Hales & Company

Transactions

Home
Services
Research
Transactions
Transactions
Tombstones
Strategic Alliances
Value of an Advisor
Professionals
About Us
Contact

Representative M&A Transactions

Year Buyer Location Seller Location
2008 Bollinger, Inc. Short Hills, NJ MPPI Insurance Services Hazlet, NJ
2008 Arthur J. Gallagher & Co. Itasca, IL Fuller & O'Brien, Inc. Albany, NY
2008 Confie Seguros New York, NY Alamo Auto Insurance San Antonio, TX
2008 Gallagher Benefit Services, Inc. Itasca, IL Summit Insurance Group San Antonio, TX
2008 Arthur J. Gallagher & Co. Itasca, IL California Insurance Center Lafayette, CA
2008 Higginbotham & Associates Fort Worth, TX Madison Benefits Group, Inc. Houston, TX
2008 Brown & Brown, Inc. Daytona, FL Fullerton & Co., Inc. Portland, OR
2008 Wells Fargo Insurance Services Chicago, IL Herder-Tarricone Associates Three Bridges, NJ
2008 Arthur J. Gallagher & Co. Itasca, IL Wm. W. George & Associates, Inc. Dallas, TX
2008 The Norcal Group San Francisco, CA MIC Holding Company Newton Square, PA
2008 U.S.I. Holdings Corporation Briarcliff Manor, NY BenefitPartners Newport Beach, CA
2008 Alliant Insurance Services Stamford, CT ClearPoint Seattle, WA
2008 Ascension Insurance, Inc. Kansas City, MO Employers Mutual, Inc. Stuart, FL
2008 Arthur J. Gallagher & Co. Itasca, IL Healthcare Risk Solutions, LLC Ft. Washington, PA
2008 Arthur J. Gallagher & Co. Itasca, IL RSI Mt. Laurel, NJ
2008 Atlantic Specialty Lines of Pennsylvania, LLC Richmond, VA ESL, Inc Harrisburg, PA
2008 AmWINS Group, Inc. Charlotte, NC Beacon Risk Strategies Seattle, WA
2008 Edgewood Partners Insurance Center San Mateo, CA Kelley & Swain, Inc. Folsom, CA
2008 Mercator Risk Services New York, NY Tennant Risk Services Insurance Agency, LLC Hartford, CT
2008 The Treiber Group Garden City, NY Business Insurance Agency, Inc. Commack, NY
2008 U.S.I. Holdings Corporation Briarcliff Manor, NY Webster Insurance, Inc. Meriden, CT
2008 Darwin Professional Underwriters Farmington, CT Agency Marketing Services St. Pete Beach, FL
2008 Hub International Ltd. Chicago, IL Scheer's, Inc. Westmont, IL
2008 Hub International Ltd. Chicago, IL JRN Benefits, Inc. Santa Barbara, CA
2008 Arthur J. Gallagher & Co. Itasca, IL The Commonwealth Consulting Group Jenkintown, PA
2008 North American Insurance Agency, Inc. Oklahoma City, OKL Minard-Ames Insurance Agency Phoenix, AZ
2008 Kinloch Holdings, Inc. New York, NY Olympic Agency, Inc. West Orange, NJ
2007 Simplyhealth London, United Kingdom Medisure London, United Kingdom
2007 The HDH Group, Inc. Pittsburgh, PA Byerly Insurance Agents and Broker, Inc.** Lemoyne, PA
2007 NIP Group, Inc. Woodbridge, NJ Thomas J. Sharp Associates, Inc.** Somerville, NJ
2007 A.J. Lupas Insurance** Plains, PA First Insurance Center, Inc. Wilkes-Barre, PA
2007 Regions Insurance Group, Inc.** Birmingham, AL Miles & Finch Kokomo, IN
2007 C C Roy Insurance Brokers, Inc.** Pleasantown, CA FRO Insurance Brokers, Inc. Pleasantown, CA
2007 U.S.I. Holdings Corporation** Briarcliff Manor, NY Sammis, Smith & Brush, Inc. Woodbury, NY
2007 Swett & Crawford Atlanta, GA Oxbridge Insurance Associates, Inc.** Morristown, NJ
2007 U.S.I. Holdings Corporation Briarcliff Manor, NY BenefitPort Englewood, NJ
2007 Hub International Ltd. Chicago, IL E. J. Phelps & Company San Diego, CA
