PhiloSmith & Company Overview

  • Service
  • Investment Bank
  • Founded
  • 1962
Founded
  • Serviced Companies
  • 75
  • Serviced Deals
  • 72
  • Serviced Investors
  • 15

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 provides financial and strategic advice on 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 corporations, financial institutions, and high net-worth individuals. The firm is headquartered in Stamford, Connecticut.

Contact Information

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 (72)

Company Name Service Provided Deal Date Deal Type Deal Amount
Leon Silver Associates Advisor: General Apr 2021 00000 0000000
0000000 00000000 Advisor: General Feb 2021 00000 0000000
00000 000 0000000 Advisor: General Dec 2020 00000 0000000
0.0. 00000 & 00000 Advisor: General Oct 2020 00000 0000000
0000000 000000000 Advisor: General Jul 2020 00000 0000000
0000 & 0000 Advisor: General Oct 2019 00000 0000000
00000 000000000 Advisor: General Oct 2019 00000 0000000
000 00000000 00000 Advisor: General Aug 2019 00000 0000000
Insurance Center of New England Advisor: General Aug 2019 00000 0000000
Abram Interstate Insurance Services Advisor: General Jun 2019 00000 0000000
You’re viewing 10 of 72 services to companies. Get the full list »
Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial
Want to dig into this profile?

We’ll help you find what you need

Learn more

PhiloSmith & Company Services to Investors

Service on a Deal — Buy Side (16)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Worldwide Facilities 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 00000000 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
0000000 00000000 0 Advisor: General May 2012 00000 0000000
Strickland Insurance Brokers Advisor: General Dec 2011 00000 0000000
Utica Mutual Insurance Company Advisor: General Mar 2010 00000 0000000
You’re viewing 10 of 16 services on a deal — buy side. Get the full list »

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
To view PhiloSmith & Company’s complete services on a deal — sell side history, request access »

PhiloSmith & Company Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

This information is available in the PitchBook Platform. To explore PhiloSmith & Company‘s full profile, request access.

Request a free trial

PhiloSmith & Company Team (5)

Name Title Deals Office Contact
Info
David Salmon Managing Director & Partner Stamford, CT
Francis Hagerty Managing Director & Partner Stamford, CT
James Amen Managing Director & Partner 0 Stamford, CT
James Inglis Managing Director & Partner Stamford, CT
Michele O'Grady Managing Director & Partner Stamford, CT
To view PhiloSmith & Company’s complete team members history, request access »