Request Deal Involvement

FWM Holdings, the parent company of Forbes Family Trust acquired Optima Fund Management.

Identify your role

Select the side you represented in this transaction, and provide your current job title.

Principals

OPTIMA FUND MANAGEMENT

target

OPTIMA FUND MANAGEMENT

FWM HOLDINGS

bidder

FWM HOLDINGS

Principals or Service Provider not listed?Add missing Service Provider or Principal

Enter your Job Title on this deal

This title will appear on your profile next to this deal involvement.


To help us verify your involvement, please include links to any relevant publications that mention you or your company's role in this deal:

All rights reserved. Copyright © 2025 Datasite

MergerLinks - Request Credit - FWM Holdings, the parent company of Forbes Family Trust acquired Optima Fund Management.