Human Capital Investment Banking
We have been advising human capital companies on M&A transactions for over 25 years
High-quality investment banking services to human capital tech and services companies
Latest News
Optima assist Trinnovo Group with the sale of BioTalent, a distinguished life sciences recruitment business, to Investigo
We had the privilege of assisting Trinnovo Group with the sale of BioTalent, a distinguished life sciences recruitment business, to Investigo.Working with Trinnovo Group was an absolute pleasure. Their CEO, Ashley Lawrence, entrusted Optima with the task of navigating a complex process and we couldn’t be more grateful for the opportunity. We faced late nights and intricate challenges as we carved out one of their brands from a group structure, but it was all worth it.
“Philip’s insight was invaluable”
“I instructed Philip and Optima on the sale of our pharmaceutical business. At the time we had both private equity and trade offers. Philip’s insight was invaluable in selecting the right path for Trinnovo Group. Throughout what was a highly complex process of hiving out one of our brands from a group structure, Philip was logical, methodical, systematic in his process and uncovered any issues well in advance of the acquirer uncovering them, leading to a fluid and straightforward and successful process – there were some very late nights involved and Philip was absolutely on point throughout. I would highly recommend Philip and Optima’
Ashley Lawrence
Group CEO of Trinnovo
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Human capital transactions
executed over the years
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Cross-border transactions across
the USA, EMEA and APAC
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Total cumulative transaction value executed in the sector
Human Capital
Specialism
We have been advising human
capital companies on M&A
transactions for over 25 years
Excellent Industry Relationships
We have unparalleled access
to the buyers and investors
you need
Technology & Services
Offering
We help HR Tech and
recruitment businesses deliver
superior shareholder value
Bespoke, High-Quality
M&A Service
We will design a process that
meets your specific needs to
maximise value
Capabilities
We are trusted advisors to human capital leaders across their entire business life cycle
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FOUNDER-LED DEALS
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PRIVATE CAPITAL
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VENTURE CAPITAL EXITS
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PRIVATE EQUITY RECAPS
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PUBLIC COMPANY ADVISORY
“We are grateful to Philip Ellis and the Optima team for their advice, from helping to prepare the initial offer to deal structuring, assisting with negotiations, helping to manage the deal process and working with our other advisors to coordinate through to Completion.”
Adam Fletcher
Group CEO of IPE Ventures