PhiloSmith & Company Overview
- Service
-
Investment Bank
- Founded
-
1962
- Employees
-
7
- Serviced Companies
-
85
- Serviced Deals
-
82
- Serviced Investors
-
16
PhiloSmith & Company General Information
Description
Founded in 1962, PhiloSmith & Company is an independent advisory and investment firm specializing in the insurance and financial services industry. The firm advises mergers and acquisitions to insurance companies, insurance agents and brokers, and specialty finance companies. PhiloSmith additionally offers investment products focused on the insurance and financial services sector to stock and mutual insurance companies, insurance agents and brokers, and specialty finance companies engaged in strategic transactions. The firm is headquartered in Stamford, Connecticut.
Contact Information
Website
www.philosmith.com
Year Founded
1962
Service Provider Type
Investment Bank
Primary Office
- Six Landmark Square
- Stamford, CT 06901
- United States
+1 (203) 000-0000
PhiloSmith & Company Services to Companies
Service on a Deal (82)
| Company Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| C&M First Services | Advisor: General | Sep 2022 | 00000 | 0000000 |
| 000000000 000 0000 | Advisor: General | Sep 2022 | 00000 | 0000000 |
| 00000000 000000 | Advisor: General | Jul 2022 | 00000 | 0000000 |
| 00000 0000000 0000 | Advisor: General | Feb 2022 | 00000 | 0000000 |
| 0000000 0. 000000 | Advisor: General | Dec 2021 | 00000 | 0000000 |
| 0000000 000000000 | Advisor: General | Nov 2021 | 00000 | 0000000 |
| 00000000 000000000 | Advisor: General | Oct 2021 | 00000 | 0000000 |
| 0000000 0000 | Advisor: General | Oct 2021 | 00000 | 0000000 |
| Baldwin / Welsh & Parker Insurance Agencies | Advisor: General | Aug 2021 | 00000 | 0000000 |
| Leon Silver Associates | Advisor: General | Apr 2021 | 00000 | 0000000 |
PhiloSmith & Company Services to Investors
Service on a Deal — Buy Side (17)
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Everett Cash Mutual Insurance Company | Advisor: General | Aug 2022 | 00000 | 0000000 |
| 000000000 00000000 | Advisor: General | Aug 2020 | 00000 | 0000000 |
| 0000-000000 000000 | Advisor: General | May 2019 | 00000 | 0000000 |
| 0000 000000 0000 0 | Advisor: General | May 2019 | 00000 | 0000000 |
| 000000 | Advisor: General | Jan 2018 | 00000 | 0000000 |
| 0000000000 0000000 | Advisor: General | Apr 2013 | 00000 | 0000000 |
| 00000000 000000000 | Advisor: General | Oct 2012 | 00000 | 0000000 |
| 000000000 00000 | Advisor: General | May 2012 | 00000 | 0000000 |
| Western National Insurance Group | Advisor: General | May 2012 | 00000 | 0000000 |
| Strickland Insurance Brokers | Advisor: General | Dec 2011 | 00000 | 0000000 |
Service on a Deal — Sell Side (4)
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Columbia Insurance Group | Advisor: General | Nov 2018 | 00000 | 0000000 |
| 000000 00 00000000 | Advisor: General | Jul 2016 | 00000 | 0000000 |
| Mutual of Enumclaw Insurance | Advisor: General | Jul 2016 | 00000 | 0000000 |
| Strickland Insurance Group | Advisor: General | Jan 2016 | 00000 | 0000000 |
PhiloSmith & Company Investment Preferences
| Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
|---|
PhiloSmith & Company Team (5)
| Name | Title | Deals | Office | Contact Info |
|---|---|---|---|---|
| James Inglis | Managing Director, Partner, Vice President, Secretary & Treasurer | Stamford, CT | ||
| James Amen | President, Managing Director & Partner | 0 | Stamford, CT | |
| Francis Hagerty | Vice president, Managing Director & Partner | Stamford, CT | ||
| David Salmon | Vice President, Managing Director & Partner | Stamford, CT | ||
| Michele O'Grady | Managing Director, Partner, Vice President & Chief Compliance Officer | Stamford, CT |