Completed Projects by Joseph Hale Advisors
Completed Projects
Stormwater & Erosion Control Distribution
SaleHouston, Texas
The owner was advised by
JOSEPH HALE ADVISORS
JOSEPH HALE ADVISORS (“JHA”) provided merger and acquisition advisory services to CES founder and owner Bob Adair, which included valuation, advisory, a structured sale process, and transaction due diligence and negotiation…
Installed Building Products
SaleThe owner was advised by
JOSEPH HALE ADVISORS
Commercial Fueling Business and Assets
AcquisitionLaredo, Texas
The buyer was advised by
JOSEPH HALE ADVISORS
December 30, 2022, Laredo, Texas – Arguindegui Oil Co II, Ltd. (‘AOC’), one of the nation’s leading minority-owned providers of lubricants, fuel, and diesel exhaust fluid (DEF), has acquired the Texas, Oklahoma, and Louisiana business and operations of Sunoco Energy Services (‘SES’) a full-service gasoline and diesel fuel distributor serving the oilfield market…
Branded Lubricant Distributor
AcquisitionThe buyer was advised by
JOSEPH HALE ADVISORS
Sun Coast Resources LLC (‘Sun Coast’), one of the nation’s leading wholesale petroleum and emergency fuel suppliers, has acquired Southern Lubricants, Inc. (‘Southern Lubricants’) of Columbia, South Carolina…
Custom Off-Road Vehicles
AcquisitionScottsdale, Arizona
The buyers were advised by
JOSEPH HALE ADVISORS
December 29, 2022, Peoria, Arizona – CRB Designs, LLC, a Barbieri Family company based in Scottsdale Arizona, has acquired TMS Racing LLC dba Tatum Motor Sports, a specialized producer of custom high-performance sand cars, race cars, pre runners and race trucks and Tatum UTV LLC a manufacturer of high-quality aftermarket UTV parts…
Erosion Control & Storm Water Products Distributor
SaleHendersonville, Tenessee
The owners were advised by
JOSEPH HALE ADVISORS
JOSEPH HALE ADVISORS (“JHA”) provided merger and acquisition advisory services to Jen-Hill founder and owner Jennifer Hines, which included valuation, advisory, a structured sale process, transaction due diligence and contract negotiation…
Fuel / Lubricant Business
SaleSanta Rosa, California
The Sellers were advised by the partners of
JOSEPH HALE ADVISORS
Propane Distributor
SaleThe Sellers were advised by the partners of
JOSEPH HALE ADVISORS
Fuel / Lubricant Business
AcquisitionNorthern California
The owners were advised by the partners of
JOSEPH HALE ADVISORS
Ukiah, California, March 2017 – Eel River Fuels, Inc. (“ERF”) a locally based propane, fuel, and lubricants supplier, today announced that it has agreed to sell its commercial fueling, lubricant and bulk refined fuel storage assets in Ukiah, Willits, Fort Bragg, Lower Lake and Upper Lake, California to Ukiah-based distributor Nick Barbieri Trucking LLC (“NBT”)…
Dealer Accounts
DisposalHouston, Texas
The owners were advised by the partners of
JOSEPH HALE ADVISORS
DALLAS — In its third major deal in a little more than a year, Empire Petroleum Partners LLC announced that it acquired 83 wholesale distribution contracts from King Fuels Inc., a distributor that supplies branded fuel to gas stations primarily in the Houston market…
Fuel / Lubricant Business
AcquisitionThe owners were advised by the partners of
JOSEPH HALE ADVISORS
Santa Rosa, CA, August 28, 2014 – Nick Barbieri Trucking LLC (“NBT”) today announced the acquisition of the commercial fuel, card lock, lubricant and Petrotech businesses from Royal Petroleum Company (“Royal”)…
Environmental Services
SaleMagnolia, Texas
The owners were advised by the partners of
JOSEPH HALE ADVISORS
