Marlowe plc Acquires Optima Health Group for £135 million

Aviva plc Acquires Optiom O2 Holdings Inc

January 5, 2024

Insurance

Aviva plc, through its Aviva Canada business, has acquired Optiom O2 Holdings Inc (Optiom) from Novacap Financial Services I for approximately £100 million (c. CAD$170m). The deal strengthens Aviva Canada's specialty lines and distribution capabilities in the Canadian market and supports the group's capital‑light growth strategy.

Spire Healthcare Group plc Acquires Vita Health Group Limited

October 20, 2023

Healthcare Services

Spire Healthcare Group plc has acquired Vita Health Group Limited for a net cash consideration of approximately £74 million. Vita, a leading UK provider of NHS outpatient mental health talking therapies, musculoskeletal and occupational health services with c.1,600 employees and forecast 2024 revenue >£100m, was sold by funds advised or managed by ARCHIMED and certain current and former employee shareholders.

Bregal Sagemount Invests in Optima Partners

July 12, 2022

Financial Services

Bregal Sagemount completed a strategic growth investment in Optima Partners Holdings, a New York–headquartered provider of regulatory compliance and risk management advisory services for the investment management industry. The minority growth capital will support Optima’s continued expansion of service offerings and global delivery to its ~1,000 clients across the United States, United Kingdom, and Hong Kong.

Simplicity Group Acquires Optima Financial & Insurance Services

March 8, 2022

Financial Services

The Simplicity Group has acquired San Rafael, California-based Optima Financial & Insurance Services, a life and annuity distribution firm founded in 2009. Jon Salomon and Greg Olson will join Simplicity as partners and continue to lead their office; Simplicity is a PE-backed platform sponsored by Lee Equity Partners.

MidEuropa Acquires Majority Stake in Optegra Eye Health Care

February 22, 2023

Healthcare Services

MidEuropa has completed the acquisition of a majority stake in Optegra Eye Health Care from H2 Equity Partners, with H2 and Optegra management reinvesting alongside MidEuropa. Optegra is a multi‑national ophthalmology platform operating 29 specialist facilities across the UK, Poland, Czech Republic and Slovakia and performs over 100,000 surgical procedures per year; MidEuropa intends to accelerate the company’s geographic expansion and growth across Europe.

Samarkand Group plc Acquires Optimised Energetics Ltd

May 22, 2024

Consumer Products

Samarkand Group plc has acquired the entire share capital of Optimised Energetics Ltd for total consideration of £1.3m (£600k initial cash and £700k deferred over three years). The acquisition brings the Natures Greatest Secret and BeNatural brands and in-house contract skincare manufacturing into Samarkand's portfolio, securing vertical integration and strengthening the group's health & wellness brand platform; Optimised Energetics reported c.£1.2m revenue and c.£0.3m EBITDA for the 12 months to 31 March 2024. Executive directors agreed unsecured loans of £400,000 to support the acquisition and provide working capital.