Waller Helms Advisors, an investment bank focused on insurance, has bought Park Sutton Advisors LLC, an investment bank focused on M&A advisory.

Park Sutton Advisors is a boutique investment bank focused on the wealth management sector. 

“This combination is game changing,” commented James Anderson, CEO of WHA. “The addition of Park Sutton significantly enhances our capabilities in the wealth and investment management sector and creates a specialist firm with 11 Managing Directors who successfully advised on over 50 transactions in 2021. We look forward to welcoming all our new colleagues from Park Sutton to Waller Helms.”

McDermott, Will, & Emery provided legal advice to WHA. Griffin Financial provided financial advice, and Godfrey & Kahn provided legal advice to PSA.