Whether you are (i) buying a business, (ii) selling part or all of your business or (iii) finding capital to grow your business or buyout a partner, the tasks required to execute these transactions are complex and time consuming.
Dowling & Hales, LLC, together with its broker-dealer affiliate, Hales Securities, LLC, a member of FINRA/SIPC, has developed a consistent reputation as the “advisor of choice” dedicated to the insurance distribution sector. We consistently rank among the top insurance advisors, having advised on over 136 completed transactions representing over $2.3 billion in aggregate value since 2008.
Dowling Hales offers a range of advisory services, including traditional M&A (sell-side and buy-side) advice, due diligence services, valuations for perpetuation and estate planning purposes and strategic consulting. Dowling Hales’ broker/dealer, Hales Securities, LLC, a member of FINRA/SIPC, executes all securities-related transactions including fairness opinions, private placements of equity and subordinated debt securities for its middle-market insurance clients nationwide.
Our clients represent a diverse mix of insurance distribution, underwriting, risk management, administration and technology-related businesses:
Property/casualty retail brokers
Life/health/benefits retail brokers
Managing general agencies
Insurance and reinsurance underwriters
Premium finance companies
Pension, outsourcing and claims administrators
Insurance technology and related software firms
Through our expertise and dedicated approach to superior client service, we have assisted hundreds of insurance organizations in achieving their financial and non-financial goals and objectives.
Dowling Hales possess the experience and expertise to advise and help navigate you through a transaction. And, every transaction has unexpected challenges. Our professionals also have the persistence to work through them tirelessly to help you achieve a successful deal.
We offer advisory services* to our clients in the following areas: