DEDICATED INVESTMENT BANKING FIRM SPECIALIZING IN INSURANCE AND FINANCIAL SERVICES BUSINESSES.
LONG-TERM RELATIONSHIPS ARE BUILT THROUGH PERFORMANCE AND RESPONSIVENESS WHILE MAINTAINING THE HIGHEST LEVEL OF INTEGRITY.
WITH OVER A HALF CENTURY OF EXPERIENCE, PHILOSMITH HAS A TRACK RECORD OF DELIVERING SUPERIOR INVESTMENT AND ADVISORY RESULTS.
OUR EXTENSIVE INDUSTRY KNOWLEDGE ALLOWS US TO DIFFERENTIATE OUR FIRM AND CREATE VALUE FOR OUR CLIENTS.
DEDICATED INVESTMENT BANKING FIRM SPECIALIZING IN INSURANCE AND FINANCIAL SERVICES BUSINESSES.
PhiloSmith is a leading, independent advisory and investment firm specializing in the insurance and financial services industry. Our investment banking business provides financial and strategic advice on mergers and acquisitions to insurance agents/brokers, insurance companies, and registered investment advisors. Our investment management business offers investment products focused on the insurance and financial services sector to corporations, financial institutions and ultra-high-net-worth individuals.
Since 1962 we have operated under the belief that our clients’ interests are paramount – a motto that has not only preserved our business for over 60 years and counting, but has secured our place as a leader in the insurance investment banking industry.
