Independent.
Focused.

Built to serve our clients
$15B+
Total Transaction Value
Since 2014
2014
Year Founded
20+
Yrs Managing Director
Average Experience
Our Services:
M&A Advisory
Capital Advisory
Strategic Advisory
Special Committee & Fairness Opinions
Insurance
Healthcare Services
Investment Services
Technology
Sector Focus
70+
Transactions
25+
Professionals

Customized
Approach.

No client or transaction is the same. Each situation requires a unique strategy designed to meet your objectives. We provide expert, independent advice, free of the conflicts and bureaucracy that distract many of our competitors.
Learn more

Depth and
Breadth.

We provide M&A and capital raising services to closely held businesses, sponsor-backed firms and publicly-traded companies, ranging in size from start-ups to Fortune 500 enterprises. Our depth gives us the tools to simplify complex situations and deliver the best results for our clients.
Meet the team

Advisor to
Industry Leaders.

View our recent transactions in:
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August 2021
Advised Legacy Restoration on its majority investment from Bessemer Investors
LEGACY RESTORATION RECEIVED A MAJORITY INVESTMENT FROM BESSEMER INVESTORS LEGACY RESTORATION RECEIVED A MAJORITY INVESTMENT FROM BESSEMER INVESTORS
July 2021
Advised Liberty Mutual on its acquisition of State Auto Group
Advised Liberty Mutual on its acquisition of State Auto Group Advised Liberty Mutual on its acquisition of State Auto Group
June 2021
Advised StrucSure Home Warranty on its sale to Insure Homes
StrucSure / Insure Homes StrucSure / Insure Homes
June 2021
Advised IAS Claim Services on its sale to Davies Group
IAS / Davies IAS / Davies
June 2021
Advised Team Focus Insurance Group on its sale to PEAK6 Insurance Operations
Team Focus / PEAK6 Team Focus / PEAK6
April 2021
Advised Dama Financial on its Series B growth equity raise
Dama Financial Dama Financial
April 2021
Advised David Morse and Associates (DMA) on it's sale to Venbrook
David Morse & Associates (DMA) David Morse & Associates (DMA)
April 2021
Advised Lancer Insurance Company on its merger with Core Specialty
Lancer Insurance Company / Core Specialty insurance Holdings Lancer Insurance Company / Core Specialty insurance Holdings
April 2021
Advised Reliance Standard Life Insurance Company on its acquisition of Standard Security Life Insurance Company
Reliance Standard Life Insurance Company / Standard Security Life Insurance Company Reliance Standard Life Insurance Company / Standard Security Life Insurance Company
April 2021
Advised ITMA on its sale to MS Amlin
ITMA / MS Amlin ITMA / MS Amlin
April 2021
Advised Greenlight Re on the sale of AccuRisk Solutions to The Ardonagh Group
Advised Greenlight Re on the sale of AccuRisk Solutions to The Ardonagh Group Advised Greenlight Re on the sale of AccuRisk Solutions to The Ardonagh Group
March 2021
Advised Ensurem on its sale to 777 Partners
Ensurem / 777 Partners Ensurem / 777 Partners
March 2021
Advised BC Partners on its majority investment in Davies Group
BC Partners / Davies BC Partners / Davies
March 2021
Advised The Littleton Group on its sale to Davies Group
The Littleton Group / Davies The Littleton Group / Davies
March 2021
Advised Worldwide Facilities on its sale to Amwins Group, Inc.
Worldwide Facilities / Amwins Group Worldwide Facilities / Amwins Group
February 2021
Advised OneDigital on its acquisition of HM Employee Benefits and Risk Management
OneDigital / HM Employee Benefits and Risk Management OneDigital / HM Employee Benefits and Risk Management
February 2021
Advised DirectPath on its sale to CNO Financial Group
DirectPath / CNO Financial Group DirectPath / CNO Financial Group
February 2021
Advised Fourseventy Claim Management on its sale to Alacrity Solutions
Fourseventy Claim Management / Alacrity Solutions Fourseventy Claim Management / Alacrity Solutions
December 2020
Advised Hancock Claims Consultants on its majority investment from Century Equity Partners
Hancock Claims Consultants Holdings / Century Equity Partners Hancock Claims Consultants Holdings / Century Equity Partners
December 2020
Advised Global Risk Solutions on its acquisition of Tailored Adjustment Services
Global Risk Solutions / Tailored Adjustment Services Global Risk Solutions / Tailored Adjustment Services
November 2020
Advised New Mountain Capital on its investment in IMA Financial Group
IMA Financial Group / New Mountain Capital IMA Financial Group / New Mountain Capital
October 2020
Advised Simplicity Group Holdings on its sale to Lee Equity Partners
Simplicity / Aquiline / Lee Equity Partners Simplicity / Aquiline / Lee Equity Partners
October 2020
Advised New Mountain Capital on its $2.65B sale of OneDigital to Onex
OneDigital (New Mountain Capital) / ONEX OneDigital (New Mountain Capital) / ONEX
September 2020
Advised Nationwide Appraisals on its sale to Sedgwick
Nationwide Appraisals / Sedgwick Nationwide Appraisals / Sedgwick
April 2020
Advised HGGC on its acquisition of PCF Insurance
PCF Insurance Services PCF Insurance Services
February 2020
Advised NORCAL Group on its announced sale to ProAssurance Corporation
NORCAL Group NORCAL Group
December 2019
Advised IAS on its $720M sale to iA Financial Group
IAS IAS
October 2019
Advised EPIC Insurance Brokers & Consultants on its acquisition of Prime Risk Partners
Prime Risk Partners Prime Risk Partners
October 2019
Advised Transaction Services Group on its sale to Advent International
Transaction Services Group / Advent International Transaction Services Group / Advent International
September 2019
Advised CopperPoint Insurance Companies on its $900M acquisition of Alaska National Insurance Company
Alaska National Insurance Company Alaska National Insurance Company
May 2019
Advised Worley on its sale to Kohlberg & Company
Worley Worley

If you want 
to learn more, 
call our clients...

...And then call us.
We’d love to work with you.
Address:
Waller Helms Advisors
225 W. Wacker Drive,
Suite 500
Chicago, IL 60606

Phone:
312.763.9910

Email:
info@wallerhelms.com