Sherman & Company is your trusted partner throughout the transaction process. With offices in New York and Charlotte, the firm has announced over 98 transactions and more than $12.0 billion in deal value.
has sold its Final Expense Business to
Sherman & Company Served as Financial Advisor to the Life & Health Mutual Insurer
$32.1 Million
has acquired
Sherman and Company Served as Financial Advisor to Collateral Holdings, LLC
Undisclosed
has acquired
Sherman & Company Served as Financial Advisor to BlueSky Wealth Advisors, LLC
Undisclosed
has acquired
Sherman & Company Served as Financial Advisor to Blue Cross Blue Shield of Michigan
Undisclosed
has acquired
Sherman & Company Served as Financial Advisor to Equality Asset Management
Undisclosed
has acquired
Sherman & Company Served as Financial Advisor to Cyrus J. Lawrence LLC
Undisclosed
has acquired the claims business of
Sherman & Company Served as Financial Advisor to CIS Group of Companies, LLC
Undisclosed
has acquired
Sherman & Company Served as Financial Advisor to Investors Life Insurance Company of North America
$87.5 Million
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
