Sherry Capital Advisors
Sherry Capital Advisors LLC is a privately held investment-banking firm headquartered in Bainbridge Island, Washington. Its public company profile states that it provides tailored search capabilities to private-equity clients, financing options to commercial clients, and focused sell-side advisory services. Publicly identifiable activity also includes collaboration on a commercial real-estate offering in Olympia, Washington.
What stands out about Sherry Capital Advisors
Publicly stated information establishes sell-side advisory, private-equity search, financing assistance, and specialties including mergers and acquisitions, corporate sales, private equity, technology, and management buyouts. It also identifies commercial-real-estate activity, but does not establish a universal sector or geographic mandate, completed transaction history, fee terms, or firm-level broker-dealer or investment-adviser registration.[1][2][3][4][5]
What does Sherry Capital Advisors do?
Sherry Capital Advisors LLC is a privately held investment-banking firm headquartered in Bainbridge Island, Washington. Its company-controlled profile lists 2–10 employees and identifies the firm with investment banking. The firm’s public website is sherryadvisors.com.[1][2]
Sherry Capital Advisors states that it provides tailored search capabilities to private-equity clients, financing options to commercial clients, and focused sell-side advisory services. The company lists mergers and acquisitions, corporate sales, private equity, technology, and management buyouts as specialties.[2]
Owners comparing advisory firms can also review Auxo’s M&A advisor vs. business broker vs. investment bank comparison, advisor-selection guide, and sell-side advisor evaluation framework.
What should a business owner evaluate before hiring Sherry Capital Advisors?
An owner evaluating the firm should request recent closed-deal references and identify the senior professional responsible for the proposed mandate. The owner should also clarify fee and expense terms, buyer or investor reach, conflicts involving financing or commercial-real-estate brokerage activity, and whether the engagement would involve Sherry Capital Advisors LLC directly or another legal entity or broker-dealer. The individual BrokerCheck record does not establish the firm’s firm-level registration status.[2][3][5]
What transaction-size, revenue, EBITDA, sector, and geography criteria does the firm currently accept
What size transactions and clients does Sherry Capital Advisors focus on?
Commercial real estate and property activity are supported by a Commercial Brokers Association listing and by a public Olympia, Washington retail investment offering involving Sherry Capital Advisors LLC. The company profile also lists technology among the firm’s specialties. The company profile does not publish a universal sector mandate.[2][4]
Brevitas identifies SRS National Net Lease Group as collaborating with Sherry Capital Advisors LLC on an offering for a 2-tenant, NNN-leased retail investment at 3406 12th Ave NE, Olympia, Washington, listed at $15,354,000. The offering is an active example and does not establish that it closed.[4]
The firm’s stated transaction capabilities include focused sell-side advisory, mergers and acquisitions, corporate sales, private-equity search, private equity, financing options for commercial clients, and management buyouts. The company profile does not publish transaction-size, revenue, EBITDA, ownership, or client-qualification criteria. The Commercial Brokers Association listing does not publish transaction-size criteria or client-qualification thresholds.[2][3]
What does Sherry Capital Advisors publicly disclose about fees, process and engagement terms?
The company profile does not publish transaction fees, minimum fees, engagement terms, completed-deal values, or a universal sector and geographic mandate. The Commercial Brokers Association listing does not publish completed-deal history, advisory fee terms, transaction-size criteria, or client-qualification thresholds. The Brevitas offering does not disclose whether the offering closed, the eventual buyer, or the final consideration terms. The individual BrokerCheck record does not establish firm-level broker-dealer or investment-adviser registration status for Sherry Capital Advisors LLC.[2][3][4][5]
FINRA BrokerCheck identifies Michael A. Sherry as an owner of Sherry Capital Advisors, LLC and describes that activity as not investment related. The same record identifies Michael A. Sherry as a registered representative of Entoro Securities, LLC. The individual BrokerCheck record does not establish the firm-level broker-dealer or investment-adviser registration status of Sherry Capital Advisors LLC.[5]
The cited company profile does not identify an official completed-transaction archive or specific completed advisory assignments. The Commercial Brokers Association listing does not publish completed-deal history or advisory fee terms.[2][3]
Questions to ask before hiring Sherry Capital Advisors
Which recent sell-side M&A or corporate-sale assignments has the firm completed, and may the owner contact references?
What transaction-size, revenue, EBITDA, sector, and geography criteria does the firm currently accept?
What are the upfront, success, retainer, expense, tail, and termination provisions?
Will the engagement involve Sherry Capital Advisors LLC directly or a separate entity associated with Michael A. Sherry, including Entoro Securities, LLC?
What authority or licensing, if any, would apply to the contemplated securities or financing services?
What conflicts could arise from commercial-real-estate brokerage, financing, development, or investment activities?
What is the firm's current firm-level regulatory and legal-entity structure for the proposed engagement?
Sources & research notes
- Official website / firm overview
- Identity / organization record
- Geography / market coverage
- Property / asset focus
- FINRA regulatory record
How this profile was researched
Auxo profiles are prepared from publicly available primary and authoritative sources and reviewed for entity identity, factual support and disclosure consistency. When a fact cannot be supported by the reviewed public record, the profile identifies it as something to confirm directly rather than inferring it.
Independent research profile
This profile was prepared by Auxo Capital Advisors from publicly available information believed to be reliable and is provided solely for informational and educational purposes. It is not an endorsement, recommendation, ranking, solicitation, or representation regarding the profiled firm, its services, qualifications, transaction experience, regulatory status, financial condition, or suitability for any particular person, company, transaction, or investment.
Information obtained from third-party and public sources may be incomplete, inaccurate, outdated, or subject to change, and Auxo Capital Advisors makes no representation or warranty, express or implied, as to its accuracy, completeness, or timeliness. Readers should conduct their own independent diligence and consult appropriate professional advisers before engaging any advisor, intermediary, investor, lender, acquirer, or other transaction counterparty.
Broker-dealer and securities disclosure
Auxo Capital Advisors is an affiliate of Weild & Co., Member FINRA | SIPC. Securities-related activities and securities transactions are conducted through Weild & Co.
Nothing contained on this page constitutes an offer to sell, an offer to purchase, or a solicitation of an offer to buy or sell any security, investment product, or financial instrument. Nothing on this page constitutes investment advice, a recommendation regarding any security, or a recommendation to enter into any transaction with the profiled firm or any other party.
Any securities transaction, capital-raising engagement, investment-banking engagement, or other securities-related activity involving Auxo Capital Advisors or Weild & Co. is subject to applicable regulatory requirements, internal review and approval, suitability and other applicable diligence requirements, and the terms of a separate written engagement or transaction agreement, as applicable.
Inclusion of a third-party firm in this directory does not imply affiliation with, sponsorship by, endorsement by, or any other relationship with Auxo Capital Advisors or Weild & Co. unless expressly stated otherwise.