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Optivest Investment Banking

Optivest Investment Banking
I-BANK SERVICE
2013 FOUNDED
3 EMPLOYEES
2 SERVICED COMPANIES
2 SERVICED DEALS
Description

Optivest Investment Banking is an investment bank, headquartered in Dana Point, California. Optivest IB provides investment services to emerging growth and middle market companies. The major service areas of the firm include mergers and acquisitions, corporate finance, valuations and financial advisory.

Year Founded
2013
Service Provider Type
Investment Bank
Primary Office
  • 24901 Dana Point Harbor Drive
  • Suite 200
  • Dana Point, CA 92629
  • United States

+1 (949) 000-0000

Optivest Investment Banking Services to Companies

Service on a Deal (2)

Company Name Service Provided Deal Date Deal Type Deal Amount
Reliant Account Management Advisor: General Jan 2019 00000 0000000
000000000000 Advisor: General Aug 2017 00000 0000000
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Optivest Investment Banking Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Optivest Investment Banking Team (3)

Name Title Deals Office Contact
Info
Paul Donnelly Founder & Senior Managing Director 0 Dana Point, CA
Stevan Grubic Principal Dana Point, CA
Dee Cinquegrani Controller Dana Point, CA