News & Insights
Commonly Asked Questions by ESOP Employee Participants
ESOPs are a valuable tool for companies to reward and motivate their employees, as well as provide them with a sense of ownership and loyalty. However…
ButcherJoseph has been recognized by Mergers & Acquisitions 16th Annual M&A Mid-Market Deals of the Year
ButcherJoseph has been recognized by Mergers & Acquisitions 16th Annual M&A Mid-Market Deals of the Year…
The Section 1042 Capital Gain Tax Deferral
Learn more about impact of a 1042 tax deferral strategy from the sale of a company to an ESOP in this whitepaper….
Business Executive Survey Results on 2022 Economic Challenges
In a recent survey conducted by ITR Economics and ButcherJoseph & Co., we asked more than 650 business executives in the US how each of these challeng…
M&A Market Overview and Trends: Q1 2022
2021 was a banner year for global M&A with deal activity exceeding pre-pandemic levels and nearing peaks of the last decade. Based on first quarter r…
What Does a Bear Market Mean for RIA M&A?
Registered investment advisor (RIA) owners who may have been considering selling prior to the double whammy of equities selling off and interest rates…
Raising Capital for Growth
For companies considering M&A and other growth strategies, learn about different financing terms, structures, and capital sources available to help bu…
Buyside Advisory Services and Acquisition Capital
There are many factors to consider when evaluating a potential acquisition: strategic fit, product/service overlap, geography, and human capital, to n…
Debt Financing in Different Flavors
Most business owners, CEOs, and CