Sherman & Company

Sherman & Company is an investment banking firm established in 2004 that specializes in the convergence of insurance, healthcare, technology, and asset & wealth management industries. Operating from offices in Charlotte and New York, the firm has completed over 95 transactions representing more than $12 billion in deal value since its founding.

The firm provides merger and acquisition advisory, strategic advisory, fairness opinions, and capital advisory services. Led by seven senior bankers with over 100 years of combined industry experience, Sherman & Company leverages decades of relationships with industry executives, board members, and investors. The firm is a registered broker-dealer and member of FINRA/SIPC.

Notable transactions include advising Blue Cross Blue Shield of Michigan on the LifeSecure acquisition by Dreamscape, CIVC Partners on the acquisition of Cary Street Partners, and GAINSCO on its $400 million sale. The firm was originally established by Laughton Sherman and Walter Sherman to serve insurance clients before expanding into adjacent sectors.

Choose Sherman & Company when selling a healthcare or insurance business, seeking acquisition targets, or requiring strategic advisory for major corporate transactions. The firm excels in situations where deep industry relationships and specialized sector knowledge create competitive advantages in deal execution.

Expect a boutique investment banking experience with senior banker involvement throughout the engagement. The firm's convergence focus makes them particularly valuable for transactions involving healthcare technology, insurance-healthcare crossover, or healthcare services with significant asset management components.

Sherman & Company serves the healthcare sector primarily through its expertise with healthcare payers and insurers, reflecting the firm's origins in insurance investment banking. The firm has demonstrated experience advising major health plans like Blue Cross Blue Shield of Michigan on acquisitions. Their healthcare practice focuses on the convergence between insurance and healthcare delivery, particularly as these sectors increasingly overlap through value-based care models and integrated delivery systems.

The ideal client is an established healthcare payer, insurance company, healthcare technology firm, or asset manager with enterprise values supporting meaningful M&A transactions. Companies considering strategic alternatives, seeking growth through acquisition, or requiring fairness opinions for board-level decisions align well with the firm's capabilities and transaction history.