We consistently rank as a top M&A advisor for insurance companies and insurance agents and brokers under $500 million in value. We work as both buy and sell-side advisors. In addition to M&A advisory, our corporate finance services include mutual company affiliation advisory, private debt and equity placements, seed capital raising, demutualization and ESOP appraisals, and fairness opinions.

Website: philosmith.com

Phone: (203) 348-7365

Cross Streets: Near the intersection of Landmark Sq and Broad St