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Optima Mergers & Acquisitions

Optima M&A is a transaction advisory firm based in Dallas, Texas, serving clients across Texas and the Midwestern and Western U.S.

Financial Services
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Headquarters
Dallas, Texas, United StatesSource: RevenueBaseRetrieved October 13, 2026
Employee range
1 to 10Source: RevenueBaseRetrieved October 13, 2026
Founded
2024Source: RevenueBaseRetrieved October 13, 2026
Published list appearances
47 supported appearances ↗Source: RevenueBase lists
The company at a glance

What does Optima Mergers & Acquisitions do?

The firm helps founders and operators navigate the sale of their businesses.

Based on the company’s public LinkedIn information, supplied through RevenueBase.

What the business offers

Services & capabilities.

Market-driven business valuations

The firm offers detailed valuations informed by current market transactions.

Source: LinkedIn company description · Retrieved October 13, 2026

Buyer network access

The firm uses its network of interested buyers to provide clients with market access.

Source: LinkedIn company description · Retrieved October 13, 2026

Explore the business in context

Company lists.

Supported appearances on published RevenueBase lists, including available memberships beyond displayed rankings.

Positions describe ordering within each source list. See how lists are built ↗

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BADGE PREVIEWOptima Mergers & Acquisitions listed #4 on Business valuation firms, September 18, 2026Open the published source list.
Optima Mergers & Acquisitions

#4 Business valuation firms

Snapshot: September 18, 2026

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Company information

Sources & data notes.

RevenueBase prepared this profile from the company’s public LinkedIn information and RevenueBase company data. These source records were retrieved on October 13, 2026. AI helped summarize these sources, with a separate automated check against the source text completed on November 3, 2026. Directory positions use company-contact counts from separate saved list snapshots dated September 11, 2026, September 13, 2026, September 16, 2026, September 18, 2026, September 19, 2026, September 20, 2026, September 26, 2026, September 27, 2026 and September 28, 2026. How the company lists are built.

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