Sunday, October 22, 2017
Timothy J. Cunningham Daniel P. Menzer, CPA
Timothy J. Cunningham
53 W. Jackson Blvd 312-235-0081
Suite 1562 312-235-0085 (fax)
Chicago, IL 60604 cunningham@optisins.com
Daniel P. Menzer
825 Campbell Dr. 630-520-0490
West Chicago, IL 60185 312-235-0085 (fax)
  menzer@optisins.com

A senior practitioner with independent agencies, brokerages and insurance consulting firms, Mr. Cunningham began his career with Cunningham Insurance Group,a suburban Chicago brokerage specializing in professional liability and middlemarket commercial accounts. At that firm, he was senior vice president and chief operating officer. In addition to his management responsibilities, he also worked as a producer and thereby developed extensive experience in all areas of the insurance distribution system, from sales and marketing to finance, IT & systems, and agency-company relationships.

In 1987, he accepted a position as principal with Hales & Associates a Chicago-based insurance financial consulting and investment banking firm. Mr. Cunningham specialized in merger and acquisitions and valuations. He also edited the Hales Report, a monthly newsletter containing coverage and analysis of the insurance industry with a focus on the distribution sector.

In 1997, Mr. Cunningham joined IMCG, a Kansas City-based business management consultancy specializing in start-ups and mergers. As a principal, he worked exclusively with insurance clients. Wishing to extend his consulting services beyond individual transactions, Mr. Cunningham formed OPTIS Partners, LLC, in 2002.

Interviewed and quoted extensively in the business press and industry publications, Mr. Cunningham is the past president of the Chicago Board of Underwriters. He has held adjunct faculty positions at Triton College and Morton College, as well as leadership positions with a number of insurance organizations, including the Harold H. Hines Memorial Symposium Committee. Mr. Cunningham holds a BA in business management from Lewis College, with a focus in finance and accounting.

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Starting his career in 1980 at Peat, Marwick, Mitchell & Co., predecessor of KPMG, Mr. Menzer earned his CPA credential and soon after completed his MBA from the University of Connecticut. As a Senior Auditor at KPMG, Mr. Menzer developed a specialization in the insurance industry, and in 1983 accepted a position at the Hartford Insurance Group in Hartford, Connecticut.

After spending several years in the financial reporting and later as Controller of an insurance agency subsidiary of The Hartford, Mr. Menzer accepted the position of Controller and Business Analyst at Lawrence Group, Inc., a Business Insurance top-20 insurance broker in Albany, N.Y in 1988. Mr. Menzer was responsible for financial reporting and analysis, as well as budgets, financial controls and accounting practices. He also played a key role in the analysis, structure, due diligence and financial integration of several insurance agency acquisitions in three states.

In 1995, Mr. Menzer joined Marsh, Berry & Co., an insurance industry financial consulting firm based in Ohio, performing fair market valuations, ownership perpetuation analysis, and merger representation of insurance agencies. In late 1996, he joined Arthur J. Gallagher & Co., the world’s fourth-largest insurance brokerage.

At Gallagher, Mr. Menzer worked as a unit controller and later became Vice President of Finance in the consolidation of the brokerage’s Chicago operations. He also worked as a Regional Controller and Chief Financial Officer within the Brokerage Services Division, helping design and implement the firm’s Sarbanes-Oxley financial controls while making contributions to the division’s financial and strategic planning efforts.

Bringing with him more than 30 years of insurance experience, Mr. Menzer joined OPTIS Partners in 2008 where he specializes in financial management, perpetuation planning, merger representation and facilitation, compensation design and review, and fair market valuations.

Download Daniel Menzer‘s resume
Chicago – 630-520-0490
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