ABOUT US

About Waller Helms

Trusted advisors. Insightful research. A culture rooted in long-term client relationships.

WHO WE ARE

A partner built around your ambitions.

Waller Helms is a full-service investment bank and institutional securities firm serving corporations, private equity groups, public entities, non-profit clients, and institutional investors.

For decades, our culture has been defined by a single principle: put clients first. We bring deep sector expertise, candid advice, and seamless execution to every engagement — from emerging growth companies to global market leaders.

$500B+
Capital raised for clients
2,500+
Transactions advised
40+
Years of trusted advisory
LEADERSHIP

Our People

A senior team that has navigated every market cycle alongside our clients.

Chad Beckelham

Chad Beckelham

Chairman, Chief Executive Officer
Christine Doyle

Christine Doyle

President
John Avey

John Avey

Global Co-Head of Investment Banking and Capital Markets
Jefferey Kahn

Jefferey Kahn

Chief Financial Officer
Bert Smith

Bert Smith

General Counsel and Secretary
Jeremy Lamere

Jeremy Lamere

Chief Human Capital Officer