Growth. Client Success. Thought Leadership.
October 19, 2021
WHA QUARTERLY HEALTHCARE SECTOR UPDATE & VERTICAL DEEP DIVE
The Waller Helms healthcare team is pleased to introduce our new “WHA Healthcare Quarterly Sector Update & Vertical Deep Dive.” Every quarter we will be covering some of the most interesting and sector shifting deals that we’re seeing in the market and identifying the emerging trends that executives and investors should be aware of. To better inform readers, we will also do a deep dive on a vertical that is seeing increased activity for M&A and within the investor community.
October 12, 2021
CUSTARD COMPANIES ACQUIRE SPECIALTY GROUP, INC.
Custard Companies, a nationally recognized claim solutions provider, announced the acquisition of Specialty Group, Inc. (SGI), a Florida based field adjusting, Special Investigations Unit (SIU) and Third Party Administration (TPA) claims company.
July 31, 2021
LEGACY RESTORATION RECEIVED A MAJORITY INVESTMENT FROM BESSEMER INVESTORS
Legacy Restoration , a leading provider of exterior restoration and remodeling services, and Bessemer Investors LLC, a New York-based investment firm, announced today that Bessemer has made a majority investment in Legacy.
July 12, 2021
LIBERTY MUTUAL INSURANCE BOLSTERS INDEPENDENT AGENT NETWORK WITH AGREEMENT TO ACQUIRE STATE AUTO GROUP
Liberty Mutual Holding Company Inc. and State Auto Financial Corporation announced that they have signed a definitive agreement pursuant to which Liberty Mutual would acquire State Auto Group, a super-regional insurance holding company headquartered in Columbus, Ohio.
June 16, 2021
IAS CLAIM SERVICES HAS BEEN ACQUIRED BY THE DAVIES GROUP
Davies expands its property field adjusting and TPA solutions in North America through the acquisition of IAS Claim Services
June 8, 2021
TEAM FOCUS INSURANCE GROUP TO BE ACQUIRED BY PEAK6 INSURANCE OPERATIONS
The combined business will look to leverage its collective capabilities and industry expertise to drive rapid scale, both organically and through M&A.
April 21, 2021
DAMA FINANCIAL, THE LEADING PROVIDER OF ACCESS TO BANKING AND FINANCIAL SOLUTIONS FOR CANNABIS BUSINESSES, ANNOUNCES THE COMPLETION OF $12.6 MILLION GROWTH EQUITY RAISE
Dama will leverage the new round of investment to accelerate its already impressive growth, continue to address the lack of financial service products being offered to the cannabis industry, recruit top talent, and scale the business with the backing and support of its investors.
April 16, 2021
LANCER INSURANCE COMPANY ANNOUNCES MERGER WITH CORE SPECIALTY
The combination joins two highly complementary businesses with a shared strategic vision to become the leading specialty P&C insurer.
April 15, 2021
RELIANCE STANDARD, A MEMBER OF THE TOKIO MARINE GROUP, AGREES TO ACQUIRE TOP-TIER NEW YORK STATUTORY INSURER STANDARD SECURITY LIFE INSURANCE COMPANY OF NEW YORK
This transaction will add scale and expertise to Reliance Standard and allow operations to scale both within New York as well as new markets.
April 7, 2021
MS AMLIN ACQUIRES INTERNATIONAL TRANSPORTATION & MARINE AGENCY
Launch of new strategy to target high growth US specialty MGA market.
April 6, 2021
AccuRisk Solutions LLC Joins The Ardonagh Group
AccuRisk Solutions announces that it has joined the Ardonagh Group and will operate within Ardonagh’s Global Partners Segment.
March 23, 2021
ENSUREM ACCEPTS STRATEGIC ACQUISITION BY PRIVATE INVESTMENT FIRM, 777 PARTNERS
This acquisition follows several years of significant growth at Ensurem.
March 16, 2021
BC PARTNERS INVESTS IN DAVIES TO SUPPORT GLOBAL EXPANSION AND DIGITAL TRANSFORMATION
This new partnership will diversify and strengthen Davies shareholder base, as it seeks to drive further global expansion, increase investment in technology and digital transformation, and to continue to partner with complementary businesses via M&A.
March 9, 2021
DAVIES ANNOUNCES EXPANSION OF US SPECIALIST CLAIMS TPA & ADJUSTING CAPABILITIES THROUGH THE ACQUISITION OF THE LITTLETON GROUP
Under the deal Littleton will join Davies’ rapidly growing US based Claims Solutions arm, adding significant scale to its existing Property & Casualty operations
March 5, 2021
GENSTAR CAPITAL COMPLETES SALE OF WORLDWIDE FACILITIES TO AMWINS GROUP
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.