Growth. Client Success. Thought Leadership.
March 5, 2021
AMWINS SIGNS DEFINITIVE AGREEMENT TO ACQUIRE WORLDWIDE FACILITIES
The acquisition strengthens Amwins' U.S. presence, as well as brokerage, underwriting and binding authority and group benefits divisions
February 11, 2021
ONE DIGITAL ACQUIRES HM EMPLOYEE BENEFITS AND RISK MANAGEMENT
The Acquisition Marks OneDigital’s First Expansion Into Property and Casualty
February 9, 2021
CNO FINANCIAL GROUP ACQUIRES DIRECTPATH, A NATIONAL PROVIDER OF TECHNOLOGY-DRIVEN EMPLOYEE BENEFITS MANAGEMENT SERVICES
Acquisition enhances Worksite Division growth outlook; Adds key solutions for both employers and employees.
February 1, 2021
ALACRITY SOLUTIONS ACQUIRES FOURSEVENTY CLAIM MANAGEMENT
Acquisition further expands Alacrity’s footprint in insurance claims management industry.
January 7, 2021
HANCOCK CLAIMS CONSULTANTS ANNOUNCES A NEW CAPITAL INVESTMENT FROM CENTURY EQUITY PARTNERS
Hancock Claims Consultants Holdings, LLC (“Hancock”), a leading property and casualty inspection business, has entered into an agreement with Century Equity Partners pursuant to which Century becomes the new majority owner of Hancock.
January 5, 2021
WALLER HELMS ADVISORS PROMOTES ANDREW COCHRAN & ALEX WEISS TO MANAGING DIRECTOR; MATTHEW BOTEK TO ASSOCIATE
Cochran and Weiss will also become Partners in the firm, reflecting their significant contributions and leadership within WHA’s insurance and healthcare practices, respectively.
January 4, 2021
GLOBAL RISK SOLUTIONS, INC. ACQUIRES TAILORED ADJUSTMENT SERVICES, INC.
Global Risk Solutions, Inc., a leading provider of diverse solutions for property and casualty claims, environmental risk management and complex claims, has acquired Tailored Adjustment Services Inc.
October 16, 2020
LEE EQUITY PARTNERS TO ACQUIRE SIMPLICITY
Simplicity Group Holdings ("Simplicity"), a leading financial products distribution business, today announced that it has entered into an agreement with Lee Equity Partners ("Lee Equity") pursuant to which Lee Equity will become the new majority owner of the company.
October 8, 2020
ONEX TO MAKE A MAJORITY INVESTMENT IN ONEDIGITAL
Transaction Values OneDigital at $2.65 Billion
September 9, 2020
WALLER HELMS ADVISORS ADDS SENIOR FINANCIAL TECHNOLOGY AND HEALTHCARE INVESTMENT BANKERS
We are pleased to announce the recent additions of Alain Nono and Kari O'Brien to the WHA team.
July 23, 2020
WALLER HELMS ADVISORS APPOINTS JAMES ANDERSON AS CHIEF EXECUTIVE OFFICER
Anderson Brings a Proven Track Record of Leading High-Performing Teams, Deep Industry Knowledge, and Strong M&A Expertise to the Growth-Oriented Firm.
April 2, 2020
HGGC ACQUIRES LEADING INSURANCE BROKER PCF INSURANCE
Management, employee owners, and existing investor BHMS Investments have retained minority investments.
March 2, 2020
COVERYS MAKES MAJORITY INVESTMENT IN HEALTHCARE RISK MANAGEMENT AND TECHNOLOGY PLATFORM ARCHWAY HEALTH
The partnership with Coverys provides Archway with additional resources to continue building its best-in-class bundled payment and value-based care platform, as well as expand its MGU and employer stop loss products.
February 20, 2020
PROASSURANCE CORPORATION ANNOUNCED THE SIGNING OF A DEFINITIVE AGREEMENT TO ACQUIRE NORCAL GROUP
The transaction, when completed, will result in the creation of the nation's third largest medical professional liability insurance carrier, based on 2019 estimated statutory data.
January 19, 2020
2019 MARKED A RECORD YEAR FOR WALLER HELMS ADVISORS AND THE MOMENTUM CONTINUES IN 2020
In 2019, WHA advised on a record 21 transactions representing more than $4 billion in aggregate value. In addition, WHA combined forces with StoneRidge Advisors in July and enters 2020 with 22 investment banking professionals focused on delivering excellent results for clients across our sectors.