CLT | (704) 943-2600
NY | (212) 897-9444
Sherman & Company is your trusted partner throughout the transaction process. With offices in New York and Charlotte, the firm has announced over 80 transactions and more than $10 billion in deal value.
has acquired
Sherman & Company Served as Financial Advisor to van Wagenen Financial Services, Inc.
UNDISCLOSED
has acquired
Sherman & Company Served as Financial Advisor to Convergent Financial Technologies
Undisclosed
has acquired
Sherman & Company Served as Financial Advisor to STEP Solutions Group LLC
UNDISCLOSED
has demutualized and been acquired by
Sherman & Company Advised West Virginia Mutual Insurance Company Board of Directors
$110.0 Million
has acquired
Sherman & Company Served as Financial Advisor to H.W. Kaufman Group
Undisclosed
has acquired
Sherman & Company Served as Financial Advisor to NI Holdings, Inc.
$45.0 Million
has acquired
Sherman & Company Served as Financial Advisor to LISI, Inc. and CoPower, Inc.
Undisclosed
has acquired
Sherman & Company Served as Financial Advisor to International Specialty Insurance Services Inc.
Undisclosed
has acquired
Sherman & Company Served as Financial Advisor to DAVID Corporation
Undisclosed
Sherman & Company is an investment banking firm dedicated to the convergence of the insurance, healthcare, technology, and asset & wealth management industries.
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Securities transactions are offered through Sherman & Company LLC, member FINRA/SIPC
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