Sherman & Company was established by Laughton Sherman and his father, Walter Sherman, in 2004 exclusively to serve clients in the insurance industry. This specialized focus has enabled the firm to provide superior results for our clients due to our extensive industry knowledge and longstanding relationships. With 12 professionals located in New York and Charlotte, the firm has completed 35 transactions representing $1.2 billion in deal value since 2010.
With decades of industry experience, Sherman & Company has the expertise to negotiate and structure deals for clients ranging from large public companies to privately-held, middle market companies. In addition to serving traditional property, casualty, life, and health insurers, our focus extends to non-risk bearing companies, including managing general agencies/wholesalers/program managers, third party administrators, technology companies, and service providers to insurers, health systems, and healthcare providers.
We are proficient in both statutory and GAAP accounting, and are experienced with loss reserve and actuarial analysis, underwriting, risk-based capital, and rating agency frameworks. Our insurance clients include mutual companies, reciprocals, and risk retention groups; and we have experience with various reorganizations, including demutualizations, mutual mergers, and affiliations.
Our technology and services practice focuses on companies that contribute significant value to the insurance industry. As a leading advisor, we believe no other firm offers the skills and advice to CEOs and industry decision makers that our team delivers. We bring a proven approach to maximize value for shareholders, shown by our strong deal volume over more than a decade.
Above all, we value our clients and their continued support and are proud of the professionalism, expertise, and individual attention provided by our team.