SFP
Sherwood Financial Partners LLC Portfolio
Invests via Sherwood Financial Partners LLC | Managed by Matthew Davis, Hannah Boundy
Invests via Sherwood Financial Partners LLC
Managed by Matthew Davis, Hannah Boundy
Automatically Tracked
Company Profile
Boutique investment bank focused on M&A advisory, capital raising and strategic advisory for middle-market clients across financial services and fintech. Sherwood Financial Partners LLC leverages senior banking experience to advise on sell-side and buy-side transactions, capital structure optimization and growth financings. The firm positions itself as a sector-focused advisor delivering execution, valuation insight and access to strategic and institutional buyers.
Boutique investment bank focused on M&A advisory, capital raising and strategic advisory for middle-market clients across financial services and fintech. Sherwood Financial Partners LLC leverages senior banking experience to advise on sell-side and buy-side transactions, capital structure optimization and growth financings. The firm positions itself as a sector-focused advisor delivering execution, valuation insight and access to strategic and institutional buyers.
Investment Philosophy & Strategy
Centers on sector-specialist advisory and selective principal investing to unlock value in middle-market financial services and fintech. Pursues deal-led capital deployment that complements M&A advisory — preferring minority growth positions, structured financings, and SPV co-investments that reinforce client outcomes. Underwrites opportunities with a valuation-driven, outcome-oriented lens, prioritizing recurring revenue models, regulatory defensibility, and scalable technology. Balances short-to-medium transactional time horizons with disciplined downside protection and exit-aware structuring to maximize strategic buyer interest.
Centers on sector-specialist advisory and selective principal investing to unlock value in middle-market financial services and fintech. Pursues deal-led capital deployment that complements M&A advisory — preferring minority growth positions, structured financings, and SPV co-investments that reinforce client outcomes. Underwrites opportunities with a valuation-driven, outcome-oriented lens, prioritizing recurring revenue models, regulatory defensibility, and scalable technology. Balances short-to-medium transactional time horizons with disciplined downside protection and exit-aware structuring to maximize strategic buyer interest.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
21.35%
Gain +0.01%
Monthly
1.04%
Yearly
13.31%
Drawdown
12.02%
$122.07M
Equity
Holdings
$122.07M
Investment
$101.49M
$21.38M
Profit +$14,318.32
Realized
$798,290.75
Unrealized
$20.58M
Dividends
$3.98M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$14,318.32
Win %
75%
This Week
Compared To Last Week
Gain
0.01%
Profit
$14,318.32
Win %
75%
This Month
Compared to last month
Gain
-1.62%
Profit
-$2M
Win %
75%
This Year
Compared to last year
Gain
7.93%
Profit
$8.97M
Win %
80%
Events
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Dividends
Dividend Analysis
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| Trades 41 | Longs Won 34/41 82% | Profit Factor 292.67 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.64M |
| Average Win $630,945.61 | Best Trade (Jul 19) $8.29M | Sharpe Ratio -176.77 |
| Average Loss -$10,471.14 | Worst Trade (Jun 29) -$25,970.95 | Z-Score 3.93 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w 2d | Expectancy $521,435.43 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.69% |
| Consecutive Losing Trades | 11,628 | 10,465 | 9,302 | 8,140 | 6,977 | 5,814 | 4,651 | 3,488 | 2,326 | 1,163 |
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Returns
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Option values are updated at end of day.
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