Dowling Hales has developed a consistent reputation as the “advisor of choice” dedicated exclusively to the insurance sector. We rank among the top m&a insurance advisors, having advised on nearly 150 transactions representing over $7.8 billion in aggregate value since 2010. 


 
 
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DOWLING HALES ANNOUNCES ITS FIRST TRANSACTION OF 2019: TOLMAN & WIKER INSURANCE SERVICES, A HALES TOP 100 BROKER, ANNOUNCES ITS SALE TO ASSUREDPARTNERS

Dowling Hales served as the exclusive financial advisor to Ventura, CA-based Tolman & Wiker Insurance Services, LLC (“T&W”) on its sale to AssuredPartners.

With origins dating back to 1923 and led by its twenty-one members, T&W is one of the largest, privately held independent insurance brokerages in California and a top 100 retail brokerage in the U.S. T&W competes effectively in the mid and upper middle-market segments of the property and casualty, workers compensation, and employee benefits marketplace, across a wide variety of industry segments and regional geography.

 
 

Recent Transactions


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