Industry Focused Investment Banking

Insurance. Healthcare. Technology. Asset & Wealth Management.

2004

Founded

$11.9 Billion+

in deal value

90+

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 90 transactions and more than $11.9 billion in 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