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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| PhiloSmith & Co. | Partner | Aug 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 & Company | Analyst, Mergers and Acquisitions Group | Jul 2006 to Jul 2009 | — |
Education
Colby College
B.A., Economics with a Concentration in Financial Markets
2002 — 2006
Skills & Expertise
Others at Philosmith Capital Corp. (6)
| Name | Role | Location |
|---|---|---|
| Vice President | New York, NY , United States | |
J James Amen | Managing Partner | Stamford, CT , United States |
J Jamie Inglis | Managing Director, Partner | Stamford, CT , United States |
| Managing Director and Partner | Stamford, CT , United States | |
| Senior M and A Analyst | United States | |
| Summer Analyst | Marlboro Township, NJ , United States |