HOUSTON, Dec. 21, 2017 /PRNewswire/ – Accuworx (http://accuworx.com), a leading environmental services organization known for taking on the toughest jobs, today announced it has acquired Texas-based CTI Group as part of its plan to expand services across the US…
Financing, Re-financing and Re-structuring Projects
Refinance Commercial Fuel Properties
Santa Rosa, California
The owners were advised by the partners of
JOSEPH HALE ADVISORS
Refinance of C-Store Properties
Houston, Texas
The owners were advised by the partners of
JOSEPH HALE ADVISORS
Syndicated Asset-Based Line of Credit
Houston, Texas
The owners were advised by the partners of
JOSEPH HALE ADVISORS
Asset Based Line of Credit
Santa Rosa, California
The owners were advised by the partners of
JOSEPH HALE ADVISORS
Origination Asset-Based Line of Credit
Santa Rosa, California
The owners were advised by the partners of
JOSEPH HALE ADVISORS
Refinance of Commercial Fueling Properties
Houston, Texas
The owners were advised by the partners of
JOSEPH HALE ADVISORS
Refinance of Commercial Fueling Properties
Houston, Texas
The owners were advised by the partners of
JOSEPH HALE ADVISORS
Strategic Planning and Business Modeling
Atlanta, Georgia
The owners were advised by the partners of
JOSEPH HALE ADVISORS
Minority Owner Buyout and Cash Call
Houston, Texas
The owners were advised by the partners of
JOSEPH HALE ADVISORS
Owner Buyout-Environmental Services
Houston, Texas
The owners were advised by the partners of
JOSEPH HALE ADVISORS
Stock Sale -K Thru 12 STEM Education
Denver, Colorado
The majority owner was privately advised by the partners of
JOSEPH HALE ADVISORS
Spinout of Non-Core Bulk Wine Hauling Division
Ukiah, California
The owner was advised by the
partners of
JOSEPH HALE ADVISORS
Acquisitions of 17 Fuel and Lubricant Distributors
Houston, Texas
The owners were advised by the partners of
JOSEPH HALE ADVISORS
Fuel Hauler – Business Acquisition
Benicia, California
The owners were advised by the partners of
JOSEPH HALE ADVISORS
Archive
Lubricant Business Disposal
Houston, Texas
The Stockholders were advised by the partners of
JOSEPH HALE ADVISORS
Commercial Fuels and Branded Jobber
El Campo, Texas
The Partnership was advised by the partners of
JOSEPH HALE ADVISORS
Leased Franchise Restaurant Disposal
South Texas
The Partners were advised by the partners of
JOSEPH HALE ADVISORS
Branded Jobber
Livingston, Texas
The owner was advised by the partners of
JOSEPH HALE ADVISORS
28 Unattended Fueling Locations
San Antonio, Texas
The Buyer was advised by the partners of
JOSEPH HALE ADVISORS
C-Store Disposal
Edinburg, Texas
The Stockholder was advised by the partners of
JOSEPH HALE ADVISORS
Financing
Santa Rosa, California
The Stockholders were advised by the partners of
JOSEPH HALE ADVISORS
Re-Finance
Midland, Texas
The Company was advised by the partners of
JOSEPH HALE ADVISORS
Business Disposal
McAllen, Texas
The Partners were advised by the partners of
JOSEPH HALE ADVISORS
Loan Forgiveness and Re-Finance
Edinburg, Texas
Negotiations with the lenders were led by the partners of
JOSEPH HALE ADVISORS
Asset Based Lending Facility
Houston, Texas
The Company was advised by the partners of
JOSEPH HALE ADVISORS
C-Store Term Finance
Paducah, Kentucky
The Stockholder was advised by the partners of
JOSEPH HALE ADVISORS
Talk Strategy With Us Now
Strategic acquisitions are a powerful tool for business growth, but success requires expert insight and meticulous execution. Let Joseph Hale Advisors guide you through every stage of the acquisition process, from identifying opportunities to integration. Contact us today to discuss how we can help you make the right acquisitions for your future success and wealth development.