Add-on Acquisition • Insurance

Seeman Holtz Property & Casualty Acquires A & J Insurance Agency

On April 19, 2017, Seeman Holtz Property & Casualty acquired insurance company A & J Insurance Agency

Acquisition Context
  • This is Seeman Holtz Property & Casualty’s 6th transaction in the Insurance sector.
  • This is Seeman Holtz Property & Casualty’s 6th transaction in the United States.
  • This is Seeman Holtz Property & Casualty’s 2nd transaction in California.

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M&A Deal Summary

Date April 19, 2017
Target A & J Insurance Agency
Sector Insurance
Buyer(s) Seeman Holtz Property & Casualty
Deal Type Add-on Acquisition

Target Company

A & J Insurance Agency

San Gabriel, California, United States
A & J Insurance Agency, Inc. is a provider of high quality products, excellent customer service and broad resources unmatched by other insurance brokers. A & J Insurance Agency was founded in 1988 and is based in San Gabriel, California.
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Buyer Overview 1

Buyer

Seeman Holtz Property & Casualty

Boca Raton, Florida, United States

Category Company
Founded 1998
Sector Insurance
DESCRIPTION

Seeman Holtz Property and Casualty, Inc. is a pre and post retirement planning company. Seeman Holtz services provided include: Homeowner’s Policy, Automobile Insurance, Renter’s Policy, Private Client, Umbrella Coverage, Commercial and Employee Coverage, Personal Property Coverage, Personal Liability Coverage. Seeman Holtz was established in 1998 and is headquartered in Boca Raton, Florida.


Deal Context for Buyer #
Overall 6 of 39
Sector: Insurance 6 of 39
Type: Add-on Acquisition 6 of 37
State: California 2 of 4
Country: United States 6 of 39
Year: 2017 2 of 20
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2017-02-01 Dave Cutright Insurance Agency

Vero Beach, Florida, United States

Dave Cutright Insurance Agency is a full service insurance agency serving the treasure coast counties of indian river and St Lucie as well as communities all over the State of Florida.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2017-06-09 Vincent Urban Walker & Associates

Green Bay, Wisconsin, United States

Vincent, Urban, Walker & Associates is a provider of insurance services. Vincent, Urban, Walker & Associates is based in Green Bay, Wisconsin.

Buy -