general information

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 sector. We rank among the top insurance advisors, having advised on over 137 completed transactions representing over $7.1 billion in aggregate value since 2010.

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:

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:

*All securities-related transactions are conducted through Hales Securities, LLC, member FINRA/SIPC.