Sherman & Company

Address : 6302 Fairview Rd, Charlotte, North Carolina 28210-0068, United States

Industries : Investment Banking, Insurance

Company Description

Sherman & Company is an investment banking 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, and technology and services providers to the healthcare and insurance industries.The firm provides advice on mergers and acquisitions, valuation, and capital structure to a broad array of companies. We have talented bankers with exceptional experience from large financial institutions such as Andersen, Bank of America, Citicorp, HSBC, SCOR, The Hartford, Transamerica, and Wells Fargo. Sherman & Company is a highly successful boutique with decades of experience, representing more than $10.0 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.

Specialities

Mergers
Capital Raising
Fairness Opinions
Healthcare
Investment Banking
Health, Wellness & Fitness
Capital Markets

Acquisitions
Strategic Advisory
Regulatory Advisory
Insurance
Health Care
Hospital & Health Care
Financial Services

Financial

Employees Total : 30

Revenue (Yearly) : 10.0M

Miscellaneous

Founded in : 2004

Linkedin : sherman-&-company

Hosting : Amazon AWS

Load Balancers : Varnish

Tech : Mobile Friendly

Fonts : Typekit

Captcha : reCAPTCHA

Last Updated : 2023-10-09

Employees

Otto Lowe ( Managing Director )
Andrew Felder ( Director Of Business Development )
Elizabeth Golden ( Managing Director )
Laura Nestico ( Vice President )
Lindsay Lambertson ( Vice President at Sherman & Company )
Pam Carico ( Managing Director & CFO )

Taylor Stegall ( Business Development - Investment Banking )
Matt Hagan ( Investment Banking Associate )
Matt Beltz ( Managing Director )
Andrew Merrills ( Investment Banking Analyst )
Cristiana Sauer ( Investment Banking Analyst )

Alumni

Jennifer Karl ( Investment Banking Analyst )
Nick Falcone ( Investment Banking Analyst )
Chris Whiddon ( Associate | Insurance Mergers & Acquisitions )
Josh Cramer ( Investment Banking Analyst )
Caitlin Owens ( Investment Banking Associate )
Charlie Rymer ( Summer Analyst )

Paul Hoffman ( Managing Director | Head of Technology and Services Investment Banking )
Jack Berczi ( Investment Banking Analyst )
Andrew Allred ( Summer Analyst )
Justin Ruchka ( Associate | Investment Banking )
Mark Watters ( Investment Banking Associate )