M&A advisers
Sherman & Company is a boutique investment banking firm based in the United States, with offices in Charlotte, NC, and New York, NY. Founded in 2004, the firm specializes in the insurance, healthcare, technology, and asset & wealth management industries. Their clientele includes property & casualty and life & health insurance companies, healthcare providers, insurance distributors, RIAs, wealth managers, and technology and services providers to these sectors.
The firm has a notable track record, representing over $11.0 billion in closed transaction value. They engage with public companies, closely-held enterprises, mutual insurers, private equity sponsors, and state insurance departments. Sherman & Company LLC, a member of FINRA/SIPC, handles securities transactions for the firm.