2007 U.S.I. Holdings Corporation Briarcliff Manor, NY Pavlo, Weinberg & Associates (certain assets) Woodland Hills, CA
2007 U.S.I. Holdings Corporation Briarcliff Manor, NY Countrywide Facilities Corporation East Meadow, NY
2007 Risk Placement Services, Inc. Itasca, IL Robert A. Schneider Agency, Inc. Minnetonka, MN
2007 NIP Group, Inc. Woodbridge, NJ Lucas & Dake Co. Woodbridge, NJ
2007 Hub International Ltd. Chicago, IL Diversified Risk Insurance Brokers Emeryville, CA
2007 Beneficial Insurance Services, LLC Philadelphia, PA CLA Agency, Inc. Newtown Square, PA
2007 Brown & Brown, Inc Daytona, FL Island Risk Management Associates, Inc. Huntington Station, NY
2007 National Financial Partners New York, NY Undisclosed Undisclosed
2007 Brown & Brown, Inc Daytona, FL Tavor Corp. Denville, NJ
2007 Hub International Ltd. Chicago, IL The Rigg Group, Inc. Dallas, TX
2007 Allied Capital Washington, DC Higginbotham & Associates Dallas, TX
2007 Hub International Ltd. Chicago, IL Jacobs & Jacobs Inc Roslyn Heights, NY
2007 Marshall & Sterling Poughkeepsie, NY Putnam Benefits and Insurance Holmes, NY
2007 Undisclosed Undisclosed Target Insurance Group Brandon, FL
2007 Hilb Rogal & Hobbs Company Richmond, VA The Urman Company Denver, CO
2007 NII Brokerage, LLC New York, NY RPM Group New York, NY
2007 Riggs, Counselman, Michaels & Downes Townson, MD JZA, Inc. Bethesda, MD
2007 Hilb Rogal & Hobbs Co. Glen Allen, VA Global Special Risks LLC New Orleans, LA
2007 Brown & Brown, Inc Daytona, FL Sobel Affiliates, Inc. Garden City, NY
2007 Risk Placement Services, Inc. Itasca, IL ISG International, Inc. Cambridge, MD
2007 U.S.I. Holdings Corporation Briarcliff Manor, NY Countrywide Facilities Corporation East Meadow, NY
2007 U.S.I. Holdings Corporation Briarcliff Manor, NY Sammis, Smith & Brush, Inc. Woodbury, NY
2006 CCP Equity Partners / North Haven Partners Hartford, CT / New York, NY Kinloch Holdings, Inc. Richmond, VA
2006 Kinloch Holdings, Inc. Richmond, VA Genatt Associates New Hyde Park, NY
2006 Hub International Ltd. Chicago, IL Kaufman & Kaufman Insurance Salt Lake City, UT
2006 U.S.I. Holdings Corporation Briarcliff Manor, NY Kibble & Prentice Seattle, WA
2006 Hays Companies Minneapolis, MN Onal & Associates Severna Park, MD
2006 Arthur J. Gallagher & Co. Itasca, IL Lemac & Associates Inc. Los Angeles, CA
2006 American International Group, Inc New York, NY Travel Guard International Stevens Point, WI
2006 Trident III, L.P. Greenwich, CT Preferred Concepts LLC New York, NY
2006 Leavitt Group Enterprises, Inc. Cedar City, UT Ray Silva Insurance Associates, Inc. San Jose, CA
2005 Hub International Ltd. Chicago, IL CEB Business Insurance Services Costa Mesa, CA
2005 Distinguished Programs Group, LLC New York, NY Great American Custom Solutions, Inc. Tustin, CA
2005 CRC Insurance Services Birmingham, AL Vista Insurance Partners San Antonio, TX
2005 U.S.I. Holdings Corporation Briarcliff Manor, NY Humanex, Inc. Fremont, CA
2005 Beecher Carlson Holdings, Inc. Atlanta, GA JBL&K Risk Services Portland, OR
2005 Management Team Englewood, NJ Benefitport, Inc. (New Jersey) Englewood, NJ
2005 Willis Group Holdings London, UK PRIMARY Worldwide Corporation Los Gatos, CA
2005 U.S.I. Holdings Corporation Briarcliff Manor, NY Summit Global Partners Inc. Dallas, TX
2004 U.S.I. Holdings Corporation Briarcliff Manor, NY Benefit Partners of America, LLC Nashville, TN
