New York, NY, Nov 2, 2022- Waller Helms Advisors (“WHA”), the specialist investment bank focused on insurance, healthcare, wealth, and financial technology, has closed its acquisition of Park Sutton Advisors LLC (“PSA”), the leading investment bank focused on M&A advisory for the wealth and investment management sector. The combined firm has announced more than 75 transactions since the beginning of 2021 and has a robust pipeline for the remainder of 2022.
PSA will continue to use its brand in the near term, trading as “Park Sutton Advisors, a Waller Helms Company.” Steven Levitt, Dan Erichson, and John Eubanks have joined the partnership of WHA and all of PSA’s employees have joined WHA.
About Waller Helms Advisors
Waller Helms Advisors, based in Chicago, IL, is a specialist investment bank focused on the insurance, wealth management, healthcare, and financial technology sectors. The firm advises clients on mergers and acquisitions, as well as private and public capital raising. WHA works with closely-held businesses, sponsor-backed firms, and publicly-traded companies ranging in size from start-ups to Fortune 500 enterprises. For more information, visit http://www.wallerhelms.com/.
Steven M. Levitt
Managing Director, Founder
646 727 4826 office
Steven.Levitt@ParkSuttonAdvisors.com
Dan Erichson, CFA
Managing Director
646 727 4827 office
Dan.Erichson@ParkSuttonAdvisors.com
John Eubanks, CFP
Managing Director
646 650 2559 office
John.Eubanks@ParkSuttonAdvisors.com
Donald Schipf, CFA
Director
646 727 4829 office
Don.Schipf@ParkSuttonAdvisors.com
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