Insights

Niche Market Focus Coil Partners specializes in serving emerging growth and middle market companies across a variety of industry verticals, presenting opportunities to provide tailored financial services and digital solutions that support their transaction and advisory needs.

Transaction Expertise With a proven track record of advising on over 125 transactions totaling more than $4.25 billion, Coil Partners is a strategic partner for firms seeking advanced support in mergers, acquisitions, valuations, and related corporate advisory services.

Growth and Acquisition Activity The company's recent acquisition of clients like TravisMathew and Earthbar indicates active engagement in facilitating significant business deals, suggesting potential for targeted services in deal origination, due diligence, and integration solutions.

Technology Stack Utilization Using a modern tech stack including Squarespace, Microsoft 365, and Adobe Fonts, Coil Partners demonstrates a digital presence that could be enhanced with client relationship management, automation, and secure cloud solutions for improved operational efficiency.

Market Positioning Operating in a competitive landscape alongside firms like William Blair and Houlihan Lokey, Coil Partners presents opportunities to differentiate through bespoke advisory tools, industry-specific analytics, and strategic expansions into underserved verticals.

Coil Partners Investment Banking Tech Stack

Coil Partners Investment Banking uses 6 technology products and services including Squarespace, Webpack, Microsoft 365, and more. Explore Coil Partners Investment Banking's tech stack below.

  • Squarespace
    Content Management System
  • Webpack
    Development
  • Microsoft 365
    Email
  • Modernizr
    Javascript Libraries
  • Adobe Fonts
    Web Fonts
  • GoDaddy
    Web Hosting

Coil Partners Investment Banking's Email Address Formats

Coil Partners Investment Banking uses at least 2 format(s):
Coil Partners Investment Banking Email FormatsExamplePercentage
FLast@optivestib.comJDoe@optivestib.com
100%
FLast@coil-ib.comJDoe@coil-ib.com
100%

Frequently Asked Questions

Where is Coil Partners Investment Banking's headquarters located?

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Coil Partners Investment Banking's main headquarters is located at 24901 Dana Point Harbor Drive, Suite 200 Dana Point, CA 92629, US. The company has employees across 1 continents, including North America.

What is Coil Partners Investment Banking's phone number?

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You can contact Coil Partners Investment Banking's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Coil Partners Investment Banking's official website and social media links?

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Coil Partners Investment Banking's official website is coil-ib.com and has social profiles on LinkedIn.

What is Coil Partners Investment Banking's NAICS code?

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Coil Partners Investment Banking's NAICS code is 52311 - Investment Banking and Securities Dealing.

How many employees does Coil Partners Investment Banking have currently?

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As of October 2025, Coil Partners Investment Banking has approximately 2 employees across 1 continents, including North America. Key team members include Managing Partner: P. D.Principal: S. G.. Explore Coil Partners Investment Banking's employee directory with LeadIQ.

What industry does Coil Partners Investment Banking belong to?

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Coil Partners Investment Banking operates in the Investment Banking industry.

What technology does Coil Partners Investment Banking use?

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Coil Partners Investment Banking's tech stack includes SquarespaceWebpackMicrosoft 365ModernizrAdobe FontsGoDaddy.

What is Coil Partners Investment Banking's email format?

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Coil Partners Investment Banking's email format typically follows the pattern of FLast@optivestib.com. Find more Coil Partners Investment Banking email formats with LeadIQ.

When was Coil Partners Investment Banking founded?

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Coil Partners Investment Banking was founded in 2013.

Coil Partners Investment Banking

Investment BankingUnited States2-10 Employees

Coil Partners (previously Optivest Investment Banking), headquartered in Dana Point, California, provides corporate finance advisory and transaction based investment banking services for emerging growth and middle market companies.  The firm specializes in mergers and acquisitions, financings, valuations, fairness opinions and related corporate advisory services.  Coil Partners focuses on developing creative ideas tailored to client goals and objectives through deep industry knowledge, significant transaction experience and strong corporate and institutional relationships throughout the firm's target sectors.

The principals of Coil Partners consist of highly experienced investment banking professionals that have directly advised business owners, management teams and board of directors on client engagements across broad industry verticals and stages of development.  The Coil team members have originated over 125 transactions representing over $4.25 billion in value delivered to clients and shareholders.

Section iconCompany Overview

Headquarters
24901 Dana Point Harbor Drive, Suite 200 Dana Point, CA 92629, US
Phone number
NAICS Code
52311 - Investment Banking and Securities Dealing
Founded
2013
Employees
2-10

Section iconFunding & Financials

  • $1M

    Coil Partners Investment Banking's revenue is estimated to be in the range of $1M

Section iconFunding & Financials

  • $1M

    Coil Partners Investment Banking's revenue is estimated to be in the range of $1M

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