Industry Focused Investment Banking

Insurance. Healthcare. Technology. Asset & Wealth Management.

2004

Founded

$11.7 Billion+

in deal value

87+

CLOSED Transactions

Investment Banking Services

Merger & Acquisitions Advisory

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Strategic Advisory

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Fairness Opinions

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Capital Advisory

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See some of our latest transactions

With offices in New York and Charlotte, the firm has announced over 87 transactions and more than $11.7 billion of deal value.

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has acquired Reserve National Insurance Company from

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Sherman & Company Served as Financial Advisor to Medical Mutual of Ohio

$90.0 Million

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has acquired

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Sherman & Company Served as Financial Advisor to Strategic Insurance Software

Undisclosed

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has acquired

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Sherman & Company Served as Financial Advisor to GAINSCO

$400.0 million

The Sherman & Company team has decades of combined experience in insurance, healthcare, technology, asset & wealth management and investment banking, and we put it to work for our clients each and every day.  Our vast and longstanding network of relationships with industry executives, board members, and investors enhances our ability to guide clients through a successful transaction.

Meet the team

"Sherman & Company represented GAINSCO and found the absolute best partner for our company, negotiated an exceptional price for our shareholders and played a key role in building a very solid transaction structure. I am very grateful for Sherman & Company's contributions and this very special relationship cultivated with State Farm."

-Bob Stallings, Executive Chairman of GAINSCO, Inc.

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Sherman & Company is an investment banking firm dedicated to the convergence of the insurance, healthcare, technology, and asset & wealth management industries.

CHARLOTTE

One Fairview Center
6302 Fairview Road,
Suite 320
Charlotte, NC 28210

NEW YORK

437 Madison Avenue
23rd Floor
New York, NY 10022

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© SHERMAN & COMPANY  |  FINRA BrokerCheck | LEGAL
Securities transactions are offered through Sherman & Company LLC, member FINRA/SIPC