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

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