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[Enrique Rosales, Commercial Banking Relationship Manager, Wells Fargo] Another thing we've heard from our clients. We're looking to merge but need to find the right partner. How do we choose someone who aligns with our vision?

[Manny Losada, CEO & President, Optimal Healthcare Solutions] Great question.  Because I've lived it for the last year and a half as we transition and integrated with, the Keralty organization. 

So, as Optimal, we've been involved with a privately held business, in the medical distribution supply chain space. As ownership was sunsetting, that asked me to come and run and grow the business. Five years went by, add another two for COVID. So, we went through the period where the theme and the mission of the company was to keep Optimal operational.

So as that happened, the investment side of the business and the merger discussions started. My commitment to our team was to preserve the fabric of Optimal and selection of a partner. As we went through, 14 to 15 private equity venture capital firms, I quickly knew that this was not the path. And, even consulting with Wells Fargo at the time, my plans, through that process, we narrowed down to more of a strategic.  And when you talk of or with strategic, you have to find somebody that speaks your language. And in our case, it's both English and Spanish. And, through a reference in the industry, we were connected with, the Keralty organization.  As they were looking to expand the U.S. business, our Optimal story by fate started to come together. As I was explaining what our intent for the future would be, it started to match up to their needs. And I think we're just at the beginning, now we're getting started.

[Enrique Rosales] That's great to hear and thanks for the background. I think it's very relevant for a lot of our clients. 

[Rosa Viasana, Director of Quality and Inventory, Optimal Healthcare Solutions] I would definitely say that having trust from the beginning, Manny said, we will never enter into a partnership where our company is in jeopardy. It is always going to be someone that's going to protect the people and someone that's going to protect the assets and ensure that we can grow. And, even if we had to grow slowly, that we were going to grow with a solid foundation. And he was adamant about that from the beginning. Absolutely guiding us down the right path. So, I think that says a lot. 

[Alsacia Pulliza, Lead Controller, Optimal Healthcare Solutions] For these, companies that are looking for a new partner just take the time, right. Just look for the correct people or the correct company to join your company. And I think that that's a key. That happened with Optimal, right? They took the time to find the correct partner, and it has been amazing, really.

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[Enrique Rosales] From the minds of our clients, we want to keep our company culture strong. As we grow, how can we maintain relationships we have with our employees and clients?

[Manny Losada, CEO & President, Optimal Healthcare Solutions] We've tried to maintain that entrepreneurial spirit within the company. And as we've grown, it becomes challenging because you have to obviously manage the business. I like to call these sessions cash flows confessions.

[Group laughter]

because it's something that we're always, always very focused on. So, keeping the corporate side of Optimal vibrant to the industry, as well as maintaining an entrepreneurial family spirit, is, I think, what makes the difference at Optimal. 

[Nuria Torrecilla, Chief Financial Officer, Optimal Healthcare Solutions] If the company has a strong culture and makes the employees and the customers the first asset, I think that the challenge is there and we will be successful. 

[Manny Losada, CEO & President, Optimal Healthcare Solutions] Living it and defining it is really what brings that word to life. And the main, objective we've always had is for our team to have a voice. I spend much of my day speaking to folks that are walking by and popping their head in comfortably and you make the time, and that time comes back to you in results. 

[Rosa Viasana, Director of Quality and Inventory, Optimal Healthcare Solutions] One of the things that I think that is our greatest strength is our people. You know, we try to do something called like a free food Friday.  Every second Friday of the month we have different teams who gather together to create a meal for everyone in the company, and it's kind of a way to bring us all together. And the fact that that's on a regular schedule really does benefit the feeling of a company culture and togetherness, right?

One of our greatest strengths is that we all do feel like family, and I think the Hispanic heritage behind that just makes that even stronger. That’s people from all over the world. We have Nicaraguans, they Puerto Ricans, we have people from Cuba, Dominican, Mexico everywhere...

[Enrique Rosales] Spain...

[group laughter and female speakers nodding]

[Rosa Viasana] Spain, Colombia, like now it’s, I mean, global. And so, it's really very cool and very interesting that so many different countries can come together and we're speaking the same language, and it may not be the same words, but we are speaking the same language.
And that's amazing.

[Manny Losada] You know, when you speak of the Spanish heritage, you know, the family and the meal is one, where that is the opportunity that you come together to share what happened during the week and what you're looking to do.

[Enrique Rosales] I think you all put it very well when it starts with the people and the culture. So, thanks. Thanks for sharing this.

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