Investment Details
Investor Type
Private Equity
Asset Class Focus
Private Equity, Venture Capital
Stage Focus
Early Stage, Growth, Buyout
Geographical Focus
United Kingdom, Germany, France, Italy, Denmark, Switzerland, Spain, Luxembourg, Ireland, Austria, Netherlands, South Africa, Portugal, Sweden, Belgium, Greece, Norway, Finland, Poland, Czech Republic
Industries Focus
- Financial Services
- Technology
- Healthcare
- Energy
- Consumer Goods
- Real Estate
- Telecommunications
- Media
- Insurance
- Retail
- Education
- Transportation
- Hospitality
- Manufacturing
- Entertainment
Investment Size:
1,000,000 to 50,000,000 USD
Investor Details
Optio Group is an independent specialty managing general agent (MGA) platform that specializes in providing complex and specialty insurance solutions. The company operates a tech-enabled ecosystem to deliver exceptional results to its business partners. Optio Group's portfolio includes various companies such as Optio Underwriting, Optio Re MENA, Brockwell Capital, Northcourt Limited, Circles Group, Den Hartigh Adviesgroep, and S Insurance, collectively offering comprehensive insurance products, underwriting, and broking services.
In recent years, Optio Group has expanded its presence through strategic acquisitions. In May 2025, the company acquired Custodian Management Ltd., a UK-based MGA specializing in professional indemnity and management liability. This acquisition enhanced Optio's existing professional indemnity offering and supported its objective to build a diversified specialty MGA platform. In November 2024, Optio finalized the acquisition of Den Hartigh Beheer & Exploitatie BV, a Netherlands and Brussels-based MGA focusing on property and casualty insurance products. This move marked a significant step in Optio's European growth strategy. Additionally, in June 2025, Optio Incentives, a subsidiary of Optio Group, acquired the share plan software platform from Investec Wealth & Investment International, further expanding its global footprint.
Optio Group's investment philosophy centers on partnering with entrepreneur-led MGA businesses to create a diversified platform. The company's strategic growth is driven by targeting high-quality, niche specialty MGAs globally, underscoring its commitment to underwriting excellence and client-focused solutions. Through these acquisitions and partnerships, Optio Group continues to strengthen its market position and expand its product offerings across various regions.
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Mentioned In
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$19.95
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$19.95
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$19.95
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