Updated:
Optimal Investment Group
Optimal Investment Group is a private investment firm focused on acquiring and optimizing lower middle market businesses throughout North America.
Optimal Investment Group
Optimal Investment Group is a private investment firm focused on acquiring and optimizing lower middle market businesses throughout North America. The firm is industry agnostic, with particular experience in consumer products, business services and logistics. Its team has operational and transactional backgrounds and pursues acquisitions through a defined process from origination through closing.
General information
Firm type
Private Equity
Year founded
2006
Location
Region
North America
Country
United States
City
Sherman Oaks
Corporate office
Sherman Oaks, CA, United States
Principals
Joey Separzadeh
Founder, Managing Partner
Harris Roth
Partner
Avi Mafouda
Associate
Sector focus
Frequently asked questions
What types of transactions does Optimal Investment Group pursue?
The firm targets corporate divestitures, spin-offs, complex situations, and control buyouts. The mandate centers on transactions where a larger corporation is exiting a non-core division or asset, often in circumstances where the deal requires operational restructuring post-close rather than a passive ownership approach. The firm negotiates directly with corporate sellers and does not appear to participate in broad auction processes.
What is Optimal Investment Group's geographic and sector focus?
The firm invests in North America, with a concentration in the Western United States given its Sherman Oaks, California headquarters. Sector coverage spans industrial, manufacturing, and business services companies, with the common thread being corporate orphan situations rather than any single industry vertical.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on private equity firms?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: