Our Clients

Serving our clients is our passion.  All day, every day. Our entire team is completely focused on ensuring the most successful outcome for every client we serve. We have strong knowledge of all of the below sectors, and we are industry leaders in advising companies on transformational and industry leading transactions.

Industry Experience

Insurance

Carriers

  • Auto & Home
  • Life & Health
  • Medical Professional Liability
  • Multi line
  • Property Casualty Commercial
  • Title
  • Warranty/Vehicle Service Contract Administrators

Distribution

  • Benefits General Agencies
  • Digital Distribution
  • Life/Annuity Distribution
  • MGAs/MGUs/Program Managers
  • Retail Brokers
  • Wholesale Brokers

Services

  • Ancillary Services
  • Inspection Companies
  • Loss Adjusters
  • Premium Audit Companies
  • Third Party Administrators

Technology

  • Claims Management
  • Data and Analytics
  • Digital
  • Policy Management
  • RMIS

Healthcare

Healthcare Technology & Business Services

  • Payer/Provider Technology & Services
  • EHR & Practice Management
  • Revenue Cycle Management
  • Value-based Care Enablement
  • Benefits Administration Technology & Outsourced Services
  • Data/Analytics

Healthcare Providers

  • Behavioral Health
  • Healthcare Providers
  • Healthcare Staffing
  • Home Health & Hospice
  • Hospitals/Health Systems
  • Long-term/Post-acute Care

Healthcare Payers

  • Major Medical
  • Medicare & Medicaid
  • Supplemental Health
  • TPA/TPA Services

Pharma Services

  • Clinical Research Organizations
  • Contract Development and Manufacturing Organizations
  • Site Management Organizations
  • Site Adjacent Services

Technology

  • Data and Analytics
  • Healthcare Information Technology & Tech Enabled Services
  • HR & Payroll
  • Insurance Technology & Tech Enabled Services

Asset & Wealth Management

  • Institutional Asset Management
  • Registered Investment Advisors
  • Retirement Administration
  • Wealth Management

See some of our latest transactions

With offices in New York and Charlotte, the firm has announced over 93 transactions and more than $12.0 billion in deal value.

Learn More
company logo

Heading

has acquired Reserve National Insurance Company from

company logo

Heading

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

$90.0 Million

company logo

Heading

has acquired

company logo

Heading

Sherman & Company Served as Financial Advisor to Strategic Insurance Software

Undisclosed

company logo

Heading

has acquired

company logo

Heading

Sherman & Company Served as Financial Advisor to GAINSCO

$400.0 million

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 309
Charlotte, NC 28210

NEW YORK

437 Madison Avenue
23rd Floor
New York, NY 10022

Let us help you find
the right partner.

Get Started

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