Testimonials

“Philip supported us through the marketing, negotiation of terms, due diligence & contract negotiations when Easypay was acquired by Workr Solutions. His professionalism, knowledge & general calm demeanours during, at times, a very stressful process, were invaluable. I would wholeheartedly recommend Philip’s expert guidance to support any business seeking to acquire or be acquired, especially in the Recruitment sector.”

Amanda Hobson & Sarah Shaw

Directors of Easypay

“….It’s also the first deal we did where a Corporate Finance advisor was involved, and not for lack of trying! I have to give a nod to Philip Ellis of Optima Corporate Finance, who we found to be a man of integrity who understands how to get deals done.”

Stephen Mix

CEO of Workr Group (not our client)

“We engaged Optima to prepare a valuation of Spencer Ogden as the basis for agreeing a share price for the sale and purchase of shares between the two founding shareholders… We were impressed with Optima’s approach and their report, which incorporated a range of valuation methodologies and drew on their extensive knowledge of the recruitment sector… I would happily recommend any recruitment business seeking corporate finance advice to work with Optima.”

Sir Peter Ogden

Co-Chairman, Spencer Ogden Limited

“Having built up a strong trust with Philip over many years, he was an obvious choice to handle our transaction the sale of RZ Group to Outsource UK. I thought the process of finalising Heads of Terms would be straightforward, however Philip really opened our eyes to the level of detail required. On reviewing the offer, he advised that there were a number of areas requiring further clarification and negotiation and by the time Heads of Agreement were signed, some of the terms had been greatly improved. The deal process itself was far more complex than we had imagined. Throughout this, Philip remained calm and clear in his advice. He really cared about securing the best possible outcome for us and has all the right values. I would advise anyone selling a recruitment business to use Philip without hesitation.”

Andy Barton

Former shareholder, RZ Group