2004 RSM McGladrey, Inc. Atlanta, GA Pavlo, Weinberg & Associates Woodland Hills, CA
2004 Hilb Rogal & Hobbs Co. Glen Allen, VA Surplus Inc. Conroe, TX
2004 Arthur J. Gallagher & Co. Itasca, IL Benefitport, Inc. (Northwest) Seattle, WA
2004 U.S.I. Holdings Corporation Briarcliff Manor, NY Future Planning Associates, Inc. Matawan, NJ
2004 Sumitomo Corporation of America New York, NY Broadway Premium Funding Corp. (B-R) New York, NY
2004 Hub International Ltd. Chicago, IL Bush, Cotton & Scott, LLC Seattle, WA
2004 All Risks, Ltd. Baltimore, MD Overstreet & Newell, Inc. (USI Holdings) Atlanta, GA
2004 U.S.I. Holdings Corporation Briarcliff Manor, NY Bertholon-Rowland Corporation New York, NY
2004 U.S.I. Holdings Corporation Briarcliff Manor, NY Dodge, Warren & Peters San Francisco, CA
2004 LISI San Mateo, California Benefitport, Inc. (California) Los Angeles, CA
2003 The BISYS Group, Inc. New York, NY Capital Synergies, Inc. McHenry, IL
2003 American United Life (AUL) Indianapolis, IN R.E. Moulton, Inc Marblehead, MA
2003 Hilb Rogal & Hobbs Co. Glen Allen, VA Bliss & Glennon, Inc Redondo Beach, CA
2003 The Leavitt Group Cedar City, UT Mutual Insurance Services Federal Way, WA
2003 Hilb, Rogal & Hamilton Co. Glen Allen, VA Maclean, Oddy & Associates Inc. Dallas, Texas
2003 The BISYS Group, Inc. New York, NY Tri-City Brokerage, Inc. San Francisco, CA
2003 U.S.I. Holdings Corporation Briarcliff Manor, NY O'Leary Kientz, Inc. Cincinnati, OH
2003 U.S.I. Holdings Corporation Briarcliff Manor, NY Hastings-Tapley Insurance Agency, Inc Woburn, MA
2003 Hilb, Rogal & Hamilton Co. Glen Allen, VA Sheppard Riley & Coughlin Boston, MA
2003 U.S.I. Holdings Corporation Briarcliff Manor, NY Guild Agency, Inc. Jericho, NY
2002 CBCA, Inc. Oakland, CA USI Administrators San Francisco, CA
2002 Cannon Cochran Mgmt. Services, Inc. Danville, IL OHMS Albuquerque, NM
2002 Cannon Cochran Mgmt. Services, Inc. Danville, IL Northern General Services Portland, ME
2002 Distribution Partners Inv. Capital LP New York, NY Tri-City Insurance Brokers San Francisco, CA
2002 Hilb, Rogal & Hamilton Co. Glen Allen, VA Hobbs Group, LLC Atlanta, GA
2002 Arthur J. Gallagher & Co. Itasca, IL Manning & Smith Insurance Wichita, KS
2002 Arthur J. Gallagher & Co. Itasca, IL Roberts & Roberts Ins. Agency, Inc. Oklahoma City, OK
2002 Distribution Partners, LP New York, NY Kibble & Prentice, Inc. Seattle, WA
2002 Kibble & Prentice, Inc. Seattle, WA Rourke & Bell Insurance Agency Seattle, WA
2002 Kibble & Prentice, Inc. Seattle, WA Axelson & Associates, Inc. Seattle, WA
2002 Kibble & Prentice, Inc. Seattle, WA P. Robert Brown, Inc. dba PRBI Consulting Seattle, WA
2001 J. Smith Lanier & Co. West Point, GA Schulz-Rowson Cos. Alpharetta, GA
2001 Hartford Financial Services Access Coverage Corp. Charlotte, NC
2001 Distribution Partners, LP New York, NY Onvoi Business Solutions, Inc. Sacramento, CA
2001 Arch Capital Group, Ltd. Hamilton, BR Altus Group Holdings, Ltd. Stamford, CT
2001 AXA Financial New York, NY ICAT Managers LLC Boulder, CO
2001 Hilb, Rogal & Hamilton Co. Glen Allen, VA Dulaney, Johnston & Priest, Inc. Wichita, KS
2001 Arthur J. Gallagher & Co. Itasca, IL Texas Insurance Agency, Inc. Houston, TX
2001 Management & Dist. Partners, LP Hartford, CT Undisclosed
2001 Management & Dist. Partners, LP Hartford, CT Calco San Mateo, CA
2001 AIG, Fireman's Fund New York, NY Undisclosed
