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From the complete sell-side client representation to providing the important financial due diligence review of prospective sellers, OPTIS Partners is ready to assist your business with your M&A strategy
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Whether you need a valuation for estate planning or are just curious as to where things stand, or if you’re planning ahead for the next principal exit and need help designing a plan that meets the needs of the internal buyers and sellers, OPTIS Partners has the background and experience to help you accomplish your goals
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OPTIS Partners has led seminars on perpetuation and M&A topics to agents and insurance company personnel, as well as assisting individual agencies to design and plan their strategies, to help educate participants on these key business strategies. Let us help your business identify and achieve the strategic goals needed to grow and expand the value of the organization.
OPTIS Partners was founded in 2002 by Tim Cunningham after a successful career in a privately owned insurance agency and other industry consulting firms. We have 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.
For more information about OPTIS Partners, LLC and the services we offer, please contact us any time. Email: info@optisins.com | Phone: 630-520-0490
A review of Merger & Acquisition activity for the first quarter of 2025.
A review of insurance agent and broker merger & acquisition activity for 2024.
A review of Merger & Acquisition activity in the first three quarters of 2023.
