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Insights

Recent Acquisition Waller Helms Advisors was acquired by Houlihan Lokey, indicating a potential shift in service needs or integration opportunities as the company aligns with larger financial firms.

Market Focus Specializing in insurance, healthcare, and financial technology sectors, Waller Helms presents opportunities to offer tailored advisory, regulatory, and digital transformation services suited to these industries.

Growth Strategy The firm's recent acquisition of Park Sutton Advisors and promotion of key leadership suggests active growth and strategic expansion, opening avenues for consulting on organizational development and M&A support.

Sustainability Potential Although specific sustainability initiatives are not mentioned, the sectors served—insurance and healthcare—are increasingly focused on ESG and sustainable investing, representing a market for green finance and advisory services.

Technology Stack With a modern technology infrastructure, Waller Helms may benefit from digital solutions or cybersecurity enhancements, inviting opportunities for IT consulting and digital security services to support their operational needs.

Similar companies to Waller Helms Advisors

Waller Helms Advisors Tech Stack

Waller Helms Advisors uses 8 technology products and services including jQuery CDN, Font Awesome, Google Fonts API, and more. Explore Waller Helms Advisors's tech stack below.

jQuery CDN
Content Delivery Network
Font Awesome
Font Scripts
Google Fonts API
Font Scripts
Microsoft Azure
Platform As A Service
HSTS
Security
X-XSS-Protection
Security
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 West Wacker Drive Chicago, Illinois 60606 United States. 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 SIC code NAICS code?

Waller Helms Advisors's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52311 - Investment Banking and Securities Dealing.

How many employees does Waller Helms Advisors have currently?

As of April 2026, Waller Helms Advisors has approximately 3 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 jQuery CDNFont AwesomeGoogle Fonts APIMicrosoft AzureHSTSX-XSS-ProtectionBootstrapMicrosoft 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 BankingIllinois, United States2-10 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.

Company Overview

Headquarters: 205 West Wacker Drive Chicago, Illinois 60606 United States
Phone number: +1-312-763-****
Website: wallerhelms.com
SIC Code: 6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code: 52311 - Investment Banking and Securities Dealing
Founded: 2014
Employees: 2-10

Media & News

Funding & Financials

$1M
Waller Helms Advisors's revenue is estimated to be in the range of $1M

Funding & Financials

$1M
Waller Helms Advisors's revenue is estimated to be in the range of $1M

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