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About Us
Helius Partners mobilizes a board of highly-sought after senior advisors and directors across finance, AI, renewable and traditional energy, infrastructure, media, retail, consumer goods, litigation, policy, marketing, and investment banking to help operating companies navigate private capital markets with precision. Our proprietary H.E.L.I.U.S.™ protocol, a data-driven, AI-enabled framework, builds bespoke, modular “deal engines" and powerful marketing roadmaps tailored and implemented within each engagement.
Under direct oversight from seasoned directors, we drive strategic relationship mapping, top-line growth initiatives, and financial optimization, positioning businesses to enhance enterprise value and pursue acquisitions, partnerships, or other scalable expansion opportunities.
process
Designed for success, not setbacks.
Bespoke deal origination & strategic counsel
Leveraging a sector agnostic solution and senior oversight, Helius pinpoints levers and deals that elevate your strategic growth. We translate insight into ready-to-execute growth initiatives, generating fresh demand, bolstering enterprise-value, and driving sophisticated outcomes.
GET STARTEDSupporting your objectives in any market conditions globally
Helius Partners conducts mandate, criteria-based screening to identify strategic opportunities whose published criteria match your sector and growth objectives. We then implement demand generation systems, so your team can initiate and schedule informed conversations concerning your private matters.
GET STARTEDBoutique M&A support
Helius Partners guides you end-to-end, from preliminary fit scans through post-close integration, prioritising transactions that strengthen earnings and preserve cultural alignment. The engagement delivers a rigorously screened pipeline of acquisition or partnership targets, an integration playbook tailored to your operating rhythm, and the assurance that every deal advances your strategy and structure.
GET STARTEDOur Team
Kyle G. Benford is a dedicated leader in finance and marketing, specializing in building strategic partnerships. With a profound commitment to fostering success, Mr. Benford has thoughtfully originated over $2 billion in strategic opportunities for a distinguished network including Fortune 500 companies, hedge funds, and leading financial institutions.
Colton A. Warren is a former investment banker in the Energy & Power group at JPMorgan Chase & Co., where he supported Fortune 500 clients and institutional investors over $20 billion in mergers, acquisitions, and financings across the oil & gas, utilities, and renewable energy sectors.
Weldon Turner is a senior finance executive with over 40 years of experience in equity markets, M&A, strategic growth advisory, and renewable energy development across global markets. He was VP of equity sales at Salomon Brothers and Credit Suisse.
Boris Steffen is a highly sought-after expert advisor on over $240 billion in M&A and restructurings, having testified as an expert witness in 90 state and federal court cases on complex, high-profile financial matters. He has shared stages and screens with Michael Jackson, Frank Sinatra Jr., The Temptations, Barry Manilow, and Sammy Davis, Jr., among many others.
Mark Flaherty is a distinguished financial executive who drove Sally Beauty's revenue from $2.5 billion to $3.9 billion through transformative M&A and strategic initiatives. At Marquee Brands, Mark oversaw a portfolio including prominent names like Martha Stewart, Anti Social Social Club, and Bruno Magli.
Daniel H. Dickson is a senior executive and advisor with over 40 years of leadership, including managing $300M+ P&L at GE, scaling Best Cellars' revenue by 75%, and overseeing acquisition-led growth to $600 million for The Winebow Group.
Lawrence E. “Larry” Daniel is a digital forensics pioneer who founded one of the earliest firms in the field, testified in 90 cases, led a $40 million acquisition, built a $20 million revenue business, and managed a $40 million budget for facilities and systems engineering at KFC National Management.
Tom Miller brings over three decades of financial leadership, having been instrumental in issuing $4 billion in debt at ConocoPhillips, overseeing $16 billion in trusts at Exelon, and serving as CFO for Sunoco LP and Cleco Corporation.
Frequently Asked Questions
Deal origination describes the securing of a variety of partnership, growth, and deal-based opportunities that cross your desk. Fundraising is the seeking of financial support. Helius Partners increases deal flow by using our rolodex and AI to detect mandates, map relationship fits, funding events, and various live signals to identify firms with relevant gaps and pains that your firm's deal or service solves. Our sophisticated advisory assesses your story so that it is packaged and positioned for more deals. Through our curated network of capital providers and strategic partners, we help you increase confidence and broaden your vision with opportunity through strategic counsel, analytics, AI, and a tailored approach to marketing.
We collaborate with companies in various sectors across and adjacent to finance, AI, SaaS, blockchain, consumer products, infrastructure, energy, and renewable energy. Our ideal engagements are businesses already generating revenue and looking to grow or have grown rapidly. Our solution is sector-agnostic, concentrating on revenue, financial health and the quality of the management team, who can leverage our strategic support.
Helius Partners is guided by a board that blends Fortune 100 operating experience, seasoned transactional leadership ranging from Wall Street, Hollywood, and Silicon Valley, and, architects of transactional public policy, with artificial intelligence and new-age marketing. This breadth equips us to craft strategies precisely tuned to your growth goals and to remain hands-on with management from initial planning through the execution of rapid growth, delivering key insight while avoiding promises no advisor can guarantee.
Very little. Once your onboarding and assessment are complete, we manage market intelligence, outreach, scheduling, and reporting. Your team only needs to attend meetings that we book into your calendar. We streamline everything so you can focus on decision-making, deal execution, and conversations that are worth your time. Throughout the process, we leverage real-time analytics and hands-on board-level counsel, which your team has access to at your complete convenience. We ensure your team leads all communications and negotiations with confidence.
To begin the process, please click "Partner With Us" on our website, or email Support@HeliusPartners.com.
Our firm is named 'Helius' Partners to reflect the myth of Helius and our journey. In Greek mythology, Helius, the sun god, traveled across the sky each day in his golden chariot drawn by four magnificent horses, bringing daylight to the world. This symbolizes our commitment to illuminating opportunities and driving success for our clients. Just as Helius brought light to the world each day, we aim to bring clarity, direction, and success to your business by navigating through the complexities of the market and securing the best opportunities for growth.