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David Salmon

Partner at Philosmith Capital Corp.

Stamford, CT , United States

About

David Salmon is a Partner and Managing Director at PhiloSmith & Company (also referred to as PHILOSMITH CAPITAL CORP), based in Stamford, CT. In his current role, he oversees the firm’s day-to-day M&A advisory activities and cultivates client relationships, having led or assisted on over 30 transactions ranging in value from $2 million to $70 million. His work is highly specialized in the insurance sector, particularly with insurance agents, brokers, and companies, focusing on mergers and acquisitions within the insurance distribution space.

Prior to joining PhiloSmith in 2009, Mr. Salmon was an Analyst in the Mergers & Acquisitions Group at Jefferies & Company. He brings deep expertise in deal structuring, market analysis, and transaction execution for insurance and financial services clients. Throughout his tenure, he has played a pivotal role in expanding PhiloSmith's advisory business within the insurance distribution industry.

Mr. Salmon earned his A.B. in Economics with a concentration in Financial Markets, graduating magna cum laude from Colby College. He holds FINRA Series 7, 24, 63, and 79 registrations, underscoring his professional qualifications in investment banking. His notable achievements include significant contributions to industry M&A activity and thought leadership in insurance agent and broker consolidation trends.

Career History

OrganizationRoleDate RangeDetails
PhiloSmith & Co.PartnerAug 2009 to Present
PhiloSmith & Co. is a leading, independent investment bank focused on providing financial and strategic advice on mergers and acquisitions to insurance companies, insurance agents/brokers, and special...
Jefferies & CompanyAnalyst, Mergers and Acquisitions GroupJul 2006 to Jul 2009

Education

Colby College

B.A., Economics with a Concentration in Financial Markets

2002 2006

Skills & Expertise

Financial Modeling
Valuation
Financial Analysis
Due Diligence
Investment Banking
Capital Markets
Private Equity
Equities
Corporate Finance
Investments
Project Management
Human Resources
Sourcing
Strategy
Sales

Others at Philosmith Capital Corp. (6)

NameRoleLocation
Andrew Yazmer
Andrew Yazmer
Vice PresidentNew York, NY , United States
J
James Amen
Managing PartnerStamford, CT , United States
J
Jamie Inglis
Managing Director, PartnerStamford, CT , United States
Michele O'Grady
Michele O'Grady
Managing Director and PartnerStamford, CT , United States
Anurag Pandey
Anurag Pandey
Senior M and A AnalystUnited States
Jessica Hamelsky
Jessica Hamelsky
Summer AnalystMarlboro Township, NJ , United States