Optimal Investment Group

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.