Optima Financial & Insurance Services - Ownership and Business Overview

InsuranceCompany

Optima Financial & Insurance Services Ownership

Who owns Optima Financial & Insurance Services?

Optima Financial & Insurance Services is owned by Simplicity Group Holdings. It was acquired on March 8, 2022.

Optima Financial & Insurance Services Business Overview

Where is Optima Financial & Insurance Services headquartered?

Optima Financial & Insurance Services is headquartered in Jupiter, Florida.

What sector is Optima Financial & Insurance Services in?

Optima Financial & Insurance Services is an insurance company.

When was Optima Financial & Insurance Services founded?

Optima Financial & Insurance Services was founded in 2009.

Insurance M&A Summary in 2022

Out of 60 sectors in the Mergr database, insurance ranked 5 in number of deals in 2022. The largest insurance acquisition in 2022 was Alleghany - which was acquired by Berkshire Hathaway for $11.6B.

Join Mergr to view all 471 acquisitions of insurance companies in 2022, including 12 acquisitions by private equity firms, and 459 by strategics.

Optima Financial & Insurance Services

Optima Financial & Insurance Services

601 Heritage Drive, Suite 236,
Jupiter, Florida 33458
United States,
(415) 408-5863
www.optimafis.com

Optima Financial & Insurance Services provides robust training and education, along with an array of life and annuity products, to advisor partners. Optima Financial & Insurance Services was founded in 2009 and is based in Jupiter, Florida.


Company Summary

SECTOR

Insurance

Established

2009

 Subscribe to unlock this and 201,649
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More
1 Week Free Trial Learn More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB

Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.5K Private Equity Firms
  • 193K M&A Transactions
  • 197K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.6K M&A Advisors
    (Investment Banks and Law Firms)
  • 75K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.

Related Lists for Optima Financial & Insurance Services

Florida Companies , Insurance Companies , United States Companies , Florida Insurance Companies , Florida Insurance with Acquisitions , Florida Insurance with Divestitures

Related Lists for Florida Companies

Largest Florida Companies , Acquisitive Florida Companies , Recently Acquired Florida Companies , Recently Sold Florida Companies , Private Florida Companies , Public Florida Companies , Acquired Florida Companies , PE Backed Florida Companies

Related Lists for Insurance Companies

Largest Insurance Companies , Acquisitive Insurance Companies , Recently Acquired Insurance Companies , Recently Sold Insurance Companies , Private Insurance Companies , Public Insurance Companies , Acquired Insurance Companies , PE Backed Insurance Companies

Related Lists for United States Companies

Largest United States Companies , Acquisitive United States Companies , Recently Acquired United States Companies , Recently Sold United States Companies , Private United States Companies , Public United States Companies , Acquired United States Companies , PE Backed United States Companies
Mergr

Product

Company

Legal