Meet Our Team

James M. McLain

Managing Director

James McLain is responsible for sourcing and supporting banking transactions in the healthcare providers & health systems, healthcare services, healthcare payer services, and pharma services sectors.  

Mr. McLain has over 30 years of investment banking experience, including the last 20 years in the middle markets, where he has advised owners, boards, and management teams on mergers & acquisitions and other strategic transactions across a wide range of healthcare subsectors.

Before joining Sherman & Company, Mr. McLain held senior positions at leading investment banking firms, including FTI Capital Advisors, Coker Capital Advisors, and Brown Brothers Harriman where he led the Healthcare Services practice within the M&A Group.  He began his career as an investment banking analyst at Smith Barney.

Mr. McLain brings a strong understanding of the healthcare industry with an emphasis on health systems, behavioral health, home health, diagnostic laboratories, specialty physician practices, payer services, pharmaceutical services, revenue cycle management, and medical technology & products.

Mr. McLain graduated cum laude with honors from Williams College and earned an MBA from the University of Chicago Booth School of Business.  He is a CFA charterholder and holds FINRA Series 7, 63, and 79 licenses.

Contact info:

(917) 582-5793  

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Meet the Team

Matthew D. Beltz

Managing Director

Pamela B. Carico

CFO and Managing Director