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New Deal


Announced

Completed

Waller Helms Advisors completed the acquisition of Park Sutton Advisors.

Financials

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Transaction Value-
Consideration TypeCash
Capital Owned-
Capital Bid For100%
EV/Sales-
EV/EBITDA-
Share Price Premium-
One Off Charge-

Tags

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Acquisition

Private

Investment Banking

Majority

investment bank

Friendly

United States

Domestic

Single Bidder

Completed

Synopsis

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Waller Helms Advisors, an investment banking boutique focused on the crossroads of the Insurance, Healthcare and Investment Services sectors, completed the acquisition of Park Sutton Advisors, a specialist investment bank focused on insurance, healthcare, wealth, and financial technology. Financial terms were not disclosed. "We are proud of what we have built at Park Sutton and are excited for this next chapter. We chose to partner with Waller Helms out of a variety of attractive options based on our shared business philosophies and common belief in the importance of a strong, client-centric culture. The partners of WHA have distinguished backgrounds and many have worked together for two decades. This alignment makes for a very strategic combination, and I personally am excited to help build the combined business for many years to come," Steven Levitt, PSA Founder and Managing Director.

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