Overview
Hales is dedicated to providing clients with the financial tools to maximize their business prospects and create value. Whether you are looking to evaluate a new initiative or to create liquidity for your investment, we offer the advice and access to resources to assist you in accomplishing your goals.
We distinguish ourselves through our command of the financial and insurance markets and the superior service we provide our clients. Our professionals possess a broad understanding of the various sub-sectors of the insurance industry and our industry contacts and relationships enable us to better serve our clients’ needs during advisory projects.
Approach
Hales is uniquely-positioned as one of the only firms specializing in the various sub-sectors of the insurance industry. 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 understand 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 connection with more mergers, acquisitions and valuations in our industry sector than any other advisory firm 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 or advisory project. We believe this personal attention is one of our key strengths and differentiating factors.
- Sophisticated Understanding of the Financial and Insurance Markets
We are finely-attuned to conditions in the financial services and insurance markets. We provide sound market judgment and are sensitive to the influence of market conditions and structural issues on valuation. We also maintain extensive relationships with the capital markets and insurance sector private equity funds.
- Diverse Offering of Corporate Finance Services
We provide a variety of services including M&A advice, valuations, due diligence, strategic consulting and senior debt raising services. In addition, HCS provides advice for securities-related transactions including equity capital and sub-debt raising services to clients seeking growth funding and additional operating capital.
- Expertise in Adding Value
We maintain a highly-skilled team of professionals with insurance, advisory, capital raising, private equity and management expertise that provides unique insight into maximizing value for clients. Our professionals have developed successful track records as investors, advisors, regulators and bankers to the insurance industry and have led a wide variety of insurance and other financial services transactions. Each senior Hales professional has an average of 15 years of direct experience in mergers, acquisitions, finance and/or private equity.
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