Brian Sherman

Brian Sherman

Vice President

New York Valuations & Opinions bsherman@lincolninternational.com +1 (917) 719-4478

I deliver tailored, insightful guidance to my clients and develop long-term partnerships built on excellence.

Who We Are / Our People / Brian Sherman

Brian provides valuation advisory services to private equity sponsors, hedge funds, institutional money managers, insurance companies, banks and law firms that hold complex and esoteric financial assets, with a focus on residential mortgage-backed securities, commercial real estate, collateralized loan obligations and other asset-backed investments.

Brian has more than a decade of experience in financial markets with specializations in structuring, trading and analyzing complex financial instruments. He counsels clients on a wide variety of valuation matters.

Prior to joining Lincoln, Brian was a Portfolio Manager at Freddie Mac where he managed the execution of complex structured product offerings. Before that, he worked at Fannie Mae focusing on mortgage and securitization policy.

Brian earned a Bachelor of Science in finance from Wake Forest University. He is a Chartered Financial Analyst.

Recent Transactions in Valuations and Opinions

Lincoln International is pleased to announce IBEX Limited has repurchased shares from The Resource Group International, Limited

Business Services

Lincoln International advised Levine Leichtman Capital Partners on completing a multi-asset continuation vehicle transaction involving Blue Ridge ESOP Associates, Milton Industries, and Resolution Economics

Business Services

Lincoln International advised Phoenix Equity Partners in completing a multi-asset continuation vehicle transaction involving Nineteen Group and Envisage Dental

Lincoln International advised Chain Bridge Bancorp, Inc. regarding dual-class stock structure implementation in connection with an IPO

Business Services | Financial Institutions

Lincoln International advised DwyerOmega, a portfolio company of Arcline Investment Management, on the acquisition of Process Sensing Technologies Ltd.

Lincoln International advised Midwestern Electric, a portfolio company of CAI Capital Partners, on its partnership with Bear Electric

Lincoln International advises Krayden on the acquisition of Aerospheres

Aerospace & Defense

Lincoln International advised Liberty Hall Capital Partners on completing a single asset continuation vehicle involving Comply365

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Meet our Senior Team in Valuations and Opinions

I view working with clients as a partnership that is collaborative, insightful and transparent and deliver with the highest level of service, attention and execution.

Smitha Balasubramanian

Managing Director

Chicago

I enjoy navigating complex scenarios in real time to provide independent and trustworthy valuation advice.

Nick Baldwin

Managing Director

London

I find immense fulfillment in enabling clients to achieve their objectives and navigate the complexities of today's ever-changing landscape.

Chris Croft

Managing Director & Co-head of Transaction Opinions

New York

Individual board members have different levels of sophistication and I find it my obligation to distill the financial information in sometimes complicated, bet-the-firm transactions into easy to understand presentations.

William Epstein

Managing Director

Los Angeles

I am committed to delivering ‘high touch’ client service and thoughtful advice, based on an analytical approach grounded in relevant transaction experience.

Michael Fisch

Managing Director

Chicago

I enjoy sharing insights about market and valuation trends with my clients, while also leading a differentiated and high-touch process.

Brian Garfield

Managing Director & Head of U.S. Portfolio Valuations

New York

I enhance my clients’ decision making and governance processes by providing independent and objective financial advice in a highly responsive manner.

Chris Gregory

Managing Director & Co-head of Transaction Opinions

New York

Leading high-performing and engaged teams who share my enthusiasm for supporting client objectives with high quality work is a key motivator for me.

Varun Gupta

Managing Director

Mumbai

I find every day has a new opportunity or situation to solve. I seek to understand my clients’ point of view and how it fits with the market at the time of a valuation.

Neal Hawkins

Managing Director

Chicago

I am passionate about combining my background in capital markets and private credit transactions with sound valuation principles to provide clients with market-leading perspectives and advice.

Robert Horak

Managing Director

Chicago

I enjoy the opportunity to provide clients with insightful and unbiased advice that will help them make the most informed decisions possible.

Ron Kahn

Managing Director & Co-head of Valuations & Opinions

Chicago

I provide senior-level attention and in-depth industry, transaction and valuation expertise to benefit clients in the continuously evolving marketplace.

Lawrence Levine

Managing Director

Chicago

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