Dedicated Investment Banking Firm Specializing in Insurance and Financial Services Businesses

PhiloSmith is a leading, independent investment bank focused on providing financial and strategic advice on mergers and acquisitions to insurance companies, insurance agents/brokers, and specialty finance companies, and investment management services to corporations, financial institutions and high net worth individuals. 

For over half a century, we have operated under the belief that our clients’ interests are paramount – a motto that has not only preserved our business for 50 years and counting, but has secured our place as a leader in the insurance investment banking industry.

Please take some time to browse through our website and learn about our businesses. If we can be helpful in any way, please contact us.