Optimal Investment Group (“OIG”) is a private investment firm focused on acquiring and optimizing lower middle market businesses throughout North America.
OIG originated as a family office backing fundless sponsors in one-off private equity acquisition transactions. After years of successfully backing fundless sponsor deals, the principals of OIG decided to pursue transactions without a sponsor. To date, OIG has closed several successful acquisitions in the areas of Business Services, Logistics & Consumer Products.
OIG seeks untapped growth potential in each company it acquires by partnering with talented management teams to take each portfolio company to the next level with financial support and strategic guidance.
The firm has particular experience in corporate divestitures (non-core corporate carve-outs) and is able to complete complex transactions with speed and certainty of closure.
OIG carefully chooses and analyzes which deals it pursues in order to save time for both the firm and any sell side advisors.
OIG presents opportunities to our investment committee prior to submitting any LOI, in order to be certain we will be fully pursuing the transaction.
OIG will submit LOI's for companies that we believe we can acquire, on terms we have every intention of closing with.
Once our LOI and exclusivity are approved, we proceed to due diligence (including legal diligence and a buy side QofE).
OIG's legal team works diligently to close transactions in a timely manner.
Joey Separzadeh is the founder and managing partner of Optimal Investment Group (“OIG”), a Sherman Oaks based lower-middle market private equity firm. He oversees all aspects of the firm’s strategy, including deal origination, M&A transaction execution and portfolio company management.
Joey is involved in identifying and qualifying each OIG transaction. He also takes a board position and is involved in operations and corporate development in all OIG portfolio companies.
Harris Roth has been a partner at OIG since 2017. Leveraging his background in banking, startup and public company corporate finance & strategy Roth is active in all aspects of OIG’s operations from deal origination, negotiation financing/structure, operations and strategy. He takes a seat on the board of directors of each portfolio company, and is involved in all facets of the eventual exit.
He holds a BBA from the University of Wisconsin, Madison and an MBA from the University of Southern California Marshall School of Business.
Avi Mafouda is an Associate at OIG. Avi assists in OIG’s operations, strategy and portfolio company management. Prior to joining OIG, Avi worked in Transaction Advisory where he performed buy-side and sell-side due diligence across multiple industries and advised strategic and financial buyers throughout the transaction process.
Avi received his Bachelor of Science in Accounting from Yeshiva University and is a licensed CPA.
