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Waller Helms Advisors

Email address and contacts

Quick try with Stephen Applebaum from wallerhelms.com

Waller Helms Advisors company description

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.

Key Employees

  • Stephen Applebaum
    Senior Advisor
  • Patrick O'Hara
    Vice President
  • John Zacher
    Incoming Investment Banking Summer Analyst

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New team members of Waller Helms Advisors

Mary B.
Office Manager and Administrative Assistant
Lingxu Li
Analyst
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