OPTIS Partners was founded in 2002 by Tim Cunningham after a successful career in a privately owned insurance agency and other industry consulting firms.

  • Mr. Cunningham focuses his attention on the M&A needs of his clients and expanding the breadth of services to agents, insurance companies and other financial institutions.
  • Mr. Menzer joined the firm in July, 2008 with an extensive history of P&C brokerage financial management experience combined with his Big 8 public accounting and industry consulting background.

OPTIS Partners has been involved with M&A transactions representing both buyers and sellers, and provided Fair Market Valuations and Ownership Perpetuation strategies for countless agencies throughout the country. In addition, we have worked with a variety of insurance companies and their agents, insurance agency associations, banks and other insurance distribution parties on a diverse set of consulting engagements. Client engagements have included the following:

  • Represented more than 100 buyers and sellers since 2005 in M&A transactions ranging in value from $500,000 to over $250 million
  • Worked with several national insurance companies to develop and present perpetuation and M&A workshops to agency principals
  • Facilitated the Strategic Planning meetings of insurance agencies, agency associations, and banks and other financial institutions focusing on maximizing agency values and investment returns
  • Worked with clients on planning for producer recruitment and compensation alternatives, M&A strategies and ownership perpetuation planning.

Mission Statement

OPTIS Partners was created to leverage the talents of seasoned industry veterans for the benefit and long-term viability of our clients. Our purpose is decidedly clear: to provide value-added assistance to our clients in their pursuit of sustained competitive success. We do this by providing unbiased expert counsel and guidance.