PhiloSmith & Co. is headquartered in Stamford, Connecticut.
PhiloSmith & Co. was founded in 1962.
PhiloSmith & Co. offers Capital Raising, Fairness Opinions and M&A Advisory.
Six Landmark Square,
Stamford, Connecticut 06901
United States
(203) 348-7365
www.philosmith.com
jamen@philosmith.com
PhiloSmith & Co. is an independent investment banking firm focused on providing mergers & acquisitions advisory, investment management, and research services. The Firm's M&A advisory division provides mergers, acquisitions, affiliations, valuations, strategic planning, and private placement services to insurance and other financial services companies. Philo Smith & Co. was established in 1962 and is based in Stamford, Connecticut.
| Year | ≤ '20 | '21 | '22 | '23 | '24 | '25 | T |
|---|---|---|---|---|---|---|---|
| Buyside (0.0/yr) | 1 | - | - | - | - | - | 1 |
| Sellside (0.6/yr) | 4 | - | - | - | - | 3 | 7 |
| 8 | |||||||
| Target Company | Date | Value | Type |
|---|---|---|---|
| Sign-up to View | 2025-11-18 | - | Insurance |
| Sign-up to View | 2025-10-23 | - | Insurance |
| Sign-up to View | 2025-01-09 | - | Insurance |
| Sign-up to View | 2018-05-31 | - | Insurance |
| Sign-up to View | 2016-09-19 | - | Insurance |
| Sign-up to View | 2007-09-12 | 23M USD | Insurance |
| Sign-up to View | 2007-07-02 | 47M USD | Insurance |
| Sign-up to View | 2004-11-30 | 3M USD | Insurance |
| View All >> | |||
| Sector | # | Value | |
|---|---|---|---|
| Insurance | Sign-up to View | ||
| Total | Sign-up to View | ||
| State/Country | # | Value | |
|---|---|---|---|
| United States | Sign-up to View | ||
| Pennsylvania | Sign-up to View | ||
| Tennessee | Sign-up to View | ||
| Michigan | Sign-up to View | ||
| Total | Sign-up to View | ||
| Type | # | Value | |
|---|---|---|---|
| Add-on Acquisition | Sign-up to View | ||
| Total | Sign-up to View | ||
| Corporate (8) | Deals |
|---|---|
|
Sign-up to View |
1 |
|
Sign-up to View |
1 |
|
Sign-up to View |
1 |
| Value | # | TOTAL |
|---|---|---|
| < $100M | Sign-up to View | |
| TOTAL | Sign-up to View | |
| Largest |
Merastar Insurance Co. $47M (2007-07-02) |
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