Optima - Human Capital Investment Banking

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

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Human capital transactions
executed over the years

0 %

Cross-border transactions across the USA, EMEA and APAC

£ 0 m

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

FOUNDER-LED DEALS

PRIVATE CAPITAL

VENTURE CAPITAL EXITS

PRIVATE EQUITY RECAPS

PUBLIC COMPANY ADVISORY

Transaction Experience

NAME

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.”

“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