Optima Mergers & Acquisitions Revenue

Financial Services • Dallas, Texas, United States • 1-10 Employees

Optima Mergers & Acquisitions revenue & valuation

Annual revenue	$684,440
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,200,000
Total funding	No funding

Key Contacts at Optima Mergers & Acquisitions

David Trent

Part Owner

Jimmy J. Tran

Market Director

Andrew Swartz

Managing Director

Ahmad Farooqi

M&A Advisor, Market Director & Partner | Growth & Exit Strategy And Deal Execution

Company overview

Headquarters	Commonwealth Hall @ Old Parkland. 3899 Maple Ave., Suite 100., Dallas, Texas 75219, US
Phone number	+12142143010
Website	theoptimateam.com
NAICS	52
Founded	2024
Employees	1-10

Optima Mergers & Acquisitions Email Formats

Optima Mergers & Acquisitions uses 2 email formats. The most common is {first initial} (e.g., j@theoptimateam.com), used 75% of the time.

Format	Example	Percentage
{first initial}	j@theoptimateam.com	75%
{first name}	john@theoptimateam.com	25%

About Optima Mergers & Acquisitions

Optima M&A is a leading middle-market transaction advisory firm based in Dallas, Texas, serving clients across Texas and the Midwestern and Western U.S. We specialize in helping founders and operators navigate the complexities of selling their businesses. Our team comprises seasoned investors and business operators with firsthand experience in building, scaling, and selling companies. At Optima, founder representation is central to our approach. This unique insight allows us to provide unparalleled clarity and support throughout the selling process. We offer detailed, market-driven valuations informed by current market transactions, ensuring our clients have critical information for decision-making. We leverage a deep network of interested buyers to provide comprehensive market access, ensuring our clients remain in control of their business destiny.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Director

Entry

Employees by Department

Optima Mergers & Acquisitions has 3 employees across 3 departments.

Departments

Number of employees

Funding Data

Optima Mergers & Acquisitions has never raised funding before.

Optima Mergers & Acquisitions Tech Stack

Discover the technologies and tools that power Optima Mergers & Acquisitions's digital infrastructure, from frameworks to analytics platforms.

Lodash

JavaScript libraries

Sentry

Issue trackers

Sirvoy

Appointment scheduling

GoDaddy

Hosting

Wix

Blogs

HTTP/3

Miscellaneous

HSTS

Security

Open Graph

Miscellaneous

React

JavaScript frameworks

Google Cloud

IaaS

Google Cloud CDN

CDN

Priority Hints

Performance

Frequently asked questions

Optima Mergers & Acquisitions is located in Dallas, Texas, US.

You can reach Optima Mergers & Acquisitions at +12142143010.

Optima Mergers & Acquisitions generates an estimated annual revenue of $684,440. This revenue figure reflects the company's market position and business performance in its industry.

Optima Mergers & Acquisitions has an estimated valuation of $2,200,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Optima Mergers & Acquisitions was founded in 2024, making it 2 years old. The company has established itself as a significant player in its industry over this time.

Optima Mergers & Acquisitions has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.