Sherman &

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.