“Philip Elis and the Optima team worked with us from the start of this transaction all the way through to Completion. They assisted us with evaluating the business, drafting and negotiating the offer, leading through to Heads of Agreement, assisting with reviewing the Due Diligence findings, negotiating the detailed financial terms and working with our lawyers on relevant provisions in the legal agreements. Their support, experience and guidance was invaluable and definitely assisted us with securing this acquisition.
This was the second deal that we completed with Optima, having acquired i4Pay in July 2022. Philip played a crucial role in that transaction, helping to negotiate the financial terms of the transaction and advise on some complex Due Diligence matters which proved central to the overall deal negotiation.”
“We first met Philip when he spoke at the Recruitment Agency Expo several years ago, however, it wasn’t until we were ready to make our first acquisition late in 2019 that we approached Philip to be our advisor. During this time Philip has always been accessible and ensures there is progressive communication between parties. He is articulate, thorough, and remains calm and rational when it is most needed. He is responsive to the deal’s needs and works tirelessly to ensure things continue to progress. It is clear he is always looking for pragmatic solutions.
We have been extremely happy to have enlisted Philip’s services and have no reservations in recommending Optima. It would be foolish to approach any sale or acquisition without an advisor and Philip has proved indispensable to us.”
MD – Signet Resources
“I have known Phil for several years. Recently Optima was successful in introducing Rota, where I was CEO, to a successful buyer. Phil quickly understood the business and shareholders requirements, backed up by a depth of knowledge across the sector, ensuring the right Buyer was introduced. The Rota business acquisition went forward after the introduction and has been successfully sold.
Phil and Optima are very knowledgeable, always available to discuss queries that arose, and discuss very competently options and solutions based on their breadth of experience and expertise. It has been a pleasure working with Optima and Phil.”
CEO – Rota
“MMA Healthcare is an International Recruitment company, we have worked with this Philip Ellis since 2019. To date, our experience has been nothing less than first-class. Philip and his team have been stellar in preparing our business memorandum, their efforts have been relentless. His communication in the process has been key in our relationship. Always accessible, always reaching out to identify opportunities, or just to let me know the status of each of our engagements with potential buyers. On regular basis, Philip also provides us with general business advice and he introduced me to valuable connections in my industry.
I have found everyone at Optima CF to be super professional. They really know their clients and presents deals to us in a clear and thoughtful way, making the process of assessing a joy. I highly recommend this company and look forward to continuing working with them.”