PhiloSmith is a dedicated investment banking firm specializing in insurance and financial services businesses. With over a half-century of experience, they have a proven track record of delivering superior investment and advisory results, building long-term relationships through performance and responsiveness while maintaining the highest level of integrity.
As a leading, independent advisory and investment firm, PhiloSmith provides financial and strategic advice on mergers and acquisitions to insurance companies, insurance agents, brokers, and specialty finance companies. Their investment management business offers investment products focused on the insurance and financial services sector to corporations, financial institutions, and high net worth individuals.
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