Sitzmann Morris & Boyle Insurance Agency Overview

  • Founded
  • 1965
Founded
  • Status
  • Acquired/​Merged
  • Employees
  • 70
Employees
  • Latest Deal Type
  • Buyout/​LBO
  • Financing Rounds
  • 3
  • Investments
  • 1

Sitzmann 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
Sitzmann Morris & Lavis Insurance Agency
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Primary Industry
Insurance Brokers
Parent Company
Primary Office
  • 1850 Mount Diablo Boulevard
  • Suite 430
  • Walnut Creek, CA 94596
  • United States
+1 (510) 000-0000
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Sitzmann Morris & Boyle Insurance Agency Valuation & Funding

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

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Sitzmann Morris & Boyle Insurance Agency Executive Team (3)

Name Title Board Seat Contact Info
Donald Morris Jr. President & Partner
Matthew Sitzmann Chief Operating Officer & Executive Vice President
You’re viewing 2 of 3 executive team members. Get the full list »

Sitzmann Morris & Boyle 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 & Boyle Insurance Agency Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Sitzmann Morris & Boyle Insurance Agency Acquisitions (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0. 000000 03-Apr-2012 0000000000 Life and Health Insurance
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