Insights

Strategic Acquisition Waller Helms Advisors is currently positioned for growth through its recent acquisition by Houlihan Lokey, indicating an opportunity to offer complementary financial advisory or integration services to facilitate the integration process and strengthen their market position.

Industry Specialization The company's focus on insurance, healthcare, and financial technology sectors presents an opening to introduce advanced technology solutions, analytics platforms, or specialized consulting services tailored to these sectors' evolving competitive and regulatory landscapes.

Technology Utilization With a modern tech stack including cloud platforms like Microsoft Azure and web optimization tools, there is potential to upsell cybersecurity solutions, digital transformation services, or data management tools that enhance their operational efficiency and client offerings.

Growth Opportunities The recent acquisition and active M&A activities highlight Waller Helms Advisors' openness to expansion and strategic partnerships, creating potential sales opportunities in deal origination platforms, client relationship management tools, or industry-specific transaction support solutions.

Client Service Enhancements Given their high-profile clientele ranging from startups to Fortune 500 companies, there is scope to provide tailored client engagement platforms, CRM systems, or advanced analytics that improve client insights, reporting, and overall service delivery for their advisory teams.

Similar companies to Waller Helms Advisors

Waller Helms Advisors Tech Stack

Waller Helms Advisors uses 8 technology products and services including BootstrapCDN, Google Fonts API, Windows Server, and more. Explore Waller Helms Advisors's tech stack below.

BootstrapCDN
Content Delivery Network
Google Fonts API
Font Scripts
Windows Server
Operating Systems
Microsoft Azure
Platform As A Service
HSTS
Security
Google Tag Manager
Tag Management
Bootstrap
UI Frameworks
Microsoft IIS
Web Servers

Media & News

Waller Helms Advisors's Email Address Formats

Waller Helms Advisors uses at least 1 format(s):

Waller Helms Advisors Email Formats	Example	Percentage
First.Last@wallerhelms.com	John.Doe@wallerhelms.com	89%
Last@wallerhelms.com	Doe@wallerhelms.com	6%
FLast@wallerhelms.com	JDoe@wallerhelms.com	3%
First.MiddleLast@wallerhelms.com	John.MichaelDoe@wallerhelms.com	2%

Frequently Asked Questions

Where is Waller Helms Advisors's headquarters located?

Waller Helms Advisors's main headquarters is located at 205 W Wacker Dr, Chicago, Illinois 60606, US. The company has employees across 2 continents, including North AmericaAfrica.

What is Waller Helms Advisors's phone number?

You can contact Waller Helms Advisors's main corporate office by phone at

+1-312-763-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Waller Helms Advisors's official website and social media links?

Waller Helms Advisors's official website is wallerhelms.com and has social profiles on LinkedIn.

What is Waller Helms Advisors's NAICS code?

Waller Helms Advisors's NAICS code is 52311 - Investment Banking and Securities Dealing.

How many employees does Waller Helms Advisors have currently?

As of October 2025, Waller Helms Advisors has approximately 11 employees across 2 continents, including North AmericaAfrica. Key team members include Managing Director And Co-Founding Partner: J. W.Managing Director: D. E.Director: D. S.. Explore Waller Helms Advisors's employee directory with LeadIQ.

What industry does Waller Helms Advisors belong to?

Waller Helms Advisors operates in the Investment Banking industry.

What technology does Waller Helms Advisors use?

Waller Helms Advisors's tech stack includes BootstrapCDNGoogle Fonts APIWindows ServerMicrosoft AzureHSTSGoogle Tag ManagerBootstrapMicrosoft IIS.

What is Waller Helms Advisors's email format?

Waller Helms Advisors's email format typically follows the pattern of First.Last@wallerhelms.com. Find more Waller Helms Advisors email formats with LeadIQ.

When was Waller Helms Advisors founded?

Waller Helms Advisors was founded in 2014.

Waller Helms Advisors

Investment BankingUnited States11-50 Employees

Waller Helms Advisors is the premier investment banking boutique focused on the crossroads of the Insurance, Healthcare and Investment Services sectors.  Our team has more than one hundred years of combined experience advising, financing or working for closely held businesses, sponsor-backed firms and publicly-traded companies ranging in size from start-ups to Fortune 500 enterprises.  Common traits include growth, innovation and specialization.

We provide expert, independent advice, free of the conflicts and bureaucracy that distract many of our competitors.  We couple our long-term perspective with a belief that there is no typical situation and our client is always the highest priority.  Each assignment is unique and we customize our approach to deliver a result that meets or exceeds expectations.

Please visit our website www.wallerhelms.com for more information on our firm as well as employment opportunities.