PhiloSmith & Co.

Financial ServicesConnecticut, United States11-50 Employees

Organized in 1962, Philo Smith & Co. is one of the leading independent investment banking firms specializing in insurance and other financial services companies. It provides three types of services to clients: Insurance Mergers & Acquisitions Advisory, Investment Management, and Research.

In Investment Management, the firm's extensive knowledge of insurance and financial services companies contributes to the firm's ability to effectively analyze companies and is an important factor in its above-average long-term investment performance. Philo Smith & Co. manages accounts for institutional investors and high net-worth individuals. 

In Insurance Mergers & Acquisitions Advisory, Philo Smith & Co. advises insurance underwriters, insurance agents, insurance brokers, and other financial services companies in mergers, acquisitions, affiliations, valuations, strategic planning, and the private placement of equity of debt securities. The firm is able to provide clients with exceptional service due to its specialized knowledge, experience, and extensive relationships in the insurance and financial services sectors. The firm consistently ranks among the top investment banking firms in number of insurance related transactions completed each year. 

In Research, our analysts visit with and analyze companies within our core insurance industry focus, as well as other classes of financial services companies. These companies include investment banking firms, mutual fund managers, and consumer finance companies both in the United States and worldwide.

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