William B. Helbling

Shareholder

Bill concentrates his practice in the areas of business, tax and securities law, banking and commercial lending, and intellectual property & technology. He has a special emphasis on mergers and acquisitions, which includes coordinating, negotiating, and overseeing multimillion dollar M&A deals for clients in the insurance, manufacturing, and technology sectors. Bill's practical and reasoned approach to complex transactions has effectively guided clients to successful closings on both the buy and sell side of a deal.

Practice Areas

  • University of Pittsburgh School of Law, J.D.; The Pittsburgh Tax Review, Associate Editor; JURIST, Paper Chase Anchor
  • The Ohio State University, B.A.; cum laude, Dean’s List
  • Pennsylvania
  • Successfully closed several transactions with aggregate purchase consideration in excess of $1 Billion
  • Represented issuers in private securities offerings conducted under Regulation D, Regulation A, and Regulation CF
  • Guided fund managers, startup businesses, and developers through the federal Opportunity Zone tax program
  • Details on Insurance Brokerage Acquisitions & Divestitures
  • Included in Best Lawyers: Ones to Watch (Corporate Law, and Mergers and Acquisitions Law, 2023-2025 and Business Organizations including LLCs and Partnerships, 2024-2025)
Best Lawyers Ones to Watch Logo William Helbling
Super Lawyers® Rising Stars WBH
  • CALI Excellence for the Future Award in Mergers and Acquisitions, University of Pittsburgh School of Law

Community and Professional Service

  • Crime Victim Center of Erie County, Board Member
  • Community Blood Bank of Northwest Pennsylvania and Western New York, Board Member

Professional Affiliations

  • Erie County Bar Association, Past Board Member
  • Pennsylvania Bar Association

Speaking Engagements

  • Pennsylvania Economic Development Association (PEDA) Fall Conference, "Activating Opportunity Zones for Community Advancement," October 2024
  • Strategic Exits: Succession Planning, Valuation, and M&A for Independent Agencies, May 2024: Legal Perspectives on Succession Planning, Perpetuation, and Mergers and Acquisitions
  • Firm's Professional Advisor Symposium, October 2023: 25 Legal Tips in 50 Minutes, Panelist
  • Firm's Professional Advisor Symposium, October 2021: The Real Shark Tank: Overview of Private Securities Offerings and Crowdfunding
  • Webinar: COVID-19 Loan Opportunities, hosted by Erie Regional Chamber & Growth Partnership, April 2020
  • Firm's Professional Advisor Symposium, October 2019: Don't Get Lost in the Weeds: The Legality of Cannabis-Based Products
  • Firm's Professional Advisor Symposium, October 2018: Exciting (No Really!) Tax Updates: Opportunity Zones, Tax Act Update and the Wayfair Decision

Articles and Publications