M&A / Consulting

We deliver the right strategy based on a disciplined process, broad industry experience and thought leadership.

Optima Group has been advising the financial service industry for 30 years. Leading firms come to us for expertise in business and strategic planning, market research, product development and distribution, and marketing strategy. Optima Group’s team of consulting specialists has in-depth industry experience, keen analytic skills and uncommon insight. We know how to attack a business problem and produce tangible, results-oriented solutions.

 

Our core consulting expertise helps our clients penetrate new markets, rationalize distribution and effectively differentiate themselves in the institutional, retail and affluent marketplaces. Our M&A advisory expertise helps clients divest non-core assets and acquire new capabilities when the cost and time of internal build options lower returns.

Merger, acquisition and joint venture assistance Competitor analysis Customer analysis and segmentation Qualitative and quantitative market research Product development Customer development and retention programs

New product/business launches Distribution and delivery enhancement Marketing plans Product and service packaging Internal motivation and training programs Awareness and referral programs