Waller Helms Advisors

Waller Helms Advisors LLC

225 West Wacker Drive Suite 500,
Chicago, Illinois 60606
United States
(312) 763-9910
www.wallerhelms.com
info@wallerhelms.com

All (32) Buy (11) Sell (21)
ID Date Client Buy/Sell Target Sector Value
213949 2024-07-15 Hellman & Friedman Buy Safe-Guard Automotive -
208228 2024-03-28 Accuserve Solutions Sell Accuserve Solutions Business Services -
207358 2024-03-04 Lee Equity Partners Buy PCS Retirement Business Services -
206441 2024-02-12 Bain Capital Private Equity Buy Ryze Claim Solutions Insurance -
202578 2023-10-23 Pritzker Private Capital Buy Lawley Insurance Insurance -
193545 2023-02-02 Alacrity Solutions Sell Alacrity Solutions Business Services -
193540 2023-02-02 Lovell Minnick Partners Buy Definiti Business Services -
215346 2022-08-08 The Carlyle Group Sell BenefitMall Business Services -
184422 2022-06-22 PDA Sell PDA Insurance -
180869 2022-04-06 Vistria Group Buy TMG Business Services -
198612 2022-02-01 Trive Capital Buy Allcat Claims Service Insurance -
175468 2021-12-01 Crouse and Associates Sell Crouse and Associates Insurance -
172957 2021-10-04 Custard Insurance Adjusters Buy Specialty Group Business Services -
170794 2021-08-09 Legacy Restoration Sell Legacy Restoration Construction -
170048 2021-07-27 StrucSure Sell StrucSure Insurance -
169395 2021-07-12 Liberty Mutual Group Buy State Auto Financial Insurance -
167648 2021-06-08 Team Focus Insurance Group Sell Team Focus Insurance Group Insurance -
165191 2021-04-16 Lancer Insurance Sell Lancer Insurance Insurance -
163333 2021-03-05 Worldwide Facilities LLC Sell Worldwide Facilities LLC Insurance -
162361 2021-02-11 HM Risk & Benefits Sell HM Risk & Benefits Insurance -
162230 2021-02-09 DirectPath Sell DirectPath Information Technology -
161765 2021-02-01 Fourseventy Claim Management Sell Fourseventy Claim Management Insurance -
160717 2021-01-07 Hancock Claims Consultants Sell Hancock Claims Consultants Insurance -
160384 2021-01-04 Global Risk Solutions, Inc. Buy Tailored Adjustment Services, Inc. Insurance -
147566 2020-02-20 NORCAL Group Sell NORCAL Group Insurance -
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