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Buyout PE

Optimal Investment Group

Optimal Investment Group acquires controlling stakes in established, profitable businesses, from Sherman Oaks, United States. It states a focus on consumer & retail, business & professional services and transportation & logistics.

Disclosed holdings14
Earliest stated investment2024
HeadquartersSherman Oaks, United States
Largest single fundNot stated

Stated investment criteria

What Optimal Investment Group says it buys

Read from Optimal Investment Group’s own website in August 2026. This is what the firm says it buys, not what anyone has recorded it buying, and figures are shown in the currency the firm itself used - nothing here is converted. Every line links to the page it was read from.

Revenue it states$20m to $500m1
Transaction typesCarve-out2
OfficesMiami, Carlsbad3

A stated mandate is a firm’s description of itself and was true of the page on the day it was read; firms widen and narrow what they will look at without updating the site. Optimal Investment Group states that it takes majority or outright ownership. Nothing here is a commitment by Optimal Investment Group to consider any particular business, and nothing on this page is represented as being for sale.

Portfolio

Disclosed holdings

Companies Optimal Investment Group lists on its own website. 2 carry a stated investment year. 1 has a recorded transaction against it in the deal archive.

CompanyInvestedYears heldRecorded transaction
Spectrum Behavioral Therapies20242
Recoverydynamics20251
Dirty Mids
Frontierintegrity
Gabriel
Getronics$248m 2020
IVY GROUP
Joybees
Kem One
Manning's Truck Brokerage
Modani
Movandi
Peltbeam
TAEC

Compiled from Optimal Investment Group’s published portfolio page. Where a recorded transaction is shown, that company was the target of a reported deal and has most likely already been realised. Nothing here is represented as being for sale.

Valuation context

Transaction values in Consumer & Retail

What companies have actually sold for in consumer & retail, across 837 recorded transactions.

Median consideration$90m
Middle 50%$25m-$280m
Revenue multiple1.2×
EBITDA multiple8.05×

The full consumer & retail picture - most active acquirers, recent transactions and every investor in the sector.

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Comparable investors

Similar mandates

Other buyout pe investors active in consumer & retail.