JOSEPH HALE ADVISORS AND YOUR ACQUISITION PROJECT
An acquisition assignment generally starts with a face-to-face meeting to understand your current business, your growth preferences, and the plan regarding your family wealth.
  • Strategic Acquisition search
  • Confidential acquisition of a local competitor
  • Post-acquisition integration of an acquired company with your existing operations
  • Asset or equipment acquisition
The discussion will identify your preferences regarding geography or product / brand coverage. We will ask for specific companies of interest or companies already targeted by you.

Joseph Hale Advisors will provide a turnkey solution by managing your transaction through a target list, the initial solicitaton and offer, LOI negotiation, due diligence, and the documentation of the contracts with your legal counsel.

If needed we will support extending or locating financing facilities to fund the transaction.

Above all, we have the experience to keep your acquisition and wealth development plans completely confidential.


Your Family Wealth Plan  |  Acquisitions  |  Transitioning Your Ownership  |  Financing  |  Refinancing
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