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Waller Helms Advisors

HQ - Chicago

Summary

Waller Helms Advisors is an investment banking firm focused on insurance and healthcare industry and based in Chicago, Illinois.

Market Context

Deals Overview

Edit Data

Total Deals47

Valued Deals5

Total Value£ 2.53 B

Avg. Deal Size£ 507 M

22 Aug 2024|United States|Management Consulting

Target: YOUNG & ASSOCIATES (YA GROUP)

Bidder: THL PARTNERS

11 Service Providers

4 Target | 6 Bidder | 1 Vendor

18 Dealmakers

10 Target | 7 Bidder | 1 Vendor

n/a

Value

08 Aug 2024|United States|Diversified Financials

Target: SIMPLICITY GROUP HOLDINGS

Bidder: SKYKNIGHT CAPITAL

12 Service Providers

4 Target | 6 Bidder | 2 Vendor

29 Dealmakers

1 Target | 8 Bidder | 20 Vendor

n/a

Value

15 Jul 2024|United States|Auto Services

Target: SAFE-GUARD PRODUCTS INTERNATIONAL

Bidder: HELLMAN & FRIEDMAN LLC

8 Service Providers

4 Target | 4 Bidder

22 Dealmakers

21 Target | 1 Bidder

n/a

Value

11 Jun 2024|United States|Asset Managers and Custodians

Target: SRS CAPITAL ADVISORS

Bidder: REDBIRD CAPITAL PARTNERS

8 Service Providers

3 Target | 5 Bidder

6 Dealmakers

3 Target | 3 Bidder

n/a

Value

28 Mar 2024|United States|Maintenance Repair and Overhaul (MRO)

Target: ACCUSERVE SOLUTIONS

Bidder: FLEXPOINT FORD

10 Service Providers

4 Target | 4 Bidder | 2 Vendor

8 Dealmakers

5 Target | 2 Bidder | 1 Vendor

n/a

Value

04 Mar 2024|United States|Consumer Services: Other

Target: PCS RETIREMENT LLC

Bidder: LEE EQUITY PARTNERS LLC

6 Service Providers

2 Target | 3 Bidder | 1 Vendor

12 Dealmakers

1 Target | 10 Bidder | 1 Vendor

n/a

Value

18 Jan 2024|United States|Diversified Financials

Target: ENGRAVE WEALTH PARTNERS

Bidder: CAPTRUST FINANCIAL ADVISORS

3 Service Providers

1 Target | 2 Bidder

6 Dealmakers

6 Bidder

n/a

Value

07 Nov 2023|United States|Insurance Brokers

Target: DOXA INSURANCE HOLDINGS

Bidder: GOLDMAN SACHS ASSET MANAGEMENT

9 Service Providers

5 Target | 4 Bidder

17 Dealmakers

5 Target | 12 Bidder

n/a

Value

23 Oct 2023|United States|Insurance Brokers

Target: LAWLEY

Bidder: PRITZKER PRIVATE CAPITAL

5 Service Providers

2 Target | 3 Bidder

6 Dealmakers

3 Target | 3 Bidder

n/a

Value

05 Oct 2023|United States|Medical Services

Target: S&S HEALTH

Bidder: LOVELL MINNICK PARTNERS LLC

7 Service Providers

4 Target | 3 Bidder

5 Dealmakers

2 Target | 3 Bidder

n/a

Value

14 Jul 2023|United States|Asset Managers and Custodians

Target: PRIME CAPITAL INVESTMENT ADVISORS

Bidder: ABRY PARTNERS LLC

6 Service Providers

3 Target | 3 Bidder

7 Dealmakers

4 Target | 3 Bidder

n/a

Value

27 Feb 2023|United States|Full Line Insurance

Target: STRATEGIC RISK SOLUTIONS

Bidder: INTEGRUM HOLDINGS

6 Service Providers

2 Target | 4 Bidder

22 Dealmakers

2 Target | 20 Bidder

n/a

Value

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