Explanation and sources of data:
Data is for U.S. and Canadian transactions in the insurance distribution sector for both retail and wholesale producers, including managing general agencies/managing general underwriters (MGA/MGU). These agencies and brokers provide property/casualty insurance, employee benefits, or any combination thereof.
Data for reported and announced transactions have been obtained from various sources, including press releases, trade press articles, company websites and direct communications with buyers.
Focused exclusively on the insurance distribution marketplace, Chicago-based OPTIS offers merger & acquisition representation for buyers and sellers, including due-diligence reviews. It provides appraisals of fair market value; financial performance review, including trend analysis and internal controls; and ownership transition and perpetuation planning. Tim Cunningham and Dan Menzer are principals with OPTIS Partners (www.optisins.com), and can be reached at 312-235-0081, cunningham@optisins.com, or 630-520-0490, menzer@optisins.com.
OPTIS Partners (www.optisins.com) was ranked as the fifth most active agent-broker M&A advisory firm in 2014, 2015 and 2016 by SNL Financial.
