Waller Helms Advisors Overview
- Service
-
Financing Advisory
- Year Founded
-
2014
- Employees
-
39
- Serviced Companies
-
121
- Serviced Deals
-
129
- Serviced Investors
-
37
Waller Helms Advisors General Information
Description
Founded in 2014, Waller Helms Advisors is a financing advisory headquartered in Chicago, Illinois. The firm focuses on the insurance and healthcare industry and provides services related to mergers and acquisitions, fairness opinions, initial public offerings, divestitures, and private capital raising. Waller Helms caters to closely held businesses, sponsor-backed firms, and publicly traded companies ranging in size from start-ups to Fortune 500 enterprises.
Contact Information
Website
www.wallerhelms.com
Year Founded
2014
Service Provider Type
Financing Advisory
Primary Office
- 225 West Wacker Drive
- Suite 500
- Chicago, IL 60606
- United States
+1 (312) 000-0000
Waller Helms Advisors Services to Companies
Service on a Deal (129)
| Company Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Paragon Wealth Strategies | Advisor: General | Dec 2023 | 00000 | 0000000 |
| Passerelle Partners | Advisor: Financial Due Diligence | Nov 2023 | 00000 | 0000000 |
| DOXA Insurance Holdings | Advisor: General | Nov 2023 | 00000 | 0000000 |
| Navigate Wellbeing Solutions | Advisor: General | Nov 2023 | 00000 | 0000000 |
| Protexure Insurance Agency | Advisor: General | Oct 2023 | 00000 | 0000000 |
| S&S HealthCare Strategies | Advisor: General | Oct 2023 | 00000 | 0000000 |
| PCM Wealth Advisors | Advisor: General | Sep 2023 | 00000 | 0000000 |
| Financial Solutions (Waukesha) | Advisor: General | Aug 2023 | 00000 | 0000000 |
| Bell Rock Capital | Advisor: General | Aug 2023 | 00000 | 0000000 |
| Prime Capital Investment Advisors | Advisor: General | Aug 2023 | 00000 | 0000000 |
Waller Helms Advisors Services to Investors
Service on a Deal — Buy Side (46)
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Farmers Insurance Group | Advisor: General | Nov 2023 | 00000 | 0000000 |
| Pritzker Private Capital | Advisor: General | Oct 2023 | 00000 | 0000000 |
| Southwest Adjusters | Advisor: General | Aug 2023 | 00000 | 0000000 |
| Flexpoint Ford | Advisor: General | May 2023 | 00000 | 0000000 |
| Lovell Minnick Partners | Advisor: General | Mar 2023 | 00000 | 0000000 |
| Elite Claim Solutions | Advisor: General | Feb 2023 | 00000 | 0000000 |
| Cobbs Allen | Advisor: Financial Due Diligence | Jan 2023 | 00000 | 0000000 |
| Corsair Capital | Advisor: General | Nov 2022 | 00000 | 0000000 |
| Corsair Capital | Advisor: General | Sep 2022 | 00000 | 0000000 |
| Vistria Group | Advisor: General | Aug 2022 | 00000 | 0000000 |
Service on a Deal — Sell Side (12)
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Amerinst Insurance Group | Advisor: General | Oct 2023 | 00000 | 0000000 |
| Breckenridge Insurance Services | Advisor: General | Jun 2023 | 00000 | 0000000 |
| H.W. Kaufman Financial Group | Advisor: General | Apr 2023 | 00000 | 0000000 |
| Kohlberg & Company | Advisor: General | Feb 2023 | 00000 | 0000000 |
| The Carlyle Group | Advisor: General | Sep 2022 | 00000 | 0000000 |
| Venture Programs | Advisor: General | Oct 2019 | 00000 | 0000000 |
| Merrymeeting Group | Advisor: General | Sep 2019 | 00000 | 0000000 |
| Lovell Minnick Partners | Advisor: General | Sep 2019 | 00000 | 0000000 |
| GCP Capital Partners | Advisor: General | Jan 2019 | 00000 | 0000000 |
| Travelex Group | Advisor: General | Nov 2016 | 00000 | 0000000 |
Waller Helms Advisors Investment Preferences
| Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
|---|
Waller Helms Advisors Team (28)
Waller Helms Advisors Subsidiaries (1)
| Company Name | Industry | Location | Founded |
|---|---|---|---|
| Park Sutton Advisors | Investment Bank | New York, NY | 0000 |