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Hales & Company is one of the oldest and most experienced advisory and investment
banking firms solely dedicated to the insurance industry. Founded in 1972, the firm has
evolved from its traditional roots in research to become one of the largest investment
banks specializing in assisting insurance agents and brokers, insurance companies, and related
financial services businesses.
At Hales we pride ourselves as being the preeminent investment bank and financial
advisory firm in the insurance industry. During 2007 we were once again the #1 merger
and acquisition advisor in the industry with a total of 30 transactions. In the past 4 years,
we have completed over 80 transactions, with an approximate deal value totaling $1.8 billion.
Our Mission
Our commitment to you is simply stated in our mission:
"To deliver unsurpassed industry knowledge, to be creative and innovative, to
provide undivided client dedication, and to uphold the highest level of
confidentiality and integrity in all our dealings."
Investment Banking Services
We offer a variety of investment banking services, including traditional mergers and acquisition advisory,
strategic consulting, valuations, fairness opinions, and corporate finance. In addition, through our private equity investment activities, we have distinguished ourselves as a leading provider of equity capital to middle-market businesses that focus on insurance distribution and related services.
Our clients represent a diverse mix of businesses:
- Property/casualty retail brokerages
- Life/health/benefits retail brokerages
- Wholesale brokerages
- Managing general agencies
- Insurance and reinsurance underwriters
- Premium finance companies
- Technology and software firms
- Outsourcing companies
Through our expertise and dedicated approach to client service, we have assisted hundreds of insurance organizations in achieving their financial and non-financial goals and objectives.
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