Overview
International law firm McDermott Will & Emery represented Waller Helms Advisors, LLC (Waller Helms), an independent advisory firm with nearly 50 investment professionals that provides investment banking services to clients in the insurance and wealth management sectors, in its pending sale to Houlihan Lokey Inc., a global investment bank.
On a pro forma basis, the combined group ranks as the number one advisor for global M&A transactions in 2023 in the insurance sector, the asset management sector including wealth management and the financial services sector, excluding depositories. The transaction is expected to close in 2024, subject to regulatory approval.
The McDermott team was led by Eric Orsic and Eric Preston, with invaluable support from Garrett Moores, Andrew Granek, Todd Kornfield, Jennifer Mikulina, Ellie Atkins, Patrick Ryan, Brian Mead, Benjamin Kryder, Diego Torres-Lugo, David Saunders, Michael Rostov, Gregory Heltzer and Ty Carson.
Read Waller Helms’ press release here.
About McDermott
McDermott Will & Emery partners with leaders around the world to fuel missions, knock down barriers and shape markets. Our team works seamlessly across practices and industries to deliver highly effective solutions that propel success. More than 1,400 lawyers strong, we bring our personal passion and legal prowess to bear in every matter for our clients and the people they serve.
