Huntersville Mergers And Acquisitions Lawyer CPA

Huntersville Mergers And Acquisitions Lawyer CPA

The Law Office of J. Edgar Halstead, III, routinely assists clients in the area of private equity, namely the buying and selling of closely held businesses.  This practice area is often referred to as “mergers & acquisitions” or M&A and generally refers to an area of corporate law in which attorneys assist their clients in all matters related to the transition of a company’s ownership interest from one person or group to another.

The firm represents private equity or investment groups that consult with the firm when performing due diligence, or brings the firm in to advise their clients and guide them through transactions.  The firm also represents companies who have reached a stage in their development where outside capital is necessary in order to reach their true potential.  And, of course, the firm represents entrepreneurs and small business owners looking to attract investment to get their latest idea off of the ground.

Our work often starts with the creation of a private placement memorandum (PPM) as part of the larger effort of putting together a legally compliant private offering.  Ultimately, the sale of equity in even the smallest company represents the sale of a security and, therefore, care must be taken to ensure compliance with the regulations of the Securities and Exchange Commission.

In addition to working with clients on the structure of their offering, the firm is often retained simply to guide a client through the sales process when they have either identified a target company for acquisition, or have been approached by a prospective buyer.  In that case, the firm handles all aspects of the transaction, from negotiating the letter of intent, to preparation of the asset purchase agreement, through the closing.  The firm welcomes clients with new ventures, as well as clients looking for an alternative to their previous general corporate representation. 

By being licensed as a North Carolina Lawyer and a North Carolina CPA, I have a unique skill-set perfectly tailored to address all the issues a company faces at start-up or in transition. If you are purchasing, selling, or starting a new venture, please call The Law Offices of J. Edgar Halstead, III, PLLC at (704) 464-1088.

Contact Us

Don't hesitate to get in touch with us. Please fill out this form and we'll get back to you within 24hrs.

Get in Touch

Mon-Fri: 9:00am – 5:00pm



Google Map Directions

Call Us
(704) 464-1088