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Seeman Holtz Acquires Tailored Solutions

Seeman Holtz acquires Tailored Solutions

For Immediate Release

Seeman Holtz acquires Tailored Solutions

New York, NY, October 2019 – Boca Raton, FL based Seeman Holtz Property & Casualty, Inc. has acquired Cumming, GA based Tailored Solutions.

Seeman Holtz Property and Casualty, Inc. is a pre and post retirement planning company that helps clients to plan and manage all aspects of their retirement in the United States. The company offers various classes of products and strategies to the pre and post-retirement community. Its products include banking products, such as money markets, checking and savings accounts, money markets, and market-linked certificates of deposit; insurance products, such as Medicare supplemental, long term care, term life, whole life, simplified whole life, universal life, survivorship life, and equity-indexed life insurance, as well as fixed, immediate, and equity-indexed annuities; safe money alternatives, such as structured settlements and lottery payments; and tax efficient, high yield, and free long term care options. The company was founded in 1998 and is based in Boca Raton, Florida with local offices throughout the United States.

Tailored Solutions KB Development, Inc. dba Tailored Solutions, is a wholesale brokerage firm that provides niche markets for alternative worker’s compensation and PEO services solutions nationwide. Tailored Solutions provides a “one-stop shop” for human resources, benefits, payroll, workers’ compensation insurance, and other employee administration tasks. Tailored Solutions distributes its products through retail insurance agencies which rely on Tailored Solutions for their expertise and experience administering a single-vendor solution for workers’ compensation insurance, human resources and employee administration.

Merger & Acquisition Services Inc. served as the sole financial advisor to Tailored Solutions.

About Merger & Acquisition Services, Inc.

Merger & Acquisition Services, Inc. is a specialist advisory and financial services Firm to the insurance and reinsurance industry, with offices in New York, Connecticut, Georgia & Cayman Islands. Founded in 1999, the Firm and its affiliates provides investment banking and insurance consulting services globally, including; merger & acquisition advisory capital raising, valuations, program placement/fronting, and reinsurance advisory. Merger & Acquisition Capital Services, LLC., a registered broker-dealer and member FINRA / SIPC, is an affiliate of Merger & Acquisition Services, Inc.

To learn more about Merger & Acquisition Services, visit https://maservices.com.

                                                                                   info@maservices.com    
                                                                                   https://maservices.com

 

Investment banking services and all securities are offered in the United States by and through Merger & Acquisition Capital Services, LLC, a US registered broker-dealer and member FINRA/SIPC. Merger & Acquisition Services, Inc., M&A International LTD & M&A International Corporation U.A. do not underwrite securities, nor advise on, nor effect transactions in securities for the account of others.

 

Copyright 2019 Merger & Acquisition Services, Inc. & Merger & Acquisition Capital Services, LLC.  All Rights Reserved.

 

Seeman Holtz acquires Tailored Solutions
  • Oct 20, 2020

For Immediate Release

Seeman Holtz acquires Tailored Solutions

New York, NY, October 2019 – Boca Raton, FL based Seeman Holtz Property & Casualty, Inc. has acquired Cumming, GA based Tailored Solutions.

Seeman Holtz Property and Casualty, Inc. is a pre and post retirement planning company that helps clients to plan and manage all aspects of their retirement in the United States. The company offers various classes of products and strategies to the pre and post-retirement community. Its products include banking products, such as money markets, checking and savings accounts, money markets, and market-linked certificates of deposit; insurance products, such as Medicare supplemental, long term care, term life, whole life, simplified whole life, universal life, survivorship life, and equity-indexed life insurance, as well as fixed, immediate, and equity-indexed annuities; safe money alternatives, such as structured settlements and lottery payments; and tax efficient, high yield, and free long term care options. The company was founded in 1998 and is based in Boca Raton, Florida with local offices throughout the United States.

Tailored Solutions KB Development, Inc. dba Tailored Solutions, is a wholesale brokerage firm that provides niche markets for alternative worker’s compensation and PEO services solutions nationwide. Tailored Solutions provides a “one-stop shop” for human resources, benefits, payroll, workers’ compensation insurance, and other employee administration tasks. Tailored Solutions distributes its products through retail insurance agencies which rely on Tailored Solutions for their expertise and experience administering a single-vendor solution for workers’ compensation insurance, human resources and employee administration.

Merger & Acquisition Services Inc. served as the sole financial advisor to Tailored Solutions.

About Merger & Acquisition Services, Inc.

Merger & Acquisition Services, Inc. is a specialist advisory and financial services Firm to the insurance and reinsurance industry, with offices in New York, Connecticut, Georgia & Cayman Islands. Founded in 1999, the Firm and its affiliates provides investment banking and insurance consulting services globally, including; merger & acquisition advisory capital raising, valuations, program placement/fronting, and reinsurance advisory. Merger & Acquisition Capital Services, LLC., a registered broker-dealer and member FINRA / SIPC, is an affiliate of Merger & Acquisition Services, Inc.

To learn more about Merger & Acquisition Services, visit https://maservices.com.

                                                                                   info@maservices.com    
                                                                                   https://maservices.com

 

Investment banking services and all securities are offered in the United States by and through Merger & Acquisition Capital Services, LLC, a US registered broker-dealer and member FINRA/SIPC. Merger & Acquisition Services, Inc., M&A International LTD & M&A International Corporation U.A. do not underwrite securities, nor advise on, nor effect transactions in securities for the account of others.

 

Copyright 2019 Merger & Acquisition Services, Inc. & Merger & Acquisition Capital Services, LLC.  All Rights Reserved.

 

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