Company Email Format Management

OPTIS Partners, LLC

Insurance United States 3 employees

Employees: 3
Contacts: 2
Emails: 2
Phones: 2

optisins.com LinkedIn

OPTIS Partners, LLC Overview

Headquarters: United States
Phone Number: Available in AeroLeads
Website: optisins.com
Industry: Insurance
Employees: 3
Founded: 2004
Funding: ,
Company Email: Available in AeroLeads
NAICS: Insurance Carriers and Related Activities

Agencies, Brokerages, and Other Insurance Related Activities

Keywords

Insurance broker M&A and Valuations & Perpetuation Planning

About OPTIS Partners, LLC

OPTIS Partners is an investment banking and consulting firm based in Chicago, IL made up of a small group of highly skilled insurance and finance professionals with extensive industry experience. In addition to Appraisals of Fair Market Value for shareholder formula, ESOP’s, estate planning or perpetuation purposes, we also provide a broad range of finance, investment banking and consulting services to our clients with an emphasis on: * Financial performance review, including a review of trends and internal controls * Ownership transition and perpetuation planning * Buy-side and Sell-side Merger & Acquisition representation including due diligence review of target acquisitions * Quality control, E&O loss control and process improvement

OPTIS Partners, LLC Contact Details

People in AeroLeads: 2
With contact data: 2
Email contacts: 2; 100.0% coverage
Phone contacts: 2; 100.0% coverage

OPTIS Partners, LLC Org Chart

Sample employees and titles

Name	Title	Location	Contact
Steven Germundson	Partner at Optis Partners, Llc	Eden Prairie, Minnesota, United States	Email Phone
Daniel Menzer	Partner at Optis Partners, Llc	West Chicago, Illinois, United States	Email Phone