Bio

David provides M&A and capital raising advice to insurance and healthcare services clients nationwide. Prior to forming Waller Helms Advisors, Dave 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 insurance 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 CCW, Dave was a Commercial Banking Officer covering the healthcare sector for American National Bank, which is now part of JPMorgan Chase. Over the last 15 years Dave has advised on numerous landmark transactions including Liberty Mutual’s divestiture of its middle market renewal rights to AJ Gallagher, Hub International and USI Holdings, Cooper Gay’s combination with Swett & Crawford, New Mountain Capital’s re-capitalization of AmWINS, Beecher Carlson’s sale to Brown & Brown and Westrope’s merger with Ryan Specialty Group. Dave earned a Bachelor of Business Administration in finance and international business from Ohio University.