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Growth. Client Success. Thought Leadership.

January 27, 2022
WALLER HELMS ADVISORS HAS RECORD YEAR IN 2021 WITH 25 ANNOUNCED TRANSACTIONS REPRESENTING AGGREGATE DEAL VALUE OF $7.5B+
8 Transactions Announced Since December 1st, Including 3 in 2022

Waller Helms Advisors (“WHA”), a leading specialist investment bank focused on the insurance, healthcare, investment, and financial technology sectors, would like to thank all our clients for choosing to partner with us 2021. We are proud to have advised on 25 successful transactions and have an excellent pipeline of significant new opportunities across all our industry groups going into 2022.

“Since its founding in 2014, Waller Helms has created incredible momentum in its areas of focus, particularly on sell-side M&A engagements, but also growth capital raises and representing clients on the buy-side,” said James Anderson, CEO of WHA. “In 2021 we doubled the size of our office footprint as we continue to pursue more investment banking professionals through new hires and potential acquisitions. We enter 2022 with a growing, energized team continuing to generate great outcomes for our clients.”