M&A Advice

Are you considering selling your business? Are you considering buying a business? The process on either side can be more complex and challenging than you think.

We offer a variety of

services, including:

checkmark Identifying potential buyers
checkmark Positioning the business to achieve the highest price, including preparing confidential memoranda describing your business
checkmark Assisting with financial analysis and financial modeling
checkmark Managing a competitive process
checkmark Negotiating financial terms
checkmark Reviewing transaction documentation rendering fairness opinions
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Capital Raising

We assist in arranging the placement of corporate debt and equity, including private equity and venture capital.

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Valuation

We provide full valuation services to private business for perpetuation and strategic planning purposes and can also provide expert advice on benchmarking practices to enhance long-term agency valuation.

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Ready to Navigate

Your Financial

Future?

Dowling Hales has developed a consistent reputation as the “advisor of choice” dedicated exclusively to the insurance sector.

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