M&A advisorBuy-side and sell-side
PhiloSmith
Stamford, CT
Profile last reviewed
October 2026
Public information can change. Corrections are reviewed before publication.
Overview
Overview of PhiloSmith
PhiloSmith advises insurance agents and brokers, insurance companies, and registered investment advisors on mergers and acquisitions. Its investment banking work focuses on the insurance and financial services industry. The firm says it has operated since 1962, and its leadership reports more than 100 transactions sourced and executed for clients.
Named principal
James Amen
Managing Partner
Profile details
Details for PhiloSmith
- Representation
- Buy-side and sell-side
- Firm type
- M&A advisor
- Based in
- Stamford, CT
- Engagement coverage
- Stamford, CT
- Industry focus
- Professional services
- Typical business value / transaction range
- Under $1 million · $1 million–$5 million · $5 million–$20 million · $20 million–$100 million · $100 million–$500 million
Office locations
Headquarters and public offices
Headquarters
Stamford, CT
Profile sources
This profile was compiled from publicly available firm information. Sources are grouped by website, while the underlying page-level evidence is retained for review.
- Open source
Firm website
philosmith.com · checked October 2026