Optio acquires leading European film and events MGA the Circles Group

Posted by on 10.3.24 in Portfolio News

Optio Group (Optio), a leading specialty MGA, today announces it has acquired the Luxembourg-based MGA, Circles Group (Circles) for an undisclosed sum, subject to regulatory approval. The acquisition of Circles, Optio’s largest in Europe to date, represents a strategically critical development in Optio’s ongoing international expansion, with the Circles Group set to become Optio’s European…

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KURI Versicherungsmakler Becomes Part of HBC Group

Posted by on 9.26.24 in Portfolio News

KURI Versicherungsmakler, a Würzburg-based brokerage house with a successful track record spanning over 45 years, is now part of the HBC Group, further solidifying HBC’s market position and expanding its presence across southern Germany. “With KURI Versicherungsmakler, we are gaining a highly specialized and experienced partner that shares our strong cultural values,” says Hauke Martinsen,…

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Optio Group Appoints Deepak Soni as Group CEO

Posted by on 9.4.24 in Portfolio News

Optio Group, a leading specialty MGA, is pleased to announce that Deepak Soni has officially assumed the role of Chief Executive Officer, effective today. Soni joins Optio Group from AXA, where he served as commercial director of AXA Insurance Co. for the past nine years, playing a pivotal role in executing AXA’s UK commercial strategy…

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BMS Group agrees to acquire leading UK broker David Roberts & Partners

Posted by on 7.29.24 in Portfolio News

BMS Group, the independent specialist insurance and reinsurance broker has entered into an agreement to acquire David Roberts & Partners (DR&P). Founded in 1977, DR&P is firmly established as one of the fastest growing UK brokers, and is listed as one of the UK’s leading independent insurance brokers. DR&P has a team of almost 400…

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Optio expands into Europe with significant acquisition

Posted by on 7.26.24 in Portfolio News

Optio Group, a leading specialty MGA, today announces the acquisition of Den Hartigh Beheer & Exploitatie B.V., a Netherlands and Brussels based MGA specialising in B2B insurance solutions. Founded in 1916, the tech-enabled business provides a range of property & casualty insurance products, primarily land-based equipment, marine and high net worth, distributed via brokers through…

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