Bio

Pete advises clients in the insurance and healthcare services sectors on capital raises and mergers and acquisitions. Before forming Waller Helms Advisors, Pete was a Director within Macquarie Capital’s Financial Institutions Group. Since joining Cochran Caronia Waller more than a decade ago, Pete has been responsible for sourcing and executing M&A and financing transactions for risk-bearing, insurance distribution and insurance and healthcare services companies. In addition, Pete works closely with financial sponsors focused on Waller Helms' target sectors. Pete began his career as a consultant with Accenture and worked for four years at Aon plc within their retail brokerage division before joining Cochran Caronia Waller. Among others, Pete’s transactions include Worldwide Facilities' transaction with Lovell Minnick Partners, Associated Banc-Corp's acquisition of Ahmann & Martin Co., Laurus Strategies’ sale to Hub International, The Doctors Company's acquisition of American Physicians Capital and Zenith Administrator's sale to HealthPlan Holdings. Pete earned a Masters of Management in management and strategy from Northwestern University’s Kellogg School of Management and a Bachelor of Business Administration in finance and economics from The University of Dayton.