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.

Company Highlights
Year Founded

2002

icon-altEmployees

307

Location (HQ)

USA

Monthly Website Visitors

25.2K

Last Funding Round

Private Equity

icon-altMoM Headcount Growth

2.67%

icon-altYoY Headcount Growth

23.28%

Key Metrics

Senior Hires

NameLinkedin ProfilePositionDate Joined
John Doehttps://www.linkedin.com/in/johndoeCEOCEO
Jane Doehttps://www.linkedin.com/in/janedoeCTOCTO
John Smithhttps://www.linkedin.com/in/johnsmithCFOCFO
Jane Smithhttps://www.linkedin.com/in/janesmithCOOCOO
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