OPTIS Partners, LLC Email Format
InsuranceIllinois, United States2-10 Employees
OPTIS Partners, LLC is a Chicago-based investment banking and consulting firm that specializes in the insurance sector. A small team with extensive insurance and finance experience provides valuation services for shareholder arrangements, ESOPs, and estate planning, along with a broader advisory offering. Its work encompasses financial performance assessments, ownership transition and continuity planning, and buy-side or sell-side M&A representation with due diligence and improvements in quality control and process efficiency. Based in Chicago, the firm concentrates on the insurance industry and offers governance-focused support for both transactions and ongoing operations. In July 2020, OPTIS released first-half M&S data indicating a slowdown in insurance agency activity.