Sherman & Company is an investment banking/M&A firm focused on the insurance, healthcare, technology, and asset & wealth management industries.  Our clients include property & casualty insurance companies, life & health insurance companies, healthcare providers, insurance distributors, RIAs, wealth managers, and technology and services providers to the asset/wealth management, healthcare and insurance industries.

Sherman & Company is a highly successful boutique with decades of experience, representing more than $11.0 billion in closed transaction value. Our firm has expertise and longstanding relationships with public companies, closely-held enterprises, mutual insurers, private equity sponsors, and state insurance departments. The firm was founded in 2004 and has offices in Charlotte, NC and New York, NY.  

Securities transactions are offered through Sherman & Company LLC, member FINRA/SIPC. 

Sherman & Company

This department focuses on providing financial advisory services, facilitating capital raising, and executing mergers and acquisitions.

Investment Banking Division

This department is responsible for identifying growth opportunities, establishing partnerships, and driving strategic initiatives to expand the organization's market presence.

Business Development

This department provides strategic direction and oversight for the organization.

Executive Leadership

This department oversees strategic direction and management for the organization.

Leadership Group

This department oversees project planning, execution, and monitoring to ensure successful delivery and alignment with strategic goals.

Sherman & Company

Org chart

Teams

Investment Banking Division

Business Development

Executive Leadership

Leadership Group

Project Management

Offices

Sherman & Company

Org chart

Teams

Investment Banking Division

Business Development

Executive Leadership

Leadership Group

Project Management

Offices

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