Hales & Co. Purchases Agency Merger Firm WFG Capital Advisors

July 11, 2007

Hales & Co., Inc. in New York, an investment banking firm specializing in the insurance industry, has acquired the insurance financial firm, WFG Capital Advisors LP of Harrisburg, Pa.

Founded in 1973, Hales is one of the oldest firms providing mergers and acquisitions and corporate finance advice to insurance agents, brokers, insurance companies, and related financial services businesses. Since 2005, the firm reports it has completed over $1.0 billion of transactions in the insurance industry.

WFG, founded in 1996, is a national financial advisory firm focused on mergers and acquisitions and strategic consulting for the insurance industry.

Rob Lieblein, president and CEO of WFG will join the Hales organization.

Hales has offices in New York, San Francisco, Chicago, Seattle, Los Angeles, and Hartford.


WFG Capital Advisors LP

Was this article valuable?

Here are more articles you may enjoy.