2011 Closed Transactions


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


Confie Seguros - New York, NY
Acquired:
Rainier Insurance, Inc. - Puyallup, WA

Hub International Ltd. - Chicago, IL
Acquired:
FAS-EBA Insurance Services - Del Mar, CA

Digital Insurance, Inc. - Atlanta, GA
Acquired:
Strategic Employee Benefit Services of Virginia, L.C. - Richmond, VA

AssuredPartners, Inc. - Lake Mary, FL
Acquired:
Herbert L. Jamison & Co., LLC* - West Orange, NJ

Confie Seguros - New York, NY
Acquired:
Auto Insurance Discounters, Inc. - Houston, TX

AssuredPartners, Inc. - Lake Mary, FL
Acquired:
SKCG Group, Inc. - White Plains, NY

Marsh & McLennan Agency LLC - White Plains, NY
Acquired:
Seitlin* - Miami, FL

Granite Global Solutions
Toronto, ONAdvance Claims Service Ltd.
Vancouver, BC

Confie Seguros- New York, NY
Acquired:
GMS Investments, Inc. DBA WelPland East - Vancouver, WA

PSA Insurance & Financial Services
- Hunt Valley, MD
Acquired:
Edgewood Partners Insurance Center – The Baltimore Office - Baltimore, MD

Confie Seguros - New York, NY
Acquired:
TrustWay Insurance Agencies, LLC – The Florida Division - Winter Haven, FL

USI Holdings Corp. - Briarcliff Manor, NY
Acquired:
First Place Insurance Agency, Ltd. - Youngstown, OH

Wells Fargo Insurance Services - Chicago, IL
Acquired:
ISU Stetson-Beemer Insurance - Reno, NV

Confie Seguros - New York, NY
Acquired:
Family Insurance Center - Las Vegas, NV

Hub International Ltd. - Chicago, IL
Acquired:
Strategic Employee Benefit Services of Louisiana - Metairie, LA

USI Holdings Corp. - Briarcliff Manor, NY
Acquired:
Tricerion Group - Atlanta, GA

Confie Seguros - New York, NY
Acquired:
Beaverton-Tigard Insurance Agencies - Tigard, OR

Granite Global Solutions - Toronto, ON
Acquired:
Financial Horizons Group - Kitchener, ON

Philadelphia Insurance Companies - Bala Cynwyd, PA
Acquired:
Ullico Casualty - Washington, D.C.

Holmes Murphy & Associates - Dallas, TX
Acquired:
The Large Market Accounts of Northwestern Benefits, Inc. - Dallas, TX

Marsh & McLennan Agency LLC - White Plains, NY
Acquired:
Prescott Pailet Benefits LP - Dallas, TX

Hub International Ltd. - Chicago, IL
Acquired:
The Roy Agency, Inc.* - Plano, TX

Wells Fargo Insurance Services - Chicago, IL
Acquired:
Edify LLC - Fort Lauderdale, FL

Trident V, L.P., a fund managed by Stone Point Capital* - Greenwich, CT
Acquired:
ARC Excess & Surplus, LLC - Garden City, NY

The Partners Group - Portland, OR
Acquired:
Baldwin Resource Group, Inc. - Bellevue, WA

Confie Seguros - New York, NY
Acquired:
Insurance Lady Agency, Inc. - San Antonio, TX

Resolute Management Inc., an indirect subsidiary of Berkshire Hathaway Inc. - Omaha, NE
Acquired:
Consolidated Health Plans* - Springfield, MA

Digital Insurance, Inc.
Atlanta, GADominion Benefits, LLC
Glen Allen, VA

Higginbotham Insurance Agency, Inc.
Fort Worth, TXWilliam Gammon People, Advisors, Ltd
Austin, TX

Higginbotham Insurance Agency, Inc.
Fort Worth, TXWilliam Gammon Benefits Insurance
Austin, TX

Higginbotham Insurance Agency, Inc. - Fort Worth, TX
Acquired:
William Gammon Insurance Agency, Inc. - Austin, TX

Confie Seguros - New York, NY
Acquired:
Royale Insurance and First Americano Insurance Agency, Inc. - Guttenberg and Elizabeth, NJ

Granite Global Solutions - Toronto, ON
Acquired:
Total Rehabilitation Management - Mississauga, ON

Confie Seguros - New York, NY
Acquired:
NII Brokerage, LLC - Montvale, NJ

USI Holdings Corp. - Briarcliff Manor, NY
Acquired:
Atlynx Surety Brokers, LLC - Garden City, NY

USI Holdings Corp. - Briarcliff Manor, NY
Acquired:
The Amerisc Corp. - Garden City, NY

InterContinental Insurance Brokers, LLC
- Boston, MA
Acquired:
SafeHarbor Consulting & Risk Management, LLC - Boston, MA

Arthur J. Gallagher & Co. - Itasca, IL
Acquired:
Aviation Insurance Holdings, Inc.* - Las Vegas, NV

Granite Claims Solutions - Mississauga, ON
Acquired:
Mercer Myers & Associates Insurance Adjusters Ltd. - North York, ON

Alliant Insurance Services - Newport Beach, CA
Acquired:
The Arlen Group* - Walnut Creek, CA