2008 Closed Transactions

Organization in bold indicates client represented by Dowling Hales.

Buyer Seller
Ascensus
Dresher, PA		 Baden Retirement Plan Services
Fort Wayne, IN
Horst Insurance
Lancaster, PA		 Insurance Masters of Lancaster, Ltd.
Lancaster, PA
Caruso Benefits Group, Inc.
Bethlehem, PA		 Carl A. Curcio & Associates, Inc. (selected assets)
Easton, PA
Caruso Benefits Group, Inc.
Bethlehem, PA		 Johnson & Muir, Inc. (selected assets)
Easton, PA
Ascension Insurance, Inc.
Kansas City, MO		 First Charter Insurance Services
Charlotte, NC
Risk Placement Services, Inc.
Itasca, IL		 Continental Special Risks, Inc.
Roswell, GA
Bollinger, Inc.
Short Hills, NJ		 MPPI Insurance Services
Hazlet, NJ
Arthur J. Gallagher & Co.
Itasca, IL		 Fuller & O’Brien, Inc.
Albany, NY
Confie Seguros
New York, NY		 Alamo Auto Insurance
San Antonio, TX
Gallagher Benefit Services, Inc.
Itasca, IL		 Summit Insurance Group
San Antonio, TX
Arthur J. Gallagher & Co.
Itasca, IL		 California Insurance Center
Lafayette, CA
Higginbotham & Associates
Fort Worth, TX		 Madison Benefits Group, Inc.
Houston, TX
Brown & Brown, Inc.
Daytona, FL		 Fullerton & Co., Inc.
Portland, OR
Wells Fargo Insurance Services
Chicago, IL		 Herder-Tarricone Associates
Three Bridges, NJ
Arthur J. Gallagher & Co.
Itasca, IL		 Wm. W. George & Associates, Inc.
Dallas, TX
The Norcal Group
San Francisco, CA		 MIC Holding Co.
Newton Square, PA
U.S.I. Holdings Corp.
Briarcliff Manor, NY		 BenefitPartners
Newport Beach, CA
Alliant Insurance Services
Stamford, CT		 ClearPoint
Seattle, WA
Ascension Insurance, Inc.
Kansas City, MO		 Employers Mutual, Inc.
Stuart, FL
Arthur J. Gallagher & Co.
Itasca, IL		 Healthcare Risk Solutions, LLC
Ft. Washington, PA
Arthur J. Gallagher & Co.
Itasca, IL		 RSI
Mt. Laurel, NJ
Atlantic Specialty Lines of Pennsylvania, LLC
Richmond, VA		 ESL, Inc.
Harrisburg, PA
AmWINS Group, Inc.
Charlotte, NC		 Beacon Risk Strategies
Seattle, WA
Edgewood Partners Insurance Center
San Mateo, CA		 Kelley & Swain, Inc.
Folsom, CA
Mercator Risk Services
New York, NY		 Tennant Risk Services Insurance Agency, LLC
Hartford, CT
The Treiber Group
Garden City, NY		 Business Insurance Agency, Inc.
Commack, NY
U.S.I. Holdings Corp.
Briarcliff Manor, NY		 Webster Insurance, Inc.
Meriden, CT
Darwin Professional Underwriters
Farmington, CT		 Agency Marketing Services
St. Pete Beach, FL
Hub International Ltd.
Chicago, IL		 Scheer’s, Inc.
Westmont, IL
Hub International Ltd.
Chicago, IL		 JRN Benefits, Inc.
Santa Barbara, CA
Arthur J. Gallagher & Co.
Itasca, IL		 The Commonwealth Consulting Group
Jenkintown, PA
North American Insurance Agency, Inc.
Oklahoma City, OK		 Minard-Ames Insurance Agency
Phoenix, AZ
Kinloch Holdings, Inc.
New York, NY		 Olympic Agency, Inc.
West Orange, NJ

*Transactions conducted through Hales Securities, LLC, member FINRA/SIPC.