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Why Optimum Advisors


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 factors that are critical to ensuring firm and its operating companies long term success: people, processes and strategic firm development.

We apply that understanding and our industry experience to help firms and operating companies increase productivity and profitability through greater alignment of employees, policies, procedures and firm culture with 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 leaders with unique perspectives on their business otherwise difficult to obtain as a manager. Our analysis brings pain points into focus and highlights organizational opportunities and unknown weaknesses so leaders can make meaningful changes to operations, enhance 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 issues.

“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

Optimum Advisors Helps you Attract and Retain Top Talent; Increase Productivity and Profit; Achieve Long Term Goals


“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

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Optimum Advisors, LLC | 270 Greenwich Avenue, Suite 4, Greenwich CT 06830 | 203.769.1382
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