Sherman & Company

With offices in New York and Charlotte, Sherman & Company is a leading investment banking and financial advisory firm focused exclusively on the insurance industry.

Founded in 2004, Sherman & Company helps clients identify and pursue strategic alternatives, devise strategies to enhance shareholder value, raise capital for established insurers, and develop new ideas and deeper perspectives.

The firm provides advice on mergers and acquisitions, valuation, and capital structure to a broad array of companies in the insurance industry.  Our insurance investment banking team has deep and diverse experience in both investment banking and insurance, which we leverage to bring our clients full senior focus and involvement in every transaction.

Our clients include property and casualty insurance companies, life and health insurance companies, insurance technology and services companies, and insurance brokerages.