2000 Westport Worldwide LLC Danbury, CT Executive Benefits Group, Inc. Braintree, MA
2000 Capital Synergies, Inc. Barrington, IL Pension Actuaries of Philadelphia, Inc. Philadelphia, PA
2000 O'Neill Finnegan & Jordan Boston, MA McLaughlin & Co. Florham, NJ
2000 Ward North America Holding, Inc. San Diego, CA Anchor Pacific Underwriters, Inc. Concord, CA
2000 Marovich, O'Shea & Coughlan San Francisco, CA Johnson & Anton Colorado Springs, CO
2000 BenefitPort, Inc. Greenwich, CT Reppond Cos. Seattle, WA
2000 Mutual Risk Mgmt/E.W.B./Emp Re San Diego, CA Ward North America San Diego, CA
2000 American E&S San Francisco, CA Gateway Excess & Surplus Lines Woodland Hills, CA
2000 FCCI Insurance Group Sarasota, FL Monroe Guaranty Insurance Group Carmel, IN
2000 Cullen Frost Bank San Antonio, TX Neiman Hanks Puryear Partners Austin, TX
2000 Acordia, Inc. Chicago, IL Duckworth-Morris Agency, Inc. Tuscaloos, AL
2000 Acordia, Inc. Chicago, IL Peak Insurance Services, Inc. Phoenix, AZ
2000 Hobbs Group, LLC Atlanta, GA FMAC Insurance Services Morristown, NJ
2000 Distribution Partners, LP New York, NY Bertholon-Rowland Corporation New York, NY
1999 Americana Financial Services, Inc. New York, NY Benefits Unlimited, Inc. Warwick, RI
1999 Mutual Risk Management, Ltd. San Diego, CA Captive Resources Inc. Schaumburg, IL
1999 Americana Fin'l Svcs, Inc. New York, NY Morstan General Agency, Inc. Lake Success, NY
1999 Wellington plc London, EN John Linneman & Co San Francisco, CA
1999 CUNA Mutual Group Madison, WI Stewart Associates, Inc. Elgin, IL
1999 Acordia, Inc. Chicago, IL Montgomery & Collins, Inc. San Fran, CA & Denver, CO
1999 Seabury & Smith, Inc. New York, NY Montgomery & Collins, Inc. Boston, MA
1999 Management & Employees New York, NY Distinguished Programs, LLC New York, NY
1999 Hobbs Group, LLC Atlanta, GA The Linden Company Denver, CO
1999 Hobbs Group, LLC Atlanta, GA Kirklin & Co. Omaha, NE
1999 Frost National Bank San Antonio, TX Professional Insurance Agency, Inc. Refugio, TX
1999 Hobbs Group, LLC Atlanta, GA Timothy S. Mills, Inc. San Diego, CA
1999 Robert F. Driver & Co. San Diego, CA The Sher Company San Rafael, CA
1999 Robert F. Driver & Co. San Diego, CA Averbeck Company Ontario, CA
1999 Acordia, Inc. Chicago, IL Banc One Insurance Indiana & Michigan
1999 Conning & Co. Hartford, CT Hobbs Group, LLC Atlanta, GA
1998 Acordia, Inc. Chicago, IL DiManno Hansen Insurance Rancho Cordova, CA
1998 O'Neill Finnegan & Jordan Boston, MA Campbell Book of Business Boston, MA
1998 Hobbs Group, LLC Atlanta, GA O'Neill Finnegan & Jordan Boston, MA
1998 USI Insurance Services San Francisco, CA J.J. Newman & Co. Garden City, NY
1998 USI Insurance Services San Francisco, CA Colburn Insurance Services Media, PA
1998 Robert F. Driver & Co. San Diego, CA Simmons Book of Business San Francisco, CA
1998 Hilb, Rogal & Hamilton Co. Glen Allen, VA Hunt Insurance Group, Inc. Tallahassee, FL
1998 Acordia, Inc. Chicago, IL Pottinger & Co., Inc. Dayton, OH
1998 Mellon Bank NA Pittsburgh, PA Clair ODell Group Plymouth Meeting, PA
1998 Hobbs Group, LLC Atlanta, GA AVA Insurance Agency, Inc. Oak Brook, IL
1998 USI Insurance Services San Francisco, CA Spadaccia, Ryan & Haas Yorktown Heights, NY
1998 Orion Capital Corp. Farmington. CT Acordia, Inc. Chicago, IL
1998 Management & Employees San Diego, CA Robert F. Driver & Co. San Diego, CA
