BREAKING NEWS:
Hales & Company and Investor Group Announce the Formation of Dowling Hales
click to view press release
Who We Are
Founded in 1972, Hales & Company is one of the oldest and most experienced advisory firms focused exclusively on the insurance industry. Over the past nearly four decades since its founding, the firm has grown to become a leading nationwide advisor to the insurance and insurance distribution sectors.
Hales & Company, together with its broker-dealer affiliate, Hales Capital Securities (“HCS”), a member of FINRA, has developed a consistent reputation as the “advisor of choice” dedicated to the insurance distribution sector. Hales has an unmatched M&A track record among advisors to the insurance industry. Since 2000, Hales has advised on 175 transactions worth in excess of $2.4 billion in transaction value and often ranks No. 1 among advisors to the industry, as it has for the past five years. This consistent performance underscores the firm’s professionalism, integrity and reputation as a leader in providing M&A advice to the insurance industry.
Our Services
Hales offers a range of advisory services, including traditional M&A (sell-side and buy-side) advice, due diligence services, valuations for perpetuation and estate planning purposes and strategic consulting. Hales’ broker/dealer, HCS, a member of FINRA, executes all securities-related transactions including fairness opinions, private placements of equity and subordinated debt securities for its middle-market insurance clients and has helped clients nationwide.
Our clients represent a diverse mix of insurance distribution, underwriting, risk management, administration and technology-related businesses:
- Property/casualty retail brokers
- Life/health/benefits retail brokers
- Wholesale brokers
- Managing general agencies
- Insurance and reinsurance underwriters
- Premium finance companies
- Pension, outsourcing and claims administrators
- Insurance technology and related software firms
Through our expertise and dedicated approach to superior client service, we have assisted hundreds of insurance organizations in achieving their financial and non-financial goals and objectives.
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