IAP acted as Financial Advisor to Cinven and La Caisse on its acquisition of Optio Group

On July 27, 2026, Cinven and La Caisse announced their joint acquisition of Optio Group, a leading independent international specialty MGA.

Founded in 2018 and headquartered in London, Optio business underwrites a diversified portfolio of specialty risks across six business lines – Profession & Specialty, Transportation, Property & Energy, Healthcare, Transactional Liability, and Surety & Credit consisting of over 30 products. The company has an international footprint, comprising 18 offices across 15 countries spanning the UK, Europe, the US, the Middle East and Asia.

Cinven is a leading international private equity firm focused on six key sectors: Business Services, Consumer, Financial Services, Healthcare, Industrials and Technology, Media and Telecommunications (TMT). Cinven has offices in London, New York, Frankfurt, Paris, Milan, Madrid and Luxembourg.

La Caisse is a global investment group with net assets of CAD 517bn and is active in major financial markets, private equity, infrastructure, real estate and private credit.

Cinven and La Caisse each have deep experience in the specialty underwriting sub-sector and have multiple investments in the Insurance sector.

Insurance Advisory Partners is proud to have acted as Financial Advisor to Cinven and La Caisse in connection with this transaction.

This transaction further underscores IAP’s significant experience and expertise in the MGA / MGU sector and across the broader specialty insurance market.

The IAP team is committed to providing experienced, objective and insightful advice to help our clients achieve their goals and maximize their success.

For more information regarding this transaction, please see the case study attached and the following press release.