Strategic Acquisition Waller Helms Advisors was recently acquired by Houlihan Lokey, indicating a strategic shift and potential for integration with larger financial institutions. This presents opportunities to offer complementary consulting, financial services, or technology solutions to support their expanded operations.

Niche Market Focus As a boutique investment bank specializing in insurance, healthcare, and financial technology sectors, Waller Helms has deep industry expertise. Developing tailored financial products or advisory services aimed at these sectors can appeal to their client base for future engagements.

Growth and Expansion Recent acquisitions, including Park Sutton Advisors, demonstrate the firm’s growth ambitions. Solutions facilitating M&A processes, integration support, or digital transformation tools could resonate with their strategic expansion efforts.

Financial Profile With revenues between $1M and $10M, Waller Helms is a mid-sized firm seeking scalable financial and operational solutions. Offering efficient, cost-effective tools for financial management or client relationship management could meet their current needs.

Industry Networking The company’s active engagement in high-profile news and promotions of leadership indicates a dynamic corporate culture. Networking opportunities, industry-specific events, or content marketing partnerships could help position your solutions as aligned with their growth and market presence.