Katz Kane & Co
We are pleased to announce that our client, Schmitt-Sussman Enterprises, Inc. (d.b.a. PFP), has raised $15,500,000 in a new Revolving Credit and Term Loan Facility provided by The Private Bank. Schmitt-Sussman is the leading service provider to the credit union industry.
Katz, Kane & Co. advises Schmitt-Sussman Enterprises About

Founded in 1973, Schmitt- Sussman Enterprises, Inc. (d.b.a. PFP) is one of the nation’s largest distributors of life and disability insurance policies sold principally through credit unions directly to their members. Since its founding, Schmitt-Sussman has grown into an organization with over 250 employees providing business development services to credit unions in 17 states. The company sells over 100,000 policies annually and currently has over 1 million policies in force.

Please visit: www.pfpservices.com.
About Katz, Kane & Co.
The investment banking firm of Katz, Kane & Co. provides mergers & acquisitions, capital raising, and restructuring investment banking advisory services to companies and institutional investors. Katz, Kane & Co. professionals bring buy-side perspective, unparalleled relationships, and senior-level attention to each engagement. Please visit: www.katzkane.com.
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