Helms Capital provides advisory services to clients, primarily relating to mergers & acquisitions and capital formation and raises.
Most of the advisory work undertaken by Helms Capital relates to projects for Lazard Middle Market (LMM). Jack Helms (Founder and CEO of Helms Capital) is a Senior Advisor to LMM and former chairman of the firm. When appropriate, Helms will introduce prospective clients to LMM and will serve in a capacity as Senior Advisor to LMM’s client advisory team.
When assignments are not appropriate for LMM, Helms Capital will either provide advisory services directly or in partnership with other advisory firms with which strategic alliances exist and that are not competitive with LMM.