Positive feedback from just a few of our happy clients

“Optima were our corporate finance advisors when we sold Grovelands. I didn’t appreciate how crucial a corporate finance advisor is in a deal process, but having now been through a transaction it is clear that this is a key role. We relied on Philip to guide us, manage some unexpected issues, negotiate some key commercial terms at the latter stages of the process and coordinate the final aspects of closing the deal. He and his team worked extremely closely with us, our lawyers, accountants and tax advisors and their expertise and responsiveness made a real difference to the outcome. I would highly recommend Philip and Optima to any recruitment owners considering selling their business.”

Ben Wilson

CEO of Grovelands

“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)

“Having researched the market to find an organisation who could support & assist me in the sale of my business, I contacted Philip at Optima as a specialist in my field. From the very first communication, Philip was knowledgeable, proactive and diligent. Philip used his extensive network to find a number of prospective purchasers and obtain the best possible fit for the business. Philip worked very closely with me to ensure the process was as smooth as it could be and was there with advice at every juncture. Philip’s knowledge of the legal process is vast and he became an important member of the team when negotiating the complex agreements. I wouldn’t hesitate to recommend Philip to anyone who is seeking an experienced, industrious and personable advisor to drive their business sale.”

Sarah Sanderson

Director, Xpress Solutions Recruitment

“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

“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. The business is in a transitional phase meaning that a simple multiple-based approach to valuation was not appropriate. 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. Working with Optima we were able to agree a valuation between buyer and seller without incurring the unnecessary expense of a larger traditional advisor. Optima is a professional boutique providing well researched corporate finance advice and I would happily recommend any recruitment business seeking corporate finance advice to work with Optima.”

Sir Peter Ogden

Co-Chairman, Spencer Ogden Limited

“My partners and I first retained Optima to assist one of our businesses Gabem to explore a range of acquisition opportunities in the umbrella services market, which resulted in us making an acquisition which Optima found as a result of their deal origination process. Following a legislative change, we decided to dispose of Gabem and we again instructed Optima to advise us on this process. We completed a successful sale to a large acquirer during a period of change in the market – Optima certainly added value to this process. I have thoroughly enjoyed working with Optima. They are hugely professional, have an excellent acquisition methodology and have been true ambassadors for our businesses as they have represented them in both buying and selling scenarios. The advice we have received has been first rate and ultimately every transaction has been successful, which is an appropriate testament to the negotiating and deal-making skills Optima have brought to the table.”

Neil Hollister

CEO, The Learn Centre Limited (Former CEO, Gabem Management Limited)

“This is to confirm that we appointed Philip to advise us on our merger. Optima’s recruitment sector expertise meant that they really understood our business. We had not been through a transaction of this nature before, but Philip explained all aspects of the process to us and guided throughout the deal. His advice was honest, straightforward and clear, which enabled us to secure terms with which we were extremely happy. I would not hesitate to recommend Philip and his company to any recruitment business owner looking to acquire, sell or merge their business and would be very happy to speak with anyone about our experience.”

Chris Batten & Simon Hember

Director & Shareholder of Acumin Consulting Limited

“Having tried unsuccessfully to sell Impact Recruitment, my business partner expressed interest in acquiring my 50% shareholding. This was of interest to me and I had an expectation of the value of the shares as a result of our previous process. However, when I received the offer from my partner I was disappointed and felt that I needed some advice. Enter Philip Ellis. I didn’t know Philip before, and he was recommended to me by a corporate lawyer friend of mine. I showed Philip the offer and he assured me he was confident of being able to deliver a significant improvement. Well he was true to his word – gaining me a 27% increase which was a substantial sum, with all consideration to be paid on completion and nothing deferred. Philip and I got on well from day one. He was calm, precise and very knowledgeable of the recruitment sector. Whatever he said he would do, he did. He was always totally realistic and never over promised and was always accessible and responsive when I had queries or doubts. I was party to some of the negotiation process and I’m glad Philip was representing me. I would have no hesitation in recommending Philip and Optima to any recruitment business, large, small, global or local. Do not waste your time and money with the big corporates!”

Neil Kitchener

Impact Recruitment

“Optima presented the MTrec acquisition opportunity to us and we knew that this would be of strategic interest to our client, Trust Tech Inc. We worked closely with Optima to prepare a successful bid for the company. We faced a number of challenges to make this a successful process including understanding the UK way of managing deals, terminology, the use of umbrella companies and the cultural differences between UK and Japanese businesses. Philip played a crucial role in the UK deal process and enabling Trust Tech to complete this valuable acquisition which established their first presence in Europe.”

Yoshiharu Ohi

CEO, Global Business Consulting Corporation Limited

“Ship Shape Resources appointed Optima to advise on the sale of our recruitment business, which was no longer a core part of our business strategy.  We selected Optima due to their obvious understanding of our market and deals already completed in the sector.  A thorough marketing process resulted in interest from several potential acquirers.  Ultimately we accepted an offer from CDI AndersElite, the UK subsidiary of a listed US group, CDI Corp Inc.  An international buyer introduced an additional layer of complexity to the deal process as the US team were closely involved in the transaction.  Philip helped to manage this process and steer us through to completion with a structure to achieve our strategic objective. I am happy to recommend Philip and Optima to anyone looking to sell their business.”

Howard Hughes

CEO, Ship Shape Resources Limited