Waller Helms Advisors (“WHA”), an industry leading specialist investment bank focused on the insurance, healthcare, investment, and financial technology sectors, today announced that it has promoted Andrew Cochran and Alex Weiss to Managing Director and invited each to become a Partner in the firm.
Cochran has been instrumental in building out WHA’s insurance practice, with a particular focus on insurance distribution and MGA’s. Prior to joining WHA, Andrew was a member of the Financial Sponsors & Leveraged Finance Group at Macquarie Capital in New York. Andrew began his investment banking career at Fox-Pitt Kelton, where he focused on the insurance sector.
"Andrew’s contributions to Waller Helms over the last five years have been tremendous," said John Waller, co-founder and Managing Director at WHA. "His determination and judgment have proven to be great assets to our clients as Waller Helms has become a leader in the insurance M&A market.”
Weiss has led WHA’s Healthcare practice since he joined in 2015. Prior to WHA, Alex served as Senior Vice President of Business Development at HealthEngine, a high-growth healthcare technology and services business. Previously, Alex spent over nine years in financial services, most recently at Goldman Sachs.
“Alex has an undeniable passion to drive great outcomes for his clients,” said David Helms, the firm’s co-founder and Managing Director. “We are confident that he will continue to build on the success that we have generated across the converging health, wealth, insurance and fintech sectors.”
In addition to these moves, Matthew Botek has been promoted to Associate.