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Senior Advisor


After serving as Chairman and CEO of Lazard Middle Market's predecessor firm, Goldsmith Agio Helms, until its sale to Lazard in 2007, and as Chairman of Lazard Middle Market through March 2012, Jack Helms is now a Senior Advisor to the firm. Jack Helms has a successful and distinguished record in corporate finance spanning more than 25 years. He has initiated and completed a wide range of mergers, acquisitions, sales, divestitures, financings, and recapitalizations including complex cross-border sales and international joint ventures, and multifaceted sales of small-cap public companies. Mr. Helms has broad industry experience in the business services, consumer, healthcare, industrial products/manufacturing, natural resources/environment, and transportation categories.

Mr. Helms’ former board positions include AGA Medical Holdings, a Minnesota-based company (NASDAQ: AGAM) and leader in developing interventional devices for the minimally invasive treatment of cardiovascular defects and peripheral vascular disease; Applebee’s International, a Kansas City-based company (NASDAQ: APPB) with a market capitalization in excess of $2 billion, operating or franchising more than 1,900 casual dining restaurants; and Luigino’s, one of the leading producers and marketers of frozen entrees in North America. He is a frequent speaker on mergers and acquisitions-related topics throughout the country.

Prior to joining Lazard Middle Market, Mr. Helms was a partner in a major international law firm practicing in the area of mergers and acquisitions, limited partnerships, and tax and corporate law. Previously, he worked in corporate finance with a Fortune 100 company.

Mr. Helms was a member of the national Association for Corporate Growth (ACG) Board of Directors and was Chair of ACG InterGrowth 2011. Investment Dealers’ Digest (IDD) named Mr. Helms 2007 Middle-Market Banker of the Year.

Mr. Helms is a graduate of the University of Michigan Law School magna cum laude and Order of the Coif and a member of the Minnesota bar. He is also a graduate of Iowa State University with a Bachelor of Science in Industrial Administration, a Certified Public Accountant, and a member of the Minnesota Society of CPAs.

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