Sherman & Company

Sherman & Company is an investment banking\/M&A firm that focuses on the insurance, healthcare, technology, and asset & wealth management industries. They serve a range of clients, including 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. Established in 2004, Sherman & Company has a successful track record, having represented more than $11.0 billion in closed transaction value. Their expertise and relationships extend to public companies, closely-held enterprises, mutual insurers, private equity sponsors, and state insurance departments. The company operates in Charlotte, NC, and New York, NY. Sherman & Company LLC offers securities transactions, being a member of FINRA\/SIPC. With a strong focus on specific industries and a solid transaction record, Sherman & Company stands as a reputable boutique investment banking firm in the United States. This text aims to provide a concise overview of Sherman & Company, highlighting its core focus, expertise, track record, and operating locations while also underscoring its membership in FINRA\/SIPC for securities transactions.