PhiloSmith & Co. Financial Advisor Overview

PhiloSmith & Co. FAQ


Where is PhiloSmith & Co. headquartered?

PhiloSmith & Co. is headquartered in Stamford, Connecticut.

When was PhiloSmith & Co. founded?

PhiloSmith & Co. was founded in 1962.

What sevices does PhiloSmith & Co. offer?

PhiloSmith & Co. offers Capital Raising, Fairness Opinions and M&A Advisory.

PhiloSmith & Co.

PhiloSmith & Co.

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.


M&A Advisory Summary

Buyside vs Sellside

Year '20 '21 '22 '23 '24 '25 T
Buyside (0.0/yr) 1 - - - - - 1
Sellside (0.6/yr) 4 - - - - 3 7
  8

Most Recent

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 Experience

Sector # Value
Insurance Sign-up to View
Total Sign-up to View

Geo Experience

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

Transaction Type Experience

Type # Value
Add-on Acquisition Sign-up to View
Total Sign-up to View

Top M&A Clients

Corporate (8) Deals
Sign-up to View
1
Sign-up to View
1
Sign-up to View
1

Deal Values

Value # TOTAL
< $100M Sign-up to View
TOTAL Sign-up to View
Largest Merastar Insurance Co.
$47M (2007-07-02)