One Fairview Center, 6302 Fairview Road, Suite 320,
Charlotte, North Carolina 28210
United States
(704) 943-2600
www.sherman-company.com
info@sherman-company.com
Sherman & Company Holdings LLC is an investment bank focused on serving large public companies to privately-held, middle-market companies from the healthcare and insurance industry. The Firm's practice areas include mergers & acquisitions, capital raising, strategic advisory, fairness opinions, and regulatory advisory services. Formed in 2004, Sherman & Co. was formally known as LMC Capital and is based in Charlotte, North Carolina.
| Year | ≤ '19 | '20 | '21 | '22 | '23 | '24 | T |
|---|---|---|---|---|---|---|---|
| Buyside (0.2/yr) | 7 | 1 | - | - | - | - | 8 |
| Sellside (0.8/yr) | 18 | - | - | 2 | 1 | 1 | 22 |
| 30 | |||||||
| Target Company | Date | Value | Type |
|---|---|---|---|
| Sign-up to View | 2024-03-26 | - | Internet Software and Services |
| Sign-up to View | 2023-06-15 | - | Software |
| Sign-up to View | 2022-07-13 | - | Insurance |
| Sign-up to View | 2022-06-09 | - | Internet Software and Services |
| Sign-up to View | 2020-01-03 | - | Insurance |
| Sign-up to View | 2019-02-21 | - | Machinery |
| Sign-up to View | 2018-11-01 | - | Insurance |
| Sign-up to View | 2017-09-06 | - | Insurance |
| Sign-up to View | 2017-08-08 | - | Information Technology |
| Sign-up to View | 2016-06-13 | - | Software |
| View All >> | |||
| Sector | # | Value | |
|---|---|---|---|
| Insurance | Sign-up to View | ||
| Software | Sign-up to View | ||
| Internet Software and Services | Sign-up to View | ||
| Information Technology | Sign-up to View | ||
| Business Services | Sign-up to View | ||
| Machinery | Sign-up to View | ||
| Total | Sign-up to View | ||
| State/Country | # | Value | |
|---|---|---|---|
| United States | Sign-up to View | ||
| California | Sign-up to View | ||
| Georgia | Sign-up to View | ||
| Connecticut | Sign-up to View | ||
| Tennessee | Sign-up to View | ||
| Germany | Sign-up to View | ||
| Ireland | Sign-up to View | ||
| Domestic | Sign-up to View | ||
| Cross-border | Sign-up to View | ||
| Total | Sign-up to View | ||
| Type | # | Value | |
|---|---|---|---|
| Add-on Acquisition | Sign-up to View | ||
| Divestiture | Sign-up to View | ||
| Secondary Buyout | Sign-up to View | ||
| Total | Sign-up to View | ||
| PE Firms (1) | Deals |
|---|---|
|
Sign-up to View |
1 |
| Corporate (26) | Deals |
|---|---|
|
Sign-up to View |
2 |
|
Sign-up to View |
2 |
|
Sign-up to View |
2 |
| Value | # | TOTAL |
|---|---|---|
| < $100M | Sign-up to View | |
| TOTAL | Sign-up to View | |
| Largest |
CDS Business Mapping, LLC $78M (2013-01-18) |
|
