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)
- Included in Pennsylvania Super Lawyers® Rising Stars, 2023-2024
- 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
- Agent and Broker Mergers & Acquisitions - 3rd Quarter 2024
- Mergers & Acquisitions Process Overview: Part 1
- Mergers & Acquisitions Process Overview: Part 2
- Mergers & Acquisitions Process Overview: Part 3
- Mergers & Acquisitions Process Overview: Part 4
- Mergers & Acquisitions Process Overview: Part 5
- What to Expect When You Are Expecting A Private Equity Exit
- Agent and Broker Mergers & Acquisitions - First Half 2024
- Agent and Broker Mergers & Acquisitions: 3rd Quarter 2023
- 2022 Agent and Broker Mergers and Acquisitions: 17% Decline
- 2021 Agent and Broker Mergers and Acquisitions
- The Real Shark Tank: Overview of Private Securities Offerings and Crowdfunding
- Potential Federal Tax Changes: What May Be Coming
- The Legality of Cannabis-Based Products
- Non-Disclosure Agreements (NDAs): Tips
- The Wayfair Decision – A Possible Domino Effect?
- William B. Helbling Named Shareholder of Knox Law
- 14 Knox Law Attorneys Included on 2025 Best Lawyers in America® List
- 15 Knox Law Attorneys Selected for 2024 PA Super Lawyers® and Rising Stars
- Bill Helbling Speaks at Strategic Exit Event for Independent Agencies
- 14 Knox Law Attorneys Included on 2024 Best Lawyers in America® List
- 14 Knox Law Attorneys Selected for 2023 PA Super Lawyers® and Rising Stars Lists
- 13 Knox Law Attorneys Included on 2023 Best Lawyers in America® List
- Knox Law Continues Tradition of Service to the Legal Profession
- Knox Law is Pleased to Welcome William B. Helbling to Our Firm