The company advised EGI Financial Holdings Inc. in selling its United States non-standard automobile insurance operations to White Pine Insurance Company. EGI operates in Canada, the United States, and Europe.
The company advised Electric Insurance Company in acquiring renewal rights for Millers First Group’s preferred personal lines business. This includes policies in Wisconsin, Illinois, and Missouri.
The company advised Professional Risk Placements, LLC in selling its assets to The McGowan Companies. PRP specializes in Professional & Management Liability on the East Coast.
The company advised Strickland Insurance Brokers, Inc. in acquiring Tower Transportation Underwriters, Inc. Tower Underwriters specializes in commercial and public transportation risks in Virginia and Delaware.
Acted as exclusive financial advisor to J.M. Wilson Corporation (JM Wilson) in its sale to Ryan Specialty. Founded in 1920, JM Wilson has six offices throughout the United States.
PhiloSmith is led by James Amen, James Inglis, Francis "Skip" Hagerty, Michele O'Grady, and David Salmon who bring substantial investment banking and investment management experience to the firm.
The company advised S.H. Smith & Company, Inc. in merging its assets and operations into R-T Specialty, LLC, a unit of Ryan Specialty Group, LLC. S.H. Smith, based in Hartford, CT, operates across four segments: Professional & Management Liability, Commercial Property & Casualty, In-House Underwriting, and Program Business.
