Why Optimum Advisors
Optimum Advisors understands the external demands on firm leadership’s time and focus: deal sourcing, tight deal timeframes, fundraising, LP reporting and relations, regulatory requirements, portfolio monitoring, board and advisory committee meetings and travel. The urgent and unrelenting nature of these demands often draws time and attention from internal factors that are critical to ensuring a firm’s long term success: people, processes and strategic firm development.
We apply that understanding and our industry experience to help you increase firm productivity and profitability through greater alignment of your employees, policies, procedures and firm culture with your business strategies and long term objectives.
Eighty-five percent of executives say that the greatest barriers to achieving their growth objectives lie inside their own four walls 1
We Provide Invaluable Insight
Our Organizational Assessments provide you with unique perspective on your business otherwise difficult to obtain as a manager. Our analysis brings your pain points into focus and highlights organizational opportunities and unknown weaknesses so you can make meaningful changes to your firm’s operations, enhance firm culture and lay the foundation for multi-generational success.
We Understand The Middle Market
We have worked in firms like yours as an investor – we have seen what works and what doesn’t across a range of middle market investment firms and companies. Our in-depth industry knowledge is the basis for our ability to ask the right questions, work seamlessly within client organizations and help solve the issues impacting your firm.
“Throughout the engagement, Elise ‘spoke the same language’ as us…” – Testimonial
“Her report reflected her real-world knowledge and experience…and focused on the critical elements specifically pertaining to the Yukon business model, not nebulous consultant concepts…” – Testimonial
We are Pragmatic and Results Oriented
Optimum Advisors strives to help leaders achieve the organizational alignment needed to advance strategic goals and optimize results. We craft and collaboratively implement tailored, practical solutions and leadership strategies designed to result in:
- Renewed strategic focus
- Greater employee engagement
- More efficient processes
- Tighter internal controls
“The end result was a strategic plan and performance management process that aligns the firm with the individuals and ultimately results in a success-based culture that should foster a multi-generational firm.” – Testimonial
1. Harvard Business Review, “The Greatest Barriers to Growth, According to Executives,” by Chris Zook, May 2016↩