Optimal Investment Group
Overview
Optimal Investment Group is a private investment firm focused on acquiring and optimizing lower middle market businesses throughout North America. The firm seeks untapped growth potential in each company it acquires by partnering with talented management teams to take each portfolio company to the next level with financial support and strategic guidance. While industry agnostic, Optimal Investment Group has particular experience in the areas of consumer products, business services, and logistics. The firm has a long history of successful acquisitions and exits across a multitude of diverse industries. Optimal Investment Group's team consists of professionals with distinct operational and transactional backgrounds, including Founder and Managing Partner Joey Separzadeh, Partner Harris Roth, and Associate Avi Mafouda. The firm has a history of successful acquisitions and exits across a multitude of diverse industries, including Modani, Joybees, Frontier Integrity Solutions, Benvic, Movandi, and Technology Associates EC. Optimal Investment Group's investment process includes careful deal origination, committee review, submission of Letters of Intent, due diligence, and timely closing of transactions. The firm has a particular focus on corporate divestitures and is able to complete complex transactions with speed and certainty of closure. Optimal Investment Group's investment criteria include a focus on lower middle market businesses with revenues between $20 to $500 million, considering various investment situations including buyouts and corporate carve-outs. The firm seeks to partner with talented management teams to take each portfolio company to the next level with financial support and strategic guidance. Optimal Investment Group has a history of successful acquisitions and exits across a multitude of diverse industries, including Modani, Joybees, Frontier Integrity Solutions, Benvic, Movandi, and Technology Associates EC. The firm's team consists of professionals with distinct operational and transactional backgrounds, including Founder and Managing Partner Joey Separzadeh, Partner Harris Roth, and Associate Avi Mafouda. Optimal Investment Group's investment process includes careful deal origination, committee review, submission of Letters of Intent, due diligence, and timely closing of transactions. The firm has a particular focus on corporate divestitures and is able to complete complex transactions with speed and certainty of closure. Optimal Investment Group's investment criteria include a focus on lower middle market businesses with revenues between $20 to $500 million, considering various investment situations including buyouts and corporate carve-outs. The firm seeks to partner with talented management teams to take each portfolio company to the next level with financial support and strategic guidance.
Investment Focus
- Lower middle market businesses with revenues between $20 to $500 million
- Various investment situations including buyouts and corporate carve-outs
- Partnership with talented management teams for growth and optimization
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Optimal Investment Group
What sectors does Optimal Investment Group invest in?
Optimal Investment Group invests in Business Services, Consumer Products, Logistics, Manufacturing, Distribution and Technology & IT, and is based in San Francisco, United States. Optimal Investment Group is listed as a private equity in the ConnectSafely investor database.
What stage does Optimal Investment Group invest at?
Optimal Investment Group backs companies at Buyout, Turnaround and Distressed.
Which regions does Optimal Investment Group invest in?
Optimal Investment Group invests across United States and Canada.
Who are the partners at Optimal Investment Group?
Team members listed for Optimal Investment Group include Joey Separzadeh (Managing Partner) and Harris Roth (Partner).
What companies has Optimal Investment Group invested in?
Optimal Investment Group's portfolio includes Movandi, Benvic, Modani, Joybees, Frontier Integrity Solutions and Technology Associates EC.
How do I contact Optimal Investment Group?
Optimal Investment Group's contact details are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
