OPTIS Partners
Highly Engaged Employees
Highly Engaged EmployeesBusiness Services · Illinois, United States · 1-10 Employees
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Overview
Headquarters
53 W Jackson Blvd Ste 1562, Chicago, Ill...Phone Number
(630) 520-0490Website
www.optisins.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About OPTIS Partners
OPTIS Partners is an investment banking and financial consulting firm specializing in the insurance distribution industry. Based in Chicago, IL, the firm offers services such as mergers and acquisitions, valuation, and strategic advisory to insurance agents and brokers across the United States. With over 75 years of combined industry experience, the team provides pragmatic guidance to help clients achieve their business goals. Founded in 2002, OPTIS Partners has a strong track record in M&A transactions and ownership perpetuation strategies.Explore more
OPTIS Partners Org Chart
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Revenue
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<$5M
1-10
Private
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Carrie NelsonSenior Human Resources and OD Consultant. Fractional Human Resources Director. Independent Advisor
Company Profile Activity
Activity Insights
OPTIS Partners is experiencing very low activity levels compared to other companies in the Business Services sector.
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OPTIS Partners is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about OPTIS Partners.
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OPTIS Partners News & Media
Insurance Agency Mergers and Acquisitions in First Half of 2019 Shatter Record, OPTIS Partners Reports
CHICAGO, IL / ACCESSWIRE / July 23, 2019 / There were 328 announced insurance agency mergers and acquisitions during the first half of 2019, according to OPTIS Partners’ M&A database. It was the second-highest six-month total, trailing only the first half of 2017 when 333 transactions were reported. There were 300 deals in the first half of 2018. A record 665 transactions closed in the past 12 months The data covers U.S. and Canadian agenciesInsurance Agency Mergers and Acquisitions in Q1 Show that Hot M&A Market Continues, OPTIS Partners Reports
CHICAGO IL / ACCESSWIRE / April 11, 2019 / There were 151 announced insurance agency mergers and acquisitions during the first quarter of 2019, according to OPTIS Partners' M&A database. That was one more deal than was announced in Q1 2018. The data covers U.S. and Canadian agencies selling primarily property-and-casualty insurance, agencies selling both P&C and employee benefits, and those selling only employee benefits. The report breaks down buyers into four groups: private equity-bacInsurance Agency Mergers & Acquisitions Hit Record Level in 2018, OPTIS Partners' Report Says
Agency M&A deals in U.S. and Canada inched higher in 2018, led once again by private equity/hybrid buyers CHICAGO, IL / ACCESSWIRE / January 29, 2019 / Mergers and acquisitions of insurance agents and brokers last year broke several records in 2018, according to OPTIS Partners' annual report. The OPTIS database logged a record 626 deals in the United States and Canada in 2018, including 330 transactions in the second half of the year andInsurance Agency Mergers and Acquisitions in First Half of 2018 Hit Second-Highest Total, OPTIS Partners Reports
CHICAGO, IL / ACCESSWIRE / July 24, 2018 / There were 280 announced insurance agency mergers and acquisitions during the first half of the year, according to OPTIS Partners' M&A database. It was the second-highest six-month total, trailing only the first half of 2017 when 333 transactions were reported. The data covers U.S. and Canadian agencies selling primarily property-and-casualty insurance, agencies selling both P&C and employee benefits, and those selling only employee benefits. Th
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OPTIS Partners is an investment banking and financial consulting firm specializing in the insurance distribution industry. Based in Chicago, IL, the firm offers services such as mergers and acquisitions, valuation, and strategic advisory to insurance agents and brokers across the United States. With over 75 years of combined industry experience, th... Read More
