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Strategies

Our investment teams have distinct strategies and focus on investing in mid-market companies in a variety of sectors in the US and Europe.

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Our investment teams have distinct strategies and focus on investing in mid-market companies in a variety of sectors in the US and Europe.

Flexible capital and strategic assistance for market-leading companies in high-growth sectors in North America and Europe

Equity capital for mid-sized companies in the DACH region and Italy

Growth capital and strategic assistance to software companies throughout Europe

Impact platform investing in climate and nature-based solutions

Private equity primaries, co-investments, and secondaries across North America and Europe

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Optima

Industry: Business & Consumer Services
Year invested: 2022
Status: Current
Location: USA
Investment Strategy: Flagship
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Optima Partners is a leading provider of specialized compliance advisory services to the investment management industry in the United States, United Kingdom, and Hong Kong. 

Headquartered in New York City, Optima provides clients with a broad suite of outsourced compliance services to help them remain compliant with relevant regulatory bodies and major regulatory and legislative regimes.

With approximately 1,000 clients, Optima’s global team of regulatory and compliance experts provides customized services tailored to each client’s individual needs.

The Company has established itself as a market leader, partnering with its client base to support them anywhere from initial registration and policy development, to becoming their trusted long-term regulatory partner.

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"As regulation continues to evolve on a global scale and investors become ever more demanding, having effective regulatory compliance systems and controls is not just a necessity, but a marketing tool for a successful investment business. We first met Sagemount in 2017 and believe the team truly understands and supports Optima’s mission. This growth investment will allow us to continually enhance and grow our service offerings without sacrificing what we have become best known for, our ability to provide best-in-class service to our clients."

Jonathan Saxton

Founder & CEO - Optima

Team

Our experienced global investment team seeks to create long-standing relationships and drive lasting impact within our portfolio companies, which are active across Europe and North America.

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