The Optimas Group employs a proven and structured business approach in identifying, acquiring, growing, and ultimately exiting enterprises that meet our investment strategy and performance parameters.
The Optimas Group structured and sequential business process ensures we maximize the value of our time, our financial investment, and our intellectual capital infusion, while minimizing the risk of misdirected resource allocation.
Structured Investment Approach
- Filter Opportunities: Screen and evaluate investment opportunities to assess their fit with our investment strategy, performance parameters, and their potential for success.
- Close and Fund Opportunities: Identify and allocate financial and intellectual capital resources.
- Create Strategy and Timelines: Identify and document the strategic direction of the enterprise and establish timelines to realize business objectives.
- Install the Management Team: Place experienced management in key positions.
- Guide the Team: Maintain an active dialog with our portfolio company CEOs and key senior management, attend regular board meetings, and provide professional expertise where we can be helpful.
- Transition Ownership: Within a five-year period, prepare the enterprise management team to assume ownership of the business through a management buyout.
- Optimas Exit: Consummate the management buyout.
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Consistent application of The Optimas Group Business Process maximizes value creation.
