2009 Closed Transactions


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Organization in bold indicates client represented by Dowling Hales. | *Transactions conducted through Hales Securities, LLC.


Trident IV, L.P., a fund managed by Stone Point Capital - Greenwich, CT
Acquired:
Higginbotham & Associates * - Fort Worth, TX

Marsh & McClennan Companies, Inc.- New York, NY
Acquired:
NIA Group LLC - Paramus, NJ

Hometown Community Bancorp. - Morton, IL
Acquired:
James M. Unland Co., Inc. - Pekin, IL

XN Financial Services (Canada) Inc. - Montreal, Canada
Acquired:
Telfer International Consulting - Montreal, Canada

CBIZ Insurance Services, Inc. - Cleveland, OH
Acquired:
MeyersDining Property & Casualty LLC - Boulder, CO

CBIZ Insurance Services, Inc. - Cleveland, OH
Acquired:
MeyersDining LLC - Boulder, CO

Caruso Benefits Group, Inc. - Bethlehem, PA
Acquired:
Milestone Financial Assoc. LLC (selected assets) - Kutztown, PA

Arthur J. Gallagher & Co. - Itasca, IL
Acquired:
Gresham & Associates, Inc. - Portland, ME / Cranston, RI

Wells Fargo Insurance Services of Nevada, Inc. - Nevada
Acquired:
John Grady Insurance, Inc. - Las Vegas, NV

MEDEX Insurance Services, Inc. - Baltimore, MD
Acquired:
PSA Insurance & Financial Services - Hunt Valley, MD

Ascension Insurance, Inc. - Kansas City, MO
Acquired:
Renaissance Agencies, Inc. - Santa Monica, CA

Boston Insurance Brokerage, Inc. - Boston, MA
Acquired:
U.S.Risk Insurance Group, Inc. - Dallas, TX

Brown & Brown, Inc. - Daytona, FL
Acquired:
Irving Weber Associates - Ronkonkoma, NY

Wells Fargo Insurance Services, Inc. - Chicago, IL
Acquired:
BridgeStreet Consulting & Insurance Services Inc. - Walnut Creek, CA

Higginbotham & Associates - Fort Worth, TX
Key & Piskuran Insurance Agency - Arlington, TX

Scirocco Financial Group - Hasbrouck Heights, NJ
Acquired:
Slapin-Lieb & Co. - Mountainside, NJ

Edgewood Partners Insurance Center - San Mateo, CA
Acquired:
VRT Insurance Services - Oakland, CA

Hix Insurance Associates, Inc. - Boulder, CO
Acquired:
Meyers/Dining Insurance, LLC (Personal Lines Division) - Boulder, CO