Sherman & Company
Investment, Funds and Trusts • 
One Fairview Center, 6302 Fairview Road, United States • 51-100 Employees
Company overview
| Headquarters | One Fairview Center, 6302 Fairview Road, Suite 320, Charlotte, NC 28210, US |
| Phone number | +17049432600 |
| Website | |
| SIC | 621 |
| Keywords | Healthcare, Capital Raising, Mergers & Acquisitions, Insurance, Regulatory Advisory, Strategic Advisory & Fairness Opinions |
| Founded | 2004 |
| Employees | 51-100 |
| Socials |
Key Contacts at Sherman & Company
James Mclain
Managing Director
Andrew Felder
Managing Director - Business Development
Jeffrey Hathaway
Managing Director
Matt Beltz
Managing Director
Joshua Mason
Managing Director
Pam Carico
Managing Director & Cfo
Sherman & Company Email Formats
Sherman & Company uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 48.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name}@company.com | john.doe@company.com | 48.2% |
{first name initial}{last name}@company.com | {first name initial}doe@company.com | 24.1% |
{first name}@company.com | john@company.com | 12.4% |
{last name}.{first name}@company.com | doe.john@company.com | 8.9% |
{first name}{last name}@company.com | johndoe@company.com | 6.4% |
About Sherman & Company
Sherman & Company is an investment banking/M&A 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, RIAs, wealth managers, and technology and services providers to the asset/wealth management, healthcare and insurance industries. Sherman & Company is a highly successful boutique with decades of experience, representing more than $11.0 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.
Sherman & Company revenue & valuation
| Annual revenue | $9,955,677 |
| Revenue per employee | $175,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment, Funds and Trusts industry and current estimated revenues | $31,900,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Sherman & Company has 16 employees across 4 departments.
Departments
Number of employees
Funding Data
Sherman & Company has never raised funding before.
Sherman & Company Tech Stack
Discover the technologies and tools that power Sherman & Company's digital infrastructure, from frameworks to analytics platforms.
CDN
Font scripts
CDN
Security
Accessibility
JavaScript libraries
Hosting
Miscellaneous
JavaScript libraries
Miscellaneous
Security
JavaScript libraries
Belgium
Canada
Spain
GermanyFrequently asked questions
4.8
40,000 users
