225 West Wacker Drive Suite 500,
Chicago, Illinois 60606
United States
(312) 763-9910
www.wallerhelms.com
info@wallerhelms.com
Waller Helms Advisors is an investment banking firm focused on the insurance, healthcare services, investment services, and technology industries. The Firm offers guidance on mergers, acquisitions, divestitures, fairness opinions, IPOs, and private capital raises. Waller Helms Advisors was established in 2014 and is based in Chicago, Illinois.
| Year | ≤ '19 | '20 | '21 | '22 | '23 | '24 | T |
|---|---|---|---|---|---|---|---|
| Buyside (2.0/yr) | 1 | - | 3 | 2 | 2 | 3 | 11 |
| Sellside (3.0/yr) | 6 | 1 | 10 | 2 | 1 | 1 | 21 |
| 32 | |||||||
| Target Company | Date | Value | Type |
|---|---|---|---|
| Sign-up to View | 2024-07-15 | - | Automotive |
| Sign-up to View | 2024-03-28 | - | Business Services |
| Sign-up to View | 2024-03-04 | - | Business Services |
| Sign-up to View | 2024-02-12 | - | Insurance |
| Sign-up to View | 2023-10-23 | - | Insurance |
| Sign-up to View | 2023-02-02 | - | Business Services |
| Sign-up to View | 2023-02-02 | - | Business Services |
| Sign-up to View | 2022-08-08 | - | Business Services |
| Sign-up to View | 2022-06-22 | - | Insurance |
| Sign-up to View | 2022-04-06 | - | Business Services |
| View All >> | |||
| Sector | # | Value | |
|---|---|---|---|
| Insurance | Sign-up to View | ||
| Business Services | Sign-up to View | ||
| Automotive | Sign-up to View | ||
| Construction | Sign-up to View | ||
| Healthcare Services | Sign-up to View | ||
| Information Technology | 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 | ||
| Recapitalization | Sign-up to View | ||
| Buyout (LBO, MBO, MBI) | Sign-up to View | ||
| Divestiture | Sign-up to View | ||
| Merger | Sign-up to View | ||
| Total | Sign-up to View | ||
| PE Firms (9) | Deals |
|---|---|
|
Sign-up to View |
1 |
|
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1 |
|
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1 |
| Corporate (25) | Deals |
|---|---|
|
Sign-up to View |
1 |
|
Sign-up to View |
1 |
|
Sign-up to View |
1 |
