M&A Advisory
Supports sell-side representation and financial due diligence reviews.
OPTIS Partners
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About OPTIS Partners
Based in Chicago, OPTIS Partners is an investment banking and financial consulting firm serving insurance agents and brokers across the United States. It provides merger and acquisition advisory, ownership planning, valuation, and strategic advisory services. M&A support includes sell-side client representation and financial due diligence reviews of prospective sellers. The firm also prepares valuations for estate planning and helps design succession plans for internal buyers and sellers. Strategic work includes planning for agency growth, ownership transitions, and alternative business strategies. OPTIS Partners delivers guidance through consulting engagements, seminars, and direct assistance to individual agencies. Founded in 2002, the firm has represented both buyers and sellers in M&A transactions and provided fair market valuations and ownership perpetuation strategies for agencies nationwide.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Valuation Planning
Provides valuations for estate planning and ownership transitions.
Strategic Advisory
Helps agencies plan growth, succession, and strategic alternatives.
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