Morris & Boyle Insurance Agency Overview

  • Year Founded
  • 1965

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 70

Employees

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 3

  • Investments
  • 1

Morris & Boyle Insurance Agency General Information

Description

Provider of insurance services based in Walnut Creek, California. The company offers life insurance advisory services, insurance audits, executive benefits and underwriting advantage services, helping clients minimize risks and protect their wealth.

Contact Information

Formerly Known As
Sitsman Moris & Lavis, Sitzmann-Morris-Lavis, Sitzmann Morris & Boyle (SMB) Insurance Agency, Sitzmann Morris & Lavis Insurance Agency, Sitzmann Morris & Boyle Insurance Agency
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Corporate Office
  • 1850 Mount Diablo Boulevard
  • Suite 430
  • Walnut Creek, CA 94596
  • United States
+1 (510)
Primary Industry
Other Insurance
Parent Company
Corporate Office
  • 1850 Mount Diablo Boulevard
  • Suite 430
  • Walnut Creek, CA 94596
  • United States
+1 (510)

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Morris & Boyle Insurance Agency Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Morris & Boyle Insurance Agency Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Morris & Boyle Insurance Agency Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Morris & Boyle Insurance Agency Acquisitions (1)

Morris & Boyle Insurance Agency’s most recent deal was a Merger/Acquisition with D. Bezona. The deal was made on 03-Apr-2012.

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
D. Bezona 03-Apr-2012 Merger/Acquisition Insurance Brokers
To view Morris & Boyle Insurance Agency’s complete acquisitions history, request access »

Morris & Boyle Insurance Agency FAQs

  • When was Morris & Boyle Insurance Agency founded?

    Morris & Boyle Insurance Agency was founded in 1965.

  • Where is Morris & Boyle Insurance Agency headquartered?

    Morris & Boyle Insurance Agency is headquartered in Walnut Creek, CA.

  • What is the size of Morris & Boyle Insurance Agency?

    Morris & Boyle Insurance Agency has 70 total employees.

  • What industry is Morris & Boyle Insurance Agency in?

    Morris & Boyle Insurance Agency’s primary industry is Other Insurance.

  • Is Morris & Boyle Insurance Agency a private or public company?

    Morris & Boyle Insurance Agency is a Private company.

  • What is Morris & Boyle Insurance Agency’s current revenue?

    The current revenue for Morris & Boyle Insurance Agency is .

  • Who are Morris & Boyle Insurance Agency’s investors?

    Brown & Brown has invested in Morris & Boyle Insurance Agency.

  • When was Morris & Boyle Insurance Agency acquired?

    Morris & Boyle Insurance Agency was acquired on 30-Jul-2021.

  • Who acquired Morris & Boyle Insurance Agency?

    Morris & Boyle Insurance Agency was acquired by Alera Group.

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