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

  • Behavioral Health
  • Benefits Administration Technology
  • Clinical Healthcare Staffing
  • Dental Practices
  • Healthcare Information Technology
  • Home Care
  • Home Health
  • Hospice
  • Hospitals and Health Systems
  • Managed Care Organizations
  • Palliative Care
  • Payor Services
  • Pharmacy Benefits Management
  • Physician Practices
  • Provider Services Revenue Cycle Management
  • Virtual Health/Telehealth

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 85 transactions and more than $11.5 billion of deal value.

Learn More
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has acquired Reserve National Insurance Company from

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

$90.0 Million

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has acquired

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Sherman & Company Served as Financial Advisor to Strategic Insurance Software

Undisclosed

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has acquired

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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 320
Charlotte, NC 28210

NEW YORK

437 Madison Avenue
23rd Floor
New York, NY 10022

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the right partner.

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