Portfolio Exits
1
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Latest Seeman Holtz Property & Casualty News
Nov 3, 2020
November 3, 2020 Seeman Holtz Property & Casualty has expanded its management team for the Seeman Holtz Private Client Group, its high net worth personal lines insurance division. Joining Somtip Brunner, vice president of Sales for Private Client Group, is Terry Sgammato, national director of Sales and Marketing for the Seeman Holtz Family of Companies, and Kodi Sisk, director of Operations and Carrier Relations. The Seeman Holtz Family of Companies provides financial risk management and client service to individuals and businesses. The Seeman Holtz Private Client Group team specializes in the insurance needs of high net worth families across the country. The expanded management team will enhance the coordination of the Private Client Group with the other technical insurance specialists across the Seeman Holtz Family of Companies to meet the ever-changing needs of our high net worth clientele. According to Marshal Seeman, president of Seeman Holtz Property and Casualty, said the Private Client Group has experienced “explosive growth.” Seeman Holtz Private Client specialty carriers include: Chubb Private Client
Seeman Holtz Property & Casualty Portfolio Exits
1 Portfolio Exit
Seeman Holtz Property & Casualty has 1 portfolio exit. Their latest portfolio exit was Ritman & Associates on December 12, 2022.
Date | Exit | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Acquirer | Sources |
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12/12/2022 | Acquired - II | 4 |
Date | 12/12/2022 |
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Exit | Acquired - II |
Companies | |
Valuation | |
Acquirer | |
Sources | 4 |
Seeman Holtz Property & Casualty Acquisitions
34 Acquisitions
Seeman Holtz Property & Casualty acquired 34 companies. Their latest acquisition was Geisenheimer Insurance Agency on October 28, 2019.
Date | Investment Stage | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Total Funding | Note | Sources |
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10/28/2019 | Acquired | 1 | ||||
4/25/2019 | Acquired | 1 | ||||
3/27/2019 | Acquired | 1 | ||||
3/27/2019 | ||||||
1/11/2019 |
Date | 10/28/2019 | 4/25/2019 | 3/27/2019 | 3/27/2019 | 1/11/2019 |
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Investment Stage | |||||
Companies | |||||
Valuation | |||||
Total Funding | |||||
Note | Acquired | Acquired | Acquired | ||
Sources | 1 | 1 | 1 |
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