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Dave specializes in advising on mergers, acquisitions and capital raising in the insurance, healthcare and investment services industries. Prior to forming Waller Helms Advisors, he was a Senior Managing Director in Macquarie Capital’s Financial Institutions Group where he led the firm’s efforts in the insurance distribution, services and technology sectors. Dave began his insurance investment banking career as an Analyst at Cochran Caronia Waller in 2000, becoming a Managing Director shortly before that firm’s merger with Fox-Pitt Kelton in 2007. FPK was subsequently acquired by Macquarie Group in 2009. Prior to CCW, Dave was a Commercial Banking Officer covering the healthcare sector for American National Bank & Trust Company, which is now part of JPMorgan Chase & Co.Dave earned a Bachelor of Business Administration in finance and international business from Ohio University
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Managing DirectorHoulihan LokeyChicago, Il, Us -
Senior Managing Director & Co-Founding PartnerWaller Helms Advisors Nov 2014 - PresentChicago, Illinois, Us -
Senior Managing DirectorMacquarie Capital (Usa) Inc. Nov 2009 - Nov 2014Sydney, Nsw, Au -
Managing DirectorFox-Pitt, Kelton Sep 2007 - Nov 2009UsFPK was acquired by Macquarie in 2009. -
Managing DirectorCochran Caronia Waller Jun 2000 - Aug 2007UsCochran Caronia Waller merged with Fox-Pitt Kelton in 2007 -
Commercial Banking OfficerAmerican National Bank & Trust Co. (Now Jpmorgan Chase) Sep 1996 - Jun 2000
David Helms Education Details
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Ohio UniversityFinance & International Business -
Hudson High School
Frequently Asked Questions about David Helms
What company does David Helms work for?
David Helms works for Houlihan Lokey
What is David Helms's role at the current company?
David Helms's current role is Managing Director.
What is David Helms's email address?
David Helms's email address is da****@****rie.com
What is David Helms's direct phone number?
David Helms's direct phone number is +131276*****
What schools did David Helms attend?
David Helms attended Ohio University, Hudson High School.
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