Ep 46: A Tale of Two Transactions with Patz & Hall’s James Hall

James Hall, once and current owner of the Patz & Hall wine brand generously shares a lot of inside information about the two M&A processes he went through, the first in 2016 when he and his partners sold their brand to Ste Michelle Wine Estates, and the second when he and new partners bought it back in 2024 from the Private Equity firm that succeeded SMWE as owner.  Anyone who wants to sell a winery or buy a winery will benefit from the details he shares about wine M&A, as well as how to run a successful company and create a business that will be ready for a transaction in that rare event when a buyer comes knocking on the door. 

https://www.patzhall.com/

Questions? Comments? smallfortunepodcast@gmail.com

Sponsor: Global Wine Partners https://www.globalwinebank.com/

Music: Nate Collison

Logo Photography: John Corcoran