Overview
Hales is dedicated to providing clients with the financial tools to maximize their business prospects and create value. Whether you are a business looking to evaluate a new initiative or an owner looking to create liquidity for your investment, we offer the advice and access to resources to assist you in accomplishing your goals.
Over the last ten years, we have advised on over 150 completed transactions with aggregate valuations in excess of $3 billion. Our Corporate Finance practice offers a variety of third-party services:
- Advice on mergers and acquisitions, recapitalizations and divestitures
- Valuations and fairness opinions for privately-held and publicly traded entities
We distinguish ourselves through our command of the financial and insurance markets and the high level of service we provide our clients. Our partners and professionals have unique expertise through their diverse backgrounds in investment banking and insurance operations. Our broad range of industry contacts and relationships enable us to better serve our clients’ needs.
Approach
We are uniquely positioned as one of the only firms specializing in the complex insurance and financial services industries. We offer complete execution capabilities and senior-level attention with an emphasis on long-term value creation for our clients.
We offer our clients:
- Creative Solutions for Complex Issues
Our strengths include originating, structuring and executing corporate finance transactions. We know that the best solutions for our clients are not always transparent; often, we rely on our creativity and ingenuity to develop unique alternatives. We have served as advisor in more mergers and provided more valuations for firms in our industry sector than any other investment bank or fund advisor.
- Long-Term Relationship Building
We focus on a limited number of clients in a well-defined niche. We are committed to creating long-term relationships with our clients based on loyalty, integrity and continuously adding value to our clients' businesses beyond fee producing transactions.
- Senior-Level Attention
A senior Hales professional is always actively involved in all phases of each transaction. We believe this personal attention is one of our key strengths.
- Sophisticated Understanding of the Financial and Insurance Markets
We are finely attuned to conditions in the financial and insurance markets. We provide sound market judgment and are sensitive to the influence of market conditions and structural issues on valuation. We have extensive relationships with the capital markets and insurance sector private equity funds.
- Diverse Offering of Corporate Finance Services
We have expertise in and provide a variety of services including third-party mergers and acquisitions advice, and third-party valuations to a variety of entities.
- Expertise in Adding Value
We have a fully-assembled and highly skilled team of professionals with investment banking, private equity and management expertise that provides unique insight into maximizing value. Our professionals have successful track records over the last 25 years as investors and advisors in a wide variety of insurance transactions. Each senior Hales professional has an average of 10 years direct experience in corporate finance and/or private equity.
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