Coil Partners Investment Banking

Investment BankingCalifornia, United States2-10 Employees

Coil Partners Investment Banking, formerly Optivest Investment Banking, is an investment banking firm based in Dana Point, California, with offices at 24901 Dana Point Harbor Drive, Suite 200, Dana Point, CA 92629. It provides corporate finance advisory and transaction-focused investment banking services for emerging growth and middle-market companies, including mergers and acquisitions, financings, valuations, fairness opinions, and related corporate advisory work. The firm emphasizes developing approaches aligned with client objectives through sector knowledge, substantial transaction experience, and relationships with corporate and institutional clients across its target industries. The principals are experienced investment bankers who have advised business owners, management teams, and boards across diverse industry verticals and development stages, and the team has originated over 125 transactions valued at more than $4.25 billion for clients and shareholders. The organization operates with a small team, approximately 2 to 10 employees, and maintains a website at coil-ib.com.

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