Advising privately held businesses
on ownership succession transactions

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$15 BILLION

CLOSED TRANSACTION VALUE

200+

TRANSACTIONS CLOSED

$3 BILLION

IN FINANCING RAISED

Advising privately held businesses on ownership succession transactions

Learn More

$15 BILLION

CLOSED TRANSACTION VALUE

200+

TRANSACTIONS CLOSED

$3 BILLION

IN FINANCING RAISED

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

Select Transactions

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Recent Deals

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OUR MISSION

At ButcherJoseph, our mission is to provide fair, but unequaled results to our clients, investing partners and shareholders.

WE ARE THE ESOP EXPERTS

We have unique/unrivalled expertise in the ESOP arena, but can be your financial advisor regardless of the liquidity path taken.

TOP NOTCH SERVICE

ButcherJoseph is a boutique investment bank specializing in ESOPs, mergers and acquisitions, and capital advisory services for middle-market clients..

OUR REUPTATION

We have built a reputation as a leading ESOP investment banking practice.

Years of Experience

At ButcherJoseph, we have more than 100 years of combined experience in industries all across the board. Each member of our team was carefully handpicked because of their previous experience, well-rounded education and ability to see the deal through to a relationship.

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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OUR Experienced

Professionals

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News & Insights

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Full-Service Investment Bank

 

ButcherJoseph & Co. advises privately held businesses on ownership succession transactions. 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), and valuations and fairness opinions. 

 

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

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