Bio

David provides M&A and capital raising advice to insurance, healthcare and investment services clients nationwide. Prior to forming Waller Helms Advisors, Mr. Helms was a Senior Managing Director in Macquarie Capital’s Financial Institutions Group where he led the firm’s efforts in the insurance distribution, services and technology sectors. He began his investment banking career as an Analyst at Cochran Caronia Waller in 2000, becoming a Managing Director shortly before that firm’s merger with Fox-Pitt Kelton in 2007. FPK was subsequently acquired by Macquarie Group in 2009. Prior to investment banking, Dave was a Commercial Banking Officer covering the healthcare sector for American National Bank, which is now part of JPMorgan Chase. Over the last 25 years, Mr. Helms has advised on numerous landmark transactions including Prime Capital Investment Advisors recapitalization by Abry Partners, Carlyle Group's sale of BenefitMall to Truist Financial Corporation, Genstar Capital's sale of Worldwide Facilities to AmWINS Group, Kohlberg & Company's sale of Alacrity to BlackRock Alternatives, New Mountain Capital’s recapitalization of OneDigital Health & Benefits, Crystal & Company’s merger with Alliant Insurance Services, Westrope’s sale to Ryan Specialty Group and Liberty Mutual’s divestiture of its middle market renewal rights to AJ Gallagher, Hub International and USI Holdings. Mr. Helms earned a Bachelor of Business Administration in Finance and International Business from Ohio University.