About Us
Experience. Results.
Optimus Financial Services, LLC is a professional service provider specializing in guiding companies through the most challenging situations and projects. Optimus provides a variety of services to companies of any size and consistently achieves success by focusing on key metrics and results that are sustainable in-house after Optimus engagement completion. Our professionals value action and results and drive change through a straightforward approach.
Many companies and business leaders do not have the time or resources to find a professional to help them through critical projects or periods of corporate change. From startups to mid-market industries Optimus’s professionals provides your company the opportunity to stay on track, be focused on what is important and allows you to achieve your goals.
Due to our nearly 20 years in business and successfully helping over 140 engagements in a variety of business situations, Optimus is on the approved vendor list of most major money centers in Wisconsin and several out of Chicago. Not to mention being on the referral list of many law firms, accounting firms, brokers and other types of business advisors.
Our standard project engagement requires the same approach but each requires a different and well-defined execution plan. Our approach is simple: thoroughly examine and define what is required, gather the necessary resources, provide a mutually agreed upon execution plan, execute on the plan while clearly communicating our progress and results, redefine the plan if needed and deliver on our promises and achieve results.
We believe strongly in scoping each engagement thoroughly. This upfront due diligence provides the client a “layered” execution plan. This “layered” plan approach and our constant communication throughout the engagement provides the client options. Our clients have the flexibility and maneuverability to attack their situations in the most cost effective manner while still achieving their results.
As acting management in many projects, Optimus is not just an "Outside Consultant" but is a hands on partner during the process. This provides us a well rounded view even during small projects. During our M&A & Corporate Finance engagements, this operator view is critical in getting deal closed. We understand what it takes as an operator working 10 hour days and can relate accordingly.
We understand the keys to improving performance and profits while restoring business value or just getting projects done. Our philosophy is simple: it is about our passion, our integrity, our expertise and our commitment to our clients.. This allows us to provide maximum value to our clients.
What we've done
Optimus has consulted or been hired as active management in more than 140 engagements in nearly 20 years (both distressed and healthy companies). The industries served are numerous.
Optimus has secured new debt and/or refinanced over $250 million in all types of Traditional, ABL, Factoring, Sub-Debt and Alternative Finance. We know where to go within the market and find the right bank!
Optimus has consulted on over $400 million in acquisition transactions for equity firms and private companies. Optimus's M&A division helps both buyers and sellers, including valuation analysis, partner disputes and all types of deal structures.
Optimus has successfully advised companies from a pre-bankruptcy standpoint and maximized value for all stakeholders.
Optimus understands insolvency and has deep experience in Chapter 128 (WI), Chapter 7 & 11, Orderly Liquidations & Receivership. For help during these difficult times, Optimus can help manage through the extremely complicated process with all stakeholders.
To improve performance and profits, Optimus knows how to effectively restructure resources, operations, production, financials, debt, ownership, etc. For true leadership and experience in change management, M&A, Corporate Finance and difficult projects, Optimus is the boutique firm that gets results