Coil Partners Investment Banking Employee Directory

Investment BankingCalifornia, United States2-10 Employees

Coil Partners Investment Banking, formerly Optivest Investment Banking, is an investment banking firm based in Dana Point, California, with offices at 24901 Dana Point Harbor Drive, Suite 200, Dana Point, CA 92629. It provides corporate finance advisory and transaction-focused investment banking services for emerging growth and middle-market companies, including mergers and acquisitions, financings, valuations, fairness opinions, and related corporate advisory work. The firm emphasizes developing approaches aligned with client objectives through sector knowledge, substantial transaction experience, and relationships with corporate and institutional clients across its target industries. The principals are experienced investment bankers who have advised business owners, management teams, and boards across diverse industry verticals and development stages, and the team has originated over 125 transactions valued at more than $4.25 billion for clients and shareholders. The organization operates with a small team, approximately 2 to 10 employees, and maintains a website at coil-ib.com.

Find Coil Partners Investment Banking employees' phone numbers or email addresses

Coil Partners Investment Banking Global Highlights

Location
Employees

North America
2

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  • United States Of America
    2

Coil Partners Investment Banking's Leadership

  • Stylized image of a person
    P. D.
    Managing Partner
    Phone icon
  • Stylized image of a person
    S. G.
    Principal
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Coil Partners Investment Banking Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Banking
  • Other

Contact profiles from Coil Partners Investment Banking

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    P. D.
    Managing Partner
    Phone icon
    United StatesCalifornia
    Jun 02, 2025
  • Stylized image of a person
    S. G.
    Principal
    Phone icon
    United StatesCalifornia
    May 15, 2025

Frequently Asked Questions

What is Coil Partners Investment Banking known for?

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Coil Partners Investment Banking was founded in 2013 operates in the Investment Banking industry. The company's main headquarters is located in 24901 Dana Point Harbor Drive Suite 200 Dana Point, California 92629 United States; you can contact the main corporate office by phone at . Explore Coil Partners Investment Banking's company overview page for more information.

What is Coil Partners Investment Banking's most common email format?

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Coil Partners Investment Banking employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Coil Partners Investment Banking email formats with LeadIQ.

How many employees does Coil Partners Investment Banking have currently?

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Coil Partners Investment Banking has approximately 2 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Coil Partners Investment Banking's key employees and leadership?

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As of May 2026, Coil Partners Investment Banking's key employees include:

  • Managing Partner: P. D.
  • Principal: S. G.

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