Sherman & Company Overview

  • Service
  • Investment Bank
  • Founded
  • 2004
Founded
  • Employees
  • 12
Employees
  • Serviced Companies
  • 27
  • Serviced Deals
  • 25
  • Serviced Investors
  • 24

Sherman & Company General Information

Description

Established in 2004 Sherman & Company is an investment bank based in Charlotte, North Carolina. The firm provides financial advisory focused exclusively on the healthcare and insurance industries. The firm provides advice on mergers and acquisitions, valuation, and capital structure to a broad array of companies. The firm caters to the real estate, insurance, and healthcare industry.

Contact Information

Year Founded
2004
Service Provider Type
Investment Bank
Primary Office
  • One Fairview Center
  • 6302 Fairview Road, Suite 320
  • Charlotte, NC 28210
  • United States
+1 (704) 000-0000

Sherman & Company Services to Companies

Service on a Deal (25)

Company Name Service Provided Deal Date Deal Type Deal Amount
Gainsco Auto Insurance Advisor: General Dec 2020 00000 0000000
0000000000 0000000 Advisor: General Dec 2020 00000 0000000
0000000 00000 0000 Advisor: General Nov 2020 00000 0000000
0000 00000000 0000 Advisor: General Oct 2020 00000 0000000
00000000 0000000 Advisor: General Mar 2020 00000 0000000
0000 Advisor: General Aug 2019 00000 0000000
0000000000000 0000 Advisor: General May 2019 00000 0000000
00000 Advisor: General Dec 2018 00000 0000000
Athenium Advisor: General May 2018 00000 0000000
Benecaid Health Benefit Solutions Advisor: General Apr 2018 00000 0000000
You’re viewing 10 of 25 services to companies. Get the full list »
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Sherman & Company Services to Investors

Service on a Deal — Buy Side (27)

Investor Name Service Provided Deal Date Deal Type Deal Amount
NI Holdings Advisor: General Jan 2020 00000 0000000
0000 0000000 00000 Advisor: General Dec 2018 00000 0000000
0000000 Advisor: General Dec 2017 00000 0000000
0000 Advisor: General Jun 2017 00000 0000000
000000 000000000 Advisor: General Nov 2016 00000 0000000
00000000 Advisor: General Jun 2016 00000 0000000
000000000 00000000 Advisor: General Mar 2016 00000 0000000
00000 Advisor: General Aug 2015 00000 0000000
Gryphon Investors Advisor: General Nov 2014 00000 0000000
Prosperity Life Group Advisor: General Oct 2014 00000 0000000
You’re viewing 10 of 27 services on a deal — buy side. Get the full list »

Service on a Deal — Sell Side (2)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Kingsway Financial Services Advisor: General Mar 2011 00000 0000000
000000000 0ñ00000 Advisor: General Dec 2010 00000 0000000
To view Sherman & Company’s complete services on a deal — sell side history, request access »

Sherman & Company Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Sherman & Company Team (14)

Name Title Deals Office Contact
Info
F. Laughton Sherman Founder, Managing Director & Chief Executive Officer New York, NY
Pamela Carico Managing Director & Chief Financial Officer Charlotte, NC
John Terrando Managing Director New York, NY
Otto Lowe Senior Vice President Charlotte, NC
Paul Hoffman Senior Vice President 0 Charlotte, NC
You’re viewing 5 of 14 team members. Get the full list »