About Optis Partners
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.
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.
Company Highlights
Year Founded
2002
Employees
307
Location (HQ)
USA
Monthly Website Visitors
25.2K
Last Funding Round
Private Equity
MoM Headcount Growth
2.67%
YoY Headcount Growth
23.28%
Key Metrics
Senior Hires
Name | Linkedin Profile | Position | Date Joined |
---|---|---|---|
John Doe | https://www.linkedin.com/in/johndoe | CEO | CEO |
Jane Doe | https://www.linkedin.com/in/janedoe | CTO | CTO |
John Smith | https://www.linkedin.com/in/johnsmith | CFO | CFO |
Jane Smith | https://www.linkedin.com/in/janesmith | COO | COO |
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