Optimal Advisory Expands Services Marks First Anniversary

On the cusp of its first anniversary, advisory firm Optimal Advisory has significantly expanded its services and client reach, marking a noteworthy milestone since its launch just over a year ago.

Optimal Advisory, founded by Co-Founders David Schick and Jonathan Feeney, has launched a private capital advisory arm, Optimal PCA, helmed by Blake Best, an experienced investment banker. This new division will offer placement and capital solutions to clients, enhancing the firm’s capabilities in the private equity and venture capital spaces.

The firm has also bolstered its Technology practice, appointing Sanji Alwis as a Partner. Alwis brings decades of operator, management, and leadership experience in the tech sector, leveraging Optimal’s proprietary analysis to advise clients on strategic initiatives.

Optimal Advisory’s expansion continues with the growth of the Optimal Collective, a knowledge community of industry experts. Notable additions include Dan Binder, former Walmart SVP and Treasurer, and David Cohen, a seasoned portfolio manager with Morgan Stanley Investment Management. Other prominent members include Ben Gore, COO at Christie’s, and Barry Henderson, a former CFO of Lowe’s, who bring diverse perspectives and extensive experience in their respective fields.

In celebration of its growth, Optimal Advisory is hosting its inaugural Optimal Luxury, Sports & Fintech Summit on October 29th in New York. This event aims to convene industry leaders and stakeholders, reflecting the firm’s commitment to fostering dialogue and collaboration among key players in these intersecting sectors.

"We built Optimal to deliver tangible results for our clients," said Co-Founder David Schick. "Many of the key themes in Technology are becoming the most important conversations in Consumer and the Sports Ecosystem," added Co-Founder Jonathan Feeney, highlighting the firm’s strategic focus on these emerging areas.

Optimal PCA, launched as part of this expansion, will provide tailored private capital advisory services through Finalis Securities. The firm’s comprehensive approach, combining proprietary analysis with the expertise of its team and the Optimal Collective, underscores its commitment to delivering value to its clients.