# Optimal Investment Group

Optimal Investment Group is a Private Equity based in Sherman Oaks, United States.

## Overview

- **Organization type:** Private Equity
- **Headquarters:** Sherman Oaks, United States
- **Region:** North America
- **Address:** Sherman Oaks, CA, United States
- **Founded:** 2006
- **Assets under management:** Undisclosed
- **Website:** optimalinvestmentgroup.com
- **LinkedIn:** https://linkedin.com/company/optimal-investment-group

## Regulatory record

- **Reports private funds:** No

## About

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.

## Sectors

- Consumer Products
- Business Services
- Logistics

## People

- Joey Separzadeh — Founder, Managing Partner
- Harris Roth — Partner
- Avi Mafouda — Associate

## 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.

## Related profiles

- [Open Venture Capital](https://altss.com/profile/open-venture-capital)
- [Opus Investment Partners](https://altss.com/profile/opus-investment-partners)

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Last updated: 2026-08-11T15:07:41.444Z

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