523920  |

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