M&A Advisory

In our Mergers & Acquisitions business, PhiloSmith provides financial and strategic advice to stock and mutual insurance companies, insurance agents and brokers and specialty finance companies engaged in strategic transactions.  

As an independent advisor, we are able to provide clients with valuable advice and sound guidance throughout the M&A process given our specialized knowledge, experience and extensive relationships with insurance and other financial services companies in the United States and abroad.

Over our 50-year history, PhiloSmith has consistently proven itself a leader in the insurance and financial services industry which has led to the development of our vast network of industry relationships.  This network, coupled with our experience and specialized industry knowledge, allows us to identify, engineer and execute mutually beneficial combinations of companies.  By helping buyers find appropriate acquisitions and sellers find suitable buyers, PhiloSmith has established an exceptional track record of success.

PhiloSmith has worked with a diverse group of insurance and specialty finance companies over the years.  In addition to our more mainstream transactions, we have been increasingly active in the distribution space, advising retail insurance agents, wholesalers, MGAs, MGUs and program administrators on value maximizing transactions.  We have also established ourselves as the premier advisor to small and mid-sized mutual insurance companies seeking to strengthen their capital position through a mutual affiliation agreement.  PhiloSmith has also done extensive work with family-owned insurance companies and agents and brokers.  Historically, we have concentrated on transactions ranging in size from $1 million to $500 million.

Client relationships are essential to the firm’s activities.  By giving constant attention to the needs of clients, PhiloSmith has been successful in cultivating lasting and productive long-term relationships.