Search company, investor...

Predict your next investment

Corporation
seemanholtzpc.com

Portfolio Exits

1

About Seeman Holtz Property & Casualty

Seeman Holtz Property & Casualty Insurance provides comprehensive financial and insurance advice to clients across the country.

Headquarters Location

5620 Strand Boulevard #2

Naples, Florida, 34110,

United States

239-591-4028

Want to inform investors similar to Seeman Holtz Property & Casualty about your company?

Submit your Analyst Briefing to get in front of investors, customers, and partners on CB Insights’ platform.

Latest Seeman Holtz Property & Casualty News

Florida-Based Seeman Holtz Private Client Group Adds Sgammato, Sisk

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

12/12/2022

Acquired - II

$99M

4

Date

12/12/2022

Exit

Acquired - II

Companies

Valuation

$99M

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

10/28/2019

$99M

Acquired

1

4/25/2019

$99M

Acquired

1

3/27/2019

$99M

Acquired

1

3/27/2019

Subscribe to see more

$99M

Subscribe to see more

10

1/11/2019

Subscribe to see more

$99M

Subscribe to see more

10

Date

10/28/2019

4/25/2019

3/27/2019

3/27/2019

1/11/2019

Investment Stage

Companies

Subscribe to see more

Subscribe to see more

Valuation

$99M

$99M

$99M

$99M

$99M

Total Funding

Note

Acquired

Acquired

Acquired

Subscribe to see more

Subscribe to see more

Sources

1

1

1

10

10

Discover the right solution for your team

The CB Insights tech market intelligence platform analyzes millions of data points on vendors, products, partnerships, and patents to help your team find their next technology solution.

Request a demo

CBI websites generally use certain cookies to enable better interactions with our sites and services. Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. You can read more about your cookie choices at our privacy policy here. By continuing to use this site you are consenting to these choices.