OPTIS Partners LLC

• Wholesaler AmWINS “Recapitalizing” for $1.5 Billion

  By Laura Mazzuca Toops, PropertyCasualty360.com  |  March 14, 2012

  CEO states wholesaler is "recapitalizing" as part of private equity lifecycle.

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  Can Group Health Business Ruin Your M&A Prospects?

  By Dave Lenckus  |  November 16, 2011

  Some say agency health business can decrease valuation by as much as 90 percent--while other buyers actively seek out this specialty.

• Lush Landscape, Changed Environment

  By Dave Lenckus  |  November 1, 2011

  Shifting market conditions, carrier demands and federal legislation are making the agency/brokerage M&A field more active than it’s been in 10 years

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  5 Lessons from Steve Jobs on Agency Succession

  By Laura Mazzuca Toops, PropertyCasualty360.com  |  August 31, 2011

  You're not Steve Jobs and your agency isn't Apple. But you can still learn a lot about succession planning from the man in the black turtleneck.

• Have you updated your agency valuation?

  By Staff Writer  |  September 15, 2010

  The economic turmoil of the last few years has affected virtually every agency's value. By getting a formal assessment of your fair market value, you can better determine how your agency is weathering the storm.