Dowling Hales has developed a consistent reputation as the “advisor of choice” dedicated exclusively to the insurance distribution sector. We consistently rank among the top insurance advisors, having advised on over 168 completed transactions representing over $7.5 billion in aggregate value since 2008. In 2016, Dowling Hales was acquired by Vanbridge LLC, expanding our advisory services in the insurance sector for our clients and partners.
Dowling Hales holds a unique position in the market along with our parent company, Vanbridge LLC, our sister firms Alan Gray LLC and Universal Insurance Services (UIS), and our highly regarded strategic partners, including Dowling & Partners, among others.
Our collective firms have the capability to bridge the languages, cultures and financial interests across the broad spectrum of traditional insurance and capital markets to deliver significant value. No one insurance broker or investment bank currently offers this total integrated approach as a combined business enterprise—until now.
We have effectively converged the insurance, reinsurance and advanced planning space and solved for what the marketplace is starving for–innovative change–and believe we have unique options that have a distinctive advantage for our clientele.
*All securities-related transactions are conducted through Hales Securities, LLC, member FINRA/SIPC.
Our commitment to providing the insurance industry with best-in-class advisory services and transaction execution continues.
- Mergers & Acquisitions
- Private equity and debt capital raising
- Valuation and perpetuation planning advice
- Due diligence assistance when evaluating a new acquisition or investment