Optimal Investment Group Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Optimal Investment Group has invested in 2 companies.

Optimal Investment Group’s most common sectors for investment arecommunications (19%) and apparel/textiles (10%) . The Firm’s most common investment types include growth capital (28%) and divestiture (28%). In total, Optimal Investment Group has invested in 6 US states and 4 different countries. Its largest (disclosed) acquisition occurred in 2013 when it acquired Kem One SAS for -.

In the last 3 years, Optimal Investment Group has exited 1 company. The Firm’s most common exit type is secondary buyout (50%).

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M&A Summary

  • M&A Total Activity15
    • M&A Buy Activity11
    • M&A Sell Activity4
  • Total Sectors Invested 10
  • Total Countries Invested 4
  • M&A Buy/Sell Connections 5

Optimal Investment Group

Optimal Investment Group

15301 Ventura Boulevard, Building B, Suite 350,
Sherman Oaks, California 91403
United States
(818) 303-1717
www.optimalinvestmentgroup.com

Optimal Investment Group is a private equity firm focused on acquiring control positions in North American companies with $20 to $500 million of revenue. The Firm is industry agnostic and will consider a variety of investment situations including buyouts, corporate carve-outs, and special situations. Optimal Investment Group was formed in 2006 and is based in Sherman Oaks, California.


Investment Criteria

Sectors of Interest: Apparel/Textiles, Business Services, Chemicals, Consumer Products, Consumer Services, Electrical Equipment, Energy Services and Equipment, Information Technology, Manufacturing, Media, Plastics, Transportation

Target Transaction Types: Buyout (LBO, MBO, MBI), Divestiture, Special Situations/Distressed, Secondary Buyout

Geographic Preferences: East US, Midwest US, South US, West US, Canada

Transaction Criteria Min Max
Target Revenue 20 500
Target EBITDA - 10
Investment Size - -
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.4/yr) # 9 - 1 - 1 - 11
Sell (0.2/yr) # 3 - - 1 - - 4
  15

Most Recent M&A

Company Date Value Type
Peltbeam, Inc. 2023-06-26 - Growth Capital
Newport Beach, California · www.peltbeam.com
Technology Associates EC, Inc. 2022-04-11 - Trade Sale
Midvale, Utah · www.taec.net
Modani Holdings LLC 2021-10-26 - Stake Purchase
Miami, Florida · www.modani.com
USA Dawgs, Inc. 2018-08-06 - Special Situations/Distressed
Las Vegas, Nevada · www.dawgsfootwear.com
Benvic Europe SAS 2018-01-17 - Secondary Sale
Chevigny Saint Sauveur, France · www.benvic.com
Technology Associates EC, Inc. 2018-01-12 - Growth Capital
Midvale, Utah · www.taec.net
Getronics Latam 2017-01-03 - Secondary Sale
Bogota, Colombia · www.getronics-latam.com
Movandi Corp. 2016-12-01 - Buyout (LBO, MBO, MBI)
Irvine, California · www.movandi.com
Benvic Europe SAS 2014-04-10 - Divestiture
Chevigny Saint Sauveur, France · www.benvic.com
Kem One SAS 2013-12-20 - Divestiture
Lyon, France · www.kemone.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Communications 1 (33%) - 2 (18%) -
Apparel/Textiles - - 1 (9%) -
Chemicals - - 1 (9%) -
Electrical Equipment - - 1 (9%) -
Furniture 1 (33%) - 1 (9%) -
Information Technology - - 1 (9%) -
Internet Software and Services - - 1 (9%) -
Media - - 1 (9%) -
Plastics - - 1 (9%) -
Semiconductors 1 (33%) - 1 (9%) -
Total 3 - 11 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 3 (100%) - 7 (64%) -
  California 2 (67%) - 2 (18%) -
  Florida 1 (33%) - 1 (9%) -
  Utah - - 1 (9%) -
  Texas - - 1 (9%) -
  Oregon - - 1 (9%) -
  Nevada - - 1 (9%) -
France - - 2 (18%) -
United Kingdom - - 1 (9%) -
Colombia - - 1 (9%) -
Total 3 - 11 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Divestiture - - 3 (27%) -
Growth Capital 1 (33%) - 3 (27%) -
Secondary Buyout - - 2 (18%) -
Buyout (LBO, MBO, MBI) 1 (33%) - 1 (9%) -
Special Situations/Distressed - - 1 (9%) -
Stake Purchase 1 (33%) - 1 (9%) -
Total 3 - 11 -

Exits by Deal Type

Type Total # Value
Secondary Sale 2 (50%) -
Sold to Management 1 (25%) -
Trade Sale 1 (25%) -
Total 4 -

Deal Values

buy # Total
TOTAL -
Largest Kem One SAS
- (2013-12-20)

M&A Connections

Deals
Acquired from
Investor(s)
18%
2 (18%)
Strategic(s)
36%
4 (36%)
Exited to
Investor(s)
50%
2 (50%)
Strategic(s)
25%
1 (25%)

FAQ

When was Optimal Investment Group founded?

Optimal Investment Group was founded in 2006.

What type of investor is Optimal Investment Group?

Optimal Investment Group is a private equity firm.

Where is Optimal Investment Group headquartered?

Optimal Investment Group is headquartered in Sherman Oaks, California.

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