Who can review Optis Partners?

Any founder who hired Optis Partners as their sell-side advisor and ran an M&A process with them, regardless of whether the deal ultimately closed. How a banker behaves when a deal does not close is just as important as when it does, and both outcomes are welcome.

Has Optis Partners been reviewed by founders?

Optis Partners appears in the BankerNotes directory. Reviews from verified founders who hired the firm unlock publicly once five founders have submitted ratings. Until that threshold is reached, reviews are pending and not displayed.

Where is Optis Partners headquartered?

Optis Partners is headquartered in Chicago, IL. The firm was founded in 2002.

What kinds of deals does Optis Partners work on?

Optis Partners focuses on Insurance. Typical transaction size falls in the $5M-$100M range.

Who are the key dealmakers at Optis Partners?

Senior dealmakers include Tim Cunningham (Managing Director). Founders running a process should expect to interact most with the named partner or managing director assigned to the deal.

How does BankerNotes verify reviews of Optis Partners?

Every review on BankerNotes 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.

Industry specialist

Optis Partners Reviews

Chicago, IL · Founded 2002

Firm at a glance

Type: Industry specialist
HQ: Chicago, IL
Founded: 2002
Deal size: $5M-$100M
Focus: Insurance
Website: optisins.com

Senior dealmakers

Tim Cunningham
Managing Director

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 (Managing Director). Read founder-verified reviews of Optis Partners below, from founders who hired the firm as their sell-side advisor whether the deal closed or not.

What to know about Optis Partners

Optis Partners has built its franchise in Insurance, where founders running a sale process often turn to firms with deep sector pattern recognition. The senior bench, anchored by Tim Cunningham, sets the tone for how engagements run from the first call through whatever outcome the process produces. Founders evaluating Optis Partners typically compare it against other industry specialist houses with similar sector emphasis.

Deal sweet spot at Optis Partners sits in the $5M-$100M band. That target range shapes everything: which buyers get the call, how the process is paced, and how the firm allocates senior banker attention. Founders working with Optis Partners should expect a process tuned to that band; founders far below or above it sometimes find a better fit elsewhere.

Geography matters more than founders expect. Optis Partners operates out of Chicago, IL, and its strongest buyer-side relationships tend to cluster around that orbit. For sellers running a global process, that can be either an advantage (concentrated relationships) or a constraint (thinner reach in other regions). Founders should ask directly: which buyers have you placed with in the last 24 months, and where are they.

Rating

Rating unlocks at 5 reviews

Submit a review of Optis Partners Your name, email, and company are required for verification but are never shown publicly.

Reviews

Reviews unlock once 5 verified founders have rated this firm. Be the first to break the silence.

Verified Founder, Hardware Pending

professionalism10/10

responsiveness7/10

delivery2/10

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2025-07Locked

Frequently asked questions

Who can review Optis Partners?: Any founder who hired Optis Partners as their sell-side advisor and ran an M&A process with them, regardless of whether the deal ultimately closed. How a banker behaves when a deal does not close is just as important as when it does, and both outcomes are welcome.
Has Optis Partners been reviewed by founders?: Optis Partners appears in the BankerNotes directory. Reviews from verified founders who hired the firm unlock publicly once five founders have submitted ratings. Until that threshold is reached, reviews are pending and not displayed.
Where is Optis Partners headquartered?: Optis Partners is headquartered in Chicago, IL. The firm was founded in 2002.
What kinds of deals does Optis Partners work on?: Optis Partners focuses on Insurance. Typical transaction size falls in the $5M-$100M range.
Who are the key dealmakers at Optis Partners?: Senior dealmakers include Tim Cunningham (Managing Director). Founders running a process should expect to interact most with the named partner or managing director assigned to the deal.
How does BankerNotes verify reviews of Optis Partners?: Every review on BankerNotes 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.

Other Insurance M&A advisors founders compare with Optis Partners

More context for Optis Partners

Sector

Insuranceboutique M&A advisors

Location

Chicagoboutique M&A advisors

Deal size

M&A advisors for $25M to $100M businesses

Compare Optis Partners with

Last updated: February 14, 2026

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