225 W. Wacker Drive, Suite 500,
Chicago, Illinois 60606
United States
(312) 763-9910
www.wallerhelms.com
info@wallerhelms.com
Waller Helms Advisors LLC is an investment banking firm focused on the insurance and healthcare services industries. The Firm offers mergers, acquisitions, divestitures, fairness opinions, IPO advisory, and private capital raising services. Waller Helms Advisors was established in 2014 and is based in Chicago, Illinois.
| Year | ≤ '20 | '21 | '22 | '23 | '24 | '25 | T |
|---|---|---|---|---|---|---|---|
| Buyside (1.2/yr) | 1 | 3 | 2 | 1 | - | - | 7 |
| Sellside (2.4/yr) | 9 | 10 | 1 | 1 | - | - | 21 |
| 28 | |||||||
| Target Company | Date | Value | Type |
|---|---|---|---|
| Sign-up to View | 2023-02-02 | - | Business Services |
| Sign-up to View | 2023-02-02 | - | Business Services |
| Sign-up to View | 2022-06-22 | - | Insurance |
| Sign-up to View | 2022-04-06 | - | Business Services |
| Sign-up to View | 2022-02-01 | - | Insurance |
| Sign-up to View | 2021-12-01 | - | Insurance |
| Sign-up to View | 2021-10-04 | - | Business Services |
| Sign-up to View | 2021-08-09 | - | Construction |
| Sign-up to View | 2021-07-27 | - | Insurance |
| Sign-up to View | 2021-07-12 | - | Insurance |
| View All >> | |||
| Sector | # | Value | |
|---|---|---|---|
| Insurance | Sign-up to View | ||
| Business Services | Sign-up to View | ||
| Information Technology | Sign-up to View | ||
| Construction | Sign-up to View | ||
| Healthcare Services | Sign-up to View | ||
| Total | Sign-up to View | ||
| State/Country | # | Value | |
|---|---|---|---|
| United States | Sign-up to View | ||
| Total | Sign-up to View | ||
| Type | # | Value | |
|---|---|---|---|
| Add-on Acquisition | Sign-up to View | ||
| Growth Capital | Sign-up to View | ||
| Secondary Buyout | Sign-up to View | ||
| Stake Purchase | Sign-up to View | ||
| Buyout (LBO, MBO, MBI) | Sign-up to View | ||
| Divestiture | Sign-up to View | ||
| Merger | Sign-up to View | ||
| Recapitalization | Sign-up to View | ||
| Total | Sign-up to View | ||
| PE Firms (4) | Deals |
|---|---|
|
Sign-up to View |
1 |
|
Sign-up to View |
1 |
|
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1 |
| Corporate (26) | Deals |
|---|---|
|
Sign-up to View |
1 |
|
Sign-up to View |
1 |
|
Sign-up to View |
1 |
