Hafetz and Associates

Hafetz and Associates  (represented by Hales Securities, LLC) has been aquired by  National Financial Partners   -   June 2023

Dowling Hales acted as exclusive financial advisor to Hafetz and Associates, LLC in its sale to NFP Corp. Headquartered in Linwood, New Jersey, Hafetz and Associates, LLC is a preeminent independent insurance retail and general agency specializing in providing health benefits, products and services to businesses and individuals. Established over 30 years ago by President and CEO, Scott Hafetz, the Company boasts an unparalleled reputation as a premier agency in the Northeast. Scott Hafetz will continue to lead his team of over 30 insurance experts offering employee health products and services, including employee benefits, Medicare, worksite disability, life, and other group and individual health insurance solutions in the Northeast and beyond.

Target Company

Hafetz and Associates

Acquirer Company

National Financial Partners

Acquisition Date

June 2023

Sector

Insurance

Industry

GA / BGA

Region

USA

State of Acquired

NJ

Map

town light

At Dowling Hales, we don't just raise capital; we forge connections. Leveraging our deep relationships with investment groups, we guide your financial aspirations from vision to victorious transaction. Together, we rise.

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