1997 Hobbs Group, LLC Atlanta, GA Westport Worldwide, LLC Danbury, CT
1997 Arthur J. Gallagher & Co. Itasca, IL Byerly & Co. Englewood, CO
1997 The Copeland Companies East Brunswick, NJ Donald F. Smith & Associates Lawrenceville, NJ
1997 HealthCare Solutions Group Tulsa, OK National Benefit Administrators Colorado Springs, CO
1997 ProBusiness Services, Inc. Pleasanton, CA BeneSphere, Inc. Pleasanton, CA
1997 Acordia, Inc. Chicago, IL Bush Cotton, Inc. Bellevue, WA
1997 Acordia, Inc. Chicago, IL Simons & Rose Coconut Grove, FL
1997 Acordia, Inc. Chicago, IL Dorsey & Co. West Palm Beach, FL
1997 Ellsworth, LeBlanc & Ellsworth New Orleans, LA Hilb, Rogal & Hamilton Co. of LA New Orleans, LA
1997 Old Kent Financial Corp. Grand Rapids, MI Grand Rapids Holland Agency, Inc. Grand Rapids, MI
1997 Mesirow Financial Chicago, IL Boockford and Company Oak Brook, IL
1997 USI Insurance Services San Francisco, CA Affiliated Insurance Consultants Burr Ridge, IL
1997 Management & Employees San Diego, CA Hobbs Group, LLC Atlanta, GA
1996 Acordia, Inc. Chicago, IL Repka Associates, Inc. Ft. Wayne, IN
1996 Acordia, Inc. Chicago, IL Midwest Benefit Services Ft. Wayne, IN
1996 Ascensus, Inc. Salt Lake City, UT Acordia of Utah Salt Lake City, UT
1996 USI Insurance Services San Francisco, CA Benefit Strategies Manchester, NH
1996 Management & Employees Appleton, WI Insurance Services, Inc. Appleton, WI
1996 Acordia, Inc. Chicago, IL ReagerHarris, Inc. Louisville, KY
1996 Acordia, Inc. Chicago, IL Rothschild, Bell & Walseth, Inc. St. Paul, MN
1996 Acordia, Inc. Chicago, IL Flat Top Insurance Bluefield, WV
1996 Acordia, Inc. Chicago, IL McElroy Minister Co. Columbus, OH
1996 USI Insurance Services San Francisco, CA Summit Perspectives Sacramento, CA
1996 USI Insurance Services San Francisco, CA Stone & Michaud Manchester, NH
1996 USI Insurance Services San Francisco, CA The Anderson Company Houston, TX
1996 USI Insurance Services San Francisco, CA Henderson & Phillips Norfolk, VA
1995 USI Insurance Services San Francisco, CA Association Growth Enterprises, Inc. Landover, MD
1995 Hilb, Rogal & Hamilton Co. Glen Allen, VA Hayhurst Elias Dudek, Inc. Winnipeg, Canada
1995 USI Insurance Services San Francisco, CA Bechard Insurance Agency Nashua, NH
1995 USI Insurance Services San Francisco, CA Julius Moll & Son Chicago, IL
1995 USI Insurance Services San Francisco, CA H&Q Insurance Brokers San Francisco, CA
1995 USI Insurance Services San Francisco, CA The Insurance Exchange Manchester, NH
1995 USI Insurance Services San Francisco, CA Flanigan, O'Hara & Gentry Fort Washington, PA
1995 USI Insurance Services San Francisco, CA United California, Inc. North Hollywood, CA
1995 USI Insurance Services San Francisco, CA Thomas E. Wood, Inc. Cincinnati, OH
1995 Acordia, Inc. Chicago, IL National Target Group Pueblo, CO
1995 Acordia, Inc. Chicago, IL Chamberlaine & Flowers Clarksburg, WV
1995 Acordia, Inc. Chicago, IL Bain-Hogg Robinson, North America Boston, MA
1995 Acordia, Inc. Chicago, IL Moore-Peterson Company Youngstown, PA
1995 American Phoenix Corp. Avon, Ct The Garlington Group Marietta, GA
1995 Arthur J. Gallagher & Co. Itasca, IL Kaler Carney Liffler & Co. Boston, MA
1995 Arthur J. Gallagher & Co. Itasca, IL RMI Insurance Granada Hills, CA


Companies in bold represent Hales client.
Companies marked with ** represent WFG client.