Sitzmann Morris & Lavis Insurance Agency Overview

  • Founded
  • 1965
Founded
  • Status
  • Acquired/​Merged
  • Employees
  • 70
Employees
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1
  • Investments
  • 1

Sitzmann Morris & Lavis Insurance Agency General Information

Description

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

Contact Information

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
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Sitzmann Morris & Lavis Insurance Agency Valuation & Funding

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

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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
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Sitzmann Morris & Lavis Insurance Agency Board Members (1)

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

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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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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