MarshBerry vs Optis Partners
Comparing two boutique M&A advisors · Last updated April 8, 2025
| Attribute | MarshBerry | Optis Partners |
|---|---|---|
| Type | Industry specialist | Industry specialist |
| HQ | Cleveland, OH | Chicago, IL |
| Founded | 1981 | 2002 |
| Sector focus | Insurance | Insurance |
| Deal size | $5M-$200M | $5M-$100M |
| Senior team |
|
|
| Rating | Locked | Locked |
| Reviews | 0 verified | 0 verified |
Choosing between MarshBerry and Optis Partners
MarshBerry and Optis Partners both work in Insurance. Founders running a sell-side process in those categories often see both names on their advisor longlist, which is why this comparison comes up. Both firms position themselves as industry specialist advisors, so the choice is less about category and more about pattern recognition, senior attention, and process fit.
MarshBerry is headquartered in Cleveland, OH and was founded in 1981, while Optis Partners operates out of Chicago, IL and was founded in 2002. Geography matters here: MarshBerry's Cleveland relationships and Optis Partners's Chicago relationships will overlap on national strategics but diverge on the regional private equity buyer set most likely to push price. On deal-size focus, MarshBerry states $5M-$200M while Optis Partners states $5M-$100M.
For founders deciding between MarshBerry and Optis Partners, the honest recommendation is to take a working session with each named partner before signing. Read the firm-level reviews on BankerNotes for the pattern that matters most: did the partner who pitched the mandate run the buyer calls and final negotiations, or did the work slide down the org chart by week six. That pattern, more than league-table position, is what separates a good outcome from a mediocre one.
MarshBerry is a industry specialist headquartered in Cleveland, OH and founded in 1981. The firm focuses on Insurance and typically advises on transactions in the $5M-$200M range. Key dealmakers include John Wepler (Chai...
Optis Partners is a industry specialist headquartered in Chicago, IL and founded in 2002. The firm focuses on Insurance and typically advises on transactions in the $5M-$100M range. Key dealmakers include Tim Cunningham ...
Frequently asked questions
- What is the main difference between MarshBerry and Optis Partners?
- MarshBerry is a industry specialist HQ'd in Cleveland, OH (founded 1981), focused on Insurance, with a typical deal range of $5M-$200M. Optis Partners is a industry specialist HQ'd in Chicago, IL (founded 2002), focused on Insurance, with a typical deal range of $5M-$100M. Beyond those facts, the most reliable differentiator is senior banker attention, which BankerNotes reviews are designed to surface.
- Which firm has better founder reviews, MarshBerry or Optis Partners?
- MarshBerry's current rating is Locked (reviews unlock after five verified founders submit ratings). Optis Partners's current rating is Locked (reviews unlock after five verified founders submit ratings). Read the individual firm profiles for the full review breakdown.
- Should I shortlist both MarshBerry and Optis Partners?
- For most founders evaluating sell-side advisors with overlapping sector and deal-size fit, putting both on a shortlist is reasonable. The point of a bake-off is to test how the senior team behaves under pressure, how the firm shapes the buyer universe, and how it handles a difficult diligence question. Treat the shortlist as an interview, not a beauty contest.
- How does BankerNotes verify reviews of MarshBerry and Optis Partners?
- Every review is submitted by a founder who confirms they hired the firm as their sell-side advisor. We verify the reviewer privately using work email, LinkedIn, and approximate engagement timing. The verified identity is never published. Only the rating, written review, and a generic sector label appear on the public page.
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Last updated: April 8, 2025