Optima Financial
At the Forefront of Corporate Finance and Investment Banking
Who We Are
At Optima Financial, we understand that changes define the corporate landscape. Since 2005, our team has been helping medium and large-sized companies respond to industry transitions in order to stay competitive. Our years of experience have taught us to always make our clients' business success our priority.
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Optima Financial's experts will approach your project not with the intent to provide an individual solution, but to help you develop strategies for long-term success. Our practice is built on the pillars of professional conduct, ethics, and confidentiality.
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Our advisory services cover a wide range of transaction types and can start at the origination through to completion. We provide deep sector knowledge, solid relationships with funding providers and a complete understanding of valuation techniques which means that we can anticipate market trends, recognize opportunities and execute a tailor-made strategy at the most appropriate time.
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If you are considering a transaction of any nature, we would welcome the opportunity to have a discussion and chart an optimal course of action.
Our Services
Optima Financial exists to solve the critical issues facing our corporate clients. Our unique approach is not only what differentiates us, but also what makes us successful. Years of deal-making experience, deep industry insight, unparalleled service.
We provide a broad range of complex services and solutions to help organizations facilitate change, achieve their vision, and optimize performance and productivity. We specialize in originating, analyzing, and executing transactions and reorganization activities in the areas of Corporate Finance, Investment Banking, Capital Structure Optimization and Valuations, and Venture Capital.
Corporate Finance
Looking for strategic options for your business but not sure where to turn for guidance?
Whether it is a buy or build project, we work closely with corporate clients to support their planning and execution, arrange expansion and working capital, align resources and competitive advantages, and take advantage of M&A opportunities.
Shaping the future in today’s rapidly evolving environment means taking bold chances and making insightful decisions.
Our Projects
Often times our clients had everything they needed to succeed, they simply required the essential backing and support to make a strategic jump. Over the years, we built a diverse track record of successfully closed projects in various economic sectors. Not only did they define our professional reputation, but they led us to accumulate the unique skills and resources to help our clients grow, embrace change, and prosper.
The founder and team members have issued equity and debt securities for corporate clients in the manufacturing, private equity and agricultural sectors. We have taken private a bank, logistical and ski-resort companies. We have prepared business plans and arranged funding for hospitals, energy, financial, industrial and many other firms across the economic board. We have managed mandates to find new investors in the FinTech, energy, hospital, agricultural, manufacturing, and retail sectors. We have structured, valued, refinanced, reorganized, optimized and advised companies of all sizes in nearly any industry.
A wide variety of projects. Direct contribution in funding and to assets in excess of EUR 1 Billion. Professional, ethical, and confidential customer service. The story continues. Would you like to become a part of it?
Corporate Finance
Business Planning and Financial Modeling
Project and Working Capital Financing
Mergers and Acquisitions (M&A)
Investment Banking
Equity Capital Markets (ECM)
Debt Capital Markets (DCM)
Tender Offers
Specialty Consulting
Asset and Business Valuation
Refinancing and Capital Structure Optimizations
Interim CEO/CFO mandates
Depository Services
Startup Development and Venture Capital
Development of startups in the FinTech, pharmaceutical and agricultural industries
Provision of leadership, business development and financial resources
Contact Us
Contact us and find how our services can benefit your company.
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Please send your inquiry via email at
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or
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fill out the Contact Form on the right.
