For insurance agents and brokers, as well as registered investment advisors, we are dedicated to working for sellers. Given the preponderance of serial acquirers in the space, we want to avoid any conflicts of interest associated with working with both buyers and with sellers. Our goal on every transaction is to maximize value and fit for our client. In order to do that, every transaction we work on, regardless of size, has a dedicated partner working with that client. We pride ourselves on the level of detail we are involved in from the very beginning to the very end of every deal. Our typical transactions involving agents, brokers and registered investment advisers range from $10 to $200 million in enterprise value.

For insurance carriers, we leverage our experience, deep industry knowledge, and vast network of relationships to execute mutually beneficial transactions. This includes a great deal of work with mutual insurance companies seeking to strengthen their capital position through a mutual affiliation or similar transaction; privately held insurance companies seeking a complete or partial exit; publicly held insurance companies seeking acquisition opportunities. Arguably, PhiloSmith has advised more small to midsized stock and mutual insurance companies than any other investment bank in existence. Our typical insurance carrier transactions range from $25 to $300 million.