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Trusted Advisors to Founder, Family, and Employee-Owned Firms

Nationally Recognized Experts

Sale Transactions to Strategic or Financial Buyers

We advise business owners on sale transactions across a variety of industries.

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Employee Ownership Transactions

We are industry leaders and understand all phases of the ESOP lifecycle, from initial buyout to recapitalizations.

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Capital Advisory
(Debt & Equity)

Our capital advisory team raises debt and equity capital and provides advisory services to privately-owned businesses, sponsors, and family offices.

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Valuations & Fairness Opinions

Our team of valuation professionals has performed and managed thousands of valuations of privately held companies across a multitude of industries.

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ESOP Sustainability Services

We offer sustainability services to ESOP-owned businesses to help with their growth initiatives, ensuring long-term success for both employees and the company.

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Sale Transactions to Strategic or Financial Buyers

We advise business owners on sale transactions across a variety of industries.

Learn more

Employee Ownership Transactions

We are industry leaders and understand all phases of the ESOP lifecycle, from initial buyout to recapitalizations.

Learn more

Capital Advisory (Debt & Equity)

Our capital advisory team raises debt and equity capital and provides advisory services to privately-owned businesses, sponsors, and family offices.

Learn more

Valuations & Fairness Opinions

Our team of valuation professionals has performed and managed thousands of valuations of privately held companies across a multitude of industries.

Learn more

ESOP Strategic Consulting

We offer sustainability services to ESOP-owned businesses to help with their growth initiatives, ensuring long-term success for both employees and the company.

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What our clients say

This transaction represents an important milestone for Andesa. Andesa thanks ButcherJoseph for their trusted partnership, outstanding expertise, and high‑impact support throughout this transaction.

Mark Wilkin, CEO, Andesa
Sell-side M&A

We’re grateful for the invaluable guidance of ButcherJoseph, whose expertise and vision as an advisor have helped shape the strategic direction of this acquisition and the future we’re building together.

Ned Collett, President, SGPS
Buy-side M&A

Grateful to ButcherJoseph for their trusted counsel throughout this process. Their guidance as an advisor helped us navigate this journey with confidence and clarity.

Bob Wilhelm, Co-Founder, Bova Fresh
Sell-side M&A

ButcherJoseph expertise and strategic insight were instrumental in helping us structure a deal that truly puts our people first.

Jack Matz, CEO, ERW Site Solutions
Sale to an ESOP

Grateful to the ButcherJoseph team for their advisory role in this transaction. Their deep expertise helped us design a structure that reflects our values and sets our people up to truly thrive as owners.

Steve Davis, CEO, Jim's Formal Wear
Sale to an ESOP

None of this would have come together without the team at ButcherJoseph in our corner. They asked the right questions, challenged our thinking, and made sure we got this right.

Mark Gjovig, Chairman, GO Wireline
Sale to an ESOP

ButcherJoseph played a pivotal role in making this vision a reality. Their expertise and commitment to getting the deal right gave us the confidence to take this step.

Mark Ruck, President, Environmental Restoration
Sale to an ESOP

ButcherJoseph understood the weight of this deal, not just the numbers, but what this institution means, and their advice reflected that.

Brian Beaulieu, CEO, ITR Economics
Sell-side M&A

When you’re passing on something your father built, you need an advisor who treats it with that same sense of responsibility. ButcherJoseph did exactly that.

John Irace, CEO, Packing Concepts Inc.
Sale to an ESOP

ButcherJoseph helped us zero in on exactly what we needed in a buyer and then helped us find it.

Chrissy Nardini, President, American Metals Supply
Sell-side M&A

We are delighted with ButcherJoseph and the outcome of the transaction and look forward to many more years of continued success.

David Bryant, Brian Pearson, Co-founders, Brewing Science Institute
Sale to an ESOP

Our Experienced Professionals

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News & Insights

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Feasibility Analysis Process

Feasibility Analysis Process

Our feasibility analysis is a complementary tool that helps business owners assess sale alternatives based on their companies’ performance and the current market environment.

Financial Performance Analysis

Review historical and projected financial performance that underpins and supports the valuation framework.

1/4

Review Valuation Characteristics

Discuss characteristics specific to the company that impact valuation such as diversification, brand recognition, and others.

2/4

Overview of Valuation Methods

Provides an overview of customary market-based valuation techniques including public company comparisons and discounted cash flow analysis.

3/4

Preliminary Valuation Assessment

Examines the preliminary market value and what a potential buyer may pay for the business.

4/4

Identify Stakeholder Objectives

Identify strategic goals including retention of business model & culture, liquidity needs, succession planning, and others.

1/4

Compare Sale Alternatives

Investigate sale alternatives, including a sale to an ESOP, financial or strategic buyer. Our analysis provides key considerations for each alternative.

2/4

Transaction Process

Outlines the various components of a sale transaction such as outside financing (if any) as well as due diligence, negotiation, and closing processes.

3/4

Transaction Responsibilities

Outlines "deal-team” roles and responsibilities to ensure an efficient and successful close.

4/4

Transaction Components

Illustrates sources and uses, cash proceeds at close, post-transaction economics, and indicative costs of capital (subject to financing market response).

1/3

Analyze Pro-Forma Cash Flows & Debt Service

Assures the Company preserves structural and operational flexibility post-transaction and is able to safely repay lenders.

2/3

Stakeholder Value Creation

Explains post-transaction economics and value creation for selling shareholder(s), employees, and key management personnel.

3/3

Start Feasibility Analysis

Boutique Investment Bank

ButcherJoseph & Co. is the trusted advisor to founder, family and employee-owned businesses. Whether you are looking to sell your business, raise capital or better understand the value of your company, we deliver a full spectrum of options, including sale transactions to strategic and financial buyers, employee ownership transactions (ESOPs), capital advisory (debt and equity), valuations and fairness opinions, and ESOP strategic consulting. 

We are headquartered in St. Louis with a presence in Austin, Charlotte, Chicago, Miami, Philadelphia, Scottsdale, and Washington, D.C.

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