Audit Service
Our Audit Service identifies potential flaws or omissions in existing Employee Benefit arrangements, giving company officers the reassurance of knowing their schemes are robust, compliant and protected.
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Optima's Deals and Dealmaker Expertise
Corporate deal-doers recognise Optima’s reputation for technical expertise and client empathy. Whether it’s a merger or acquisition, management buy out (MBO), transition to an Employee Ownership Trust (EOT), substantial start up, or some other significant corporate change, these events are critical nexus points when Employee Benefits should be reviewed.
Get in TouchWhy Big Business Choose Optima?
Beginning in 1990 with the UK’s then largest MBO, Optima’s directors and key personnel have long been active in the ‘corporate change’ space, advising clients of Venture Capitalists, Private Equity houses, merchant banks, as well as all manner of accountancy and legal specialists. Corporate change presents the opportune moment to ensure Employee Benefits are fit for purpose.
Optima, the Dealmaker’s choice.
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Case Study: Inveresk Paper Ltd, a large manufacturing company took the opportunity to complete a management buy out from its American parent, followed a few years later with a listing on the London Stock Exchange. Optima personnel were involved pre-MBO and continued to provide advice and Benefits management pre and post flotation across a 4 figure workforce.
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Deal Management
With decades of experience advising on mergers, acquisitions, MBOs, EOTs and other major corporate changes, we provide expert Employee Benefits advice when it matters most, making it the Dealmaker’s choice.
Find out MorePension Trustees
Optima supports Pension Scheme trustees and advisers in fulfilling their responsibilities and protecting members’ benefits, providing expert and professional Employee Benefits guidance backed by 40 years’ experience.
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