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 internet software and services (10%) . The Firm’s most common investment types include divestiture (28%) and growth capital (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%)

Investor Summary

Investor Type

Private Equity Firm

Size

Small

Established

2006

Specialist/Generalist

Generalist

Leadership

Joey Separzadeh

Founder & Managing Partner

Harris Roth

Partner

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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