Hales & Company Overview

  • Service
  • Investment Bank

  • Year Founded
  • 1972

Year Founded

  • Serviced Companies
  • 12

  • Serviced Deals
  • 12

  • Serviced Investors
  • 7

Hales & Company General Information

Description

Hales & Company was a financial advisory and investment banking firm specializing in the insurance industry. The firm had particular expertise in middle market transactions. The company was founded in 1973 and was based in Hartford, Connecticut. It had other offices in Chicago, New York, San Francisco, and Seattle. On October 12, 2004, the firm was purchased by its management team.

Contact Information

Year Founded
1972
Service Provider Type
Investment Bank
Corporate Office
  • 250 Park Avenue
  • Suite 2050
  • New York, NY 10177
  • United States

Hales & Company Services to Companies

Service on a Deal (12)

Company Name Service Provided Deal Date Deal Type Deal Amount
ARC Excess and Surplus Advisor: General Jul 2011 00000 0000000
Bowen, Miclette, Britt & Merry of Arkansas Advisor: General May 2010 00000 0000000
Higginbotham Advisor: General Dec 2009 00000 0000000
Key & Piskuran Insurance Agency Advisor: General Apr 2009 00000 0000000
Baden Retirement Plan Services Advisor: General Jan 2009 00000 0000000
Madison Benefits Group Advisor: General Sep 2008 00000 0000000
Kelley & Swain Advisor: General Mar 2008 00000 0000000
Scheer's Advisor: General Feb 2008 00000 0000000
JRN Benefits Advisor: General Jan 2008 00000 0000000
CLA Agency Advisor: General Oct 2007 00000 0000000
You’re viewing 10 of 12 services to companies. Get the full list »

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Hales & Company Services to Investors

Service on a Deal — Buy Side (7)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Vanbridge Holdings Advisor: General Mar 2015 00000 0000000
A&M Capital Advisor: General Jan 2014 00000 0000000
Dowling Capital Partners Advisor: General Jan 2014 00000 0000000
Kohlberg Kravis Roberts Advisor: General Jan 2014 00000 0000000
Stone Point Capital Advisor: General Jan 2014 00000 0000000
Caruso Benefits Group Advisor: General Dec 2008 00000 0000000
Kinloch Consulting Group Advisor: General Sep 2006 00000 0000000
To view Hales & Company’s complete services on a deal — buy side history, request access »

Hales & Company Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Hales & Company FAQs

  • When was Hales & Company founded?

    Hales & Company was founded in 1972.

  • Where is Hales & Company headquartered?

    Hales & Company is headquartered in New York, NY.

  • What service provider type is Hales & Company?

    Hales & Company's service provider type is Investment Bank.

  • What companies has Hales & Company invested in or acquired?

    Hales & Company has invested in or acquired companies like WFG Capital Advisors, Ultralink, and iBenefits.

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