Timothy J. Cunningham
Managing Director

With more than 40 years of insurance experience, including 30 years as a consultant to the insurance distribution industry, Mr. Cunningham is a highly regarded expert in insurance agency mergers & acquisition strategies. He is often quoted in major trade publications on industry trends and perspectives, and is a fierce advocate for his clients.

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Daniel P. Menzer, CPA

After spending more than 25 years learning the insurance and agency industries from the inside, Mr. Menzer brought his finance and operational experience to OPTIS Partners in 2008. His background as a CPA with “Big 8” audit experience and 10 years at one of the world’s largest insurance brokers provides a unique combination of understanding and theoretical approach to the insurance brokerage business.

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