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Sitzmann Morris & Lavis Insurance Agency

Sitzmann Morris & Lavis Insurance Agency
1965 FOUNDED
M&A STATUS
61-70 EMPLOYEES
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
1 INVESTMENTS
Description

Provider of insurance advisory services. The company offers employee benefits, financial services, life insurance, estate planning and executive benefits and risk management services.

Website
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Life and Health Insurance
Other Industries
Other Insurance
Parent Company
Primary Office
  • Lafayette Terrace, 3697 Mount Diablo Boulevard
  • Suite 100
  • Lafayette, CA 94549
  • United States

+1 (510) 000-0000

Sitzmann Morris & Lavis Insurance Agency Valuation and Funding

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

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Sitzmann Morris & Lavis Insurance Agency Acquisitions (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0. 000000 03-Apr-2012 000000000000000000 Life and Health Insurance
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Sitzmann Morris & Lavis Insurance Agency Executive Team (2)

Name Title Board
Seat
Contact
Info
Matthew Sitzmann Chief Executive Officer, Chief Operating Officer and Executive Vice President
Gary Sitzmann Founder & Chairman

Sitzmann Morris & Lavis Insurance Agency Board Members (1)

Name Representing Role Since Contact
Info
0000 00000000 Sitzmann Morris & Lavis Insurance Agency Founder & Chairman 000 0000