Waller Helms Advisors Overview

  • Service
  • Financing Advisory
  • Founded
  • 2014
Founded
  • Employees
  • 25
Employees
  • Serviced Companies
  • 68
  • Serviced Deals
  • 74
  • Serviced Investors
  • 25

Waller Helms Advisors General Information

Description

Waller Helms Advisors is an investment banking firm focused on the insurance and healthcare industry and based in Chicago, Illinois. Founded in 2014, the firm provides services related to mergers and acquisitions, fairness opinions, initial public offerings, divestitures, and private capital raising. Waller Helms works for closely-held businesses, sponsor-backed firms, and publicly-traded companies ranging in size from start-ups to Fortune 500 enterprises.

Contact Information

Year Founded
2014
Service Provider Type
Financing Advisory
Primary Office
  • 205 West Wacker Drive
  • Suite 2000
  • Chicago, IL 60606
  • United States
+1 (312) 000-0000

Waller Helms Advisors Services to Companies

Service on a Deal (74)

Company Name Service Provided Deal Date Deal Type Deal Amount
David Morse & Associates Advisor: General Aug 2021 00000 0000000
000000 00000000000 Advisor: General Aug 2021 00000 0000000
000000000 0000 000 Advisor: General Jul 2021 00000 0000000
000000000 000000 0 Advisor: General Jul 2021 00000 0000000
000 00000 00000000 Advisor: General Jun 2021 00000 0000000
0000 00000 0000000 Advisor: General Jun 2021 00000 0000000
000000 00000 Advisor: General May 2021 00000 0000000
0000 000000000 Advisor: General Apr 2021 00000 0000000
Lancer Insurance Company Advisor: General Apr 2021 00000 0000000
International Transportation & Marine Advisor: General Apr 2021 00000 0000000
You’re viewing 10 of 74 services to companies. Get the full list »
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Waller Helms Advisors Services to Investors

Service on a Deal — Buy Side (30)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Custard Insurance Adjusters Advisor: General Oct 2021 00000 0000000
0000000 000000 000 Advisor: General Jul 2021 00000 0000000
00000000 00000000 Advisor: General Apr 2021 00000 0000000
00 00000000 Advisor: General Mar 2021 00000 0000000
0000000000 000000 Advisor: General Feb 2021 00000 0000000
000 00000000 00000 Advisor: General Nov 2020 00000 0000000
0000 Advisor: General Mar 2020 00000 0000000
000000 0000 000000 Advisor: General Jan 2020 00000 0000000
CopperPoint Mutual Insurance Advisor: General Dec 2019 00000 0000000
Edgewood Partners Insurance Center Advisor: General Nov 2019 00000 0000000
You’re viewing 10 of 30 services on a deal — buy side. Get the full list »

Service on a Deal — Sell Side (8)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Venture Programs Advisor: General Oct 2019 00000 0000000
000000000000 00000 Advisor: General Sep 2019 00000 0000000
000000 0000000 000 Advisor: General Sep 2019 00000 0000000
000 0000000 000000 Advisor: General Jan 2019 00000 0000000
00000000 00000 Advisor: General Nov 2016 00000 0000000
00000000000 000000 Advisor: General Sep 2013 00000 0000000
Liberty Mutual Insurance Company Advisor: General Jan 2009 00000 0000000
Willis Towers Watson Securities Advisor: General Nov 2007 00000 0000000
To view Waller Helms Advisors’s complete services on a deal — sell side history, request access »

Waller Helms Advisors Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Waller Helms Advisors Team (24)

Name Title Deals Office Contact
Info
David Helms Co-Founder & Managing Director 0 Chicago, IL
John Waller Co-Founder & Managing Director 0 Chicago, IL
Peter Nero Co-Founder & Managing Director 0 Chicago, IL
Alex Weiss Managing Director 0 Chicago, IL
Andrew Cochran Managing Director Chicago, IL
You’re viewing 5 of 24 team members. Get the full list »

Waller Helms Advisors Subsidiaries (1)

Company Name Industry Location Founded
0000000000 0000000 Investment Bank New York, NY 0000
To view Waller Helms Advisors’s complete subsidiaries history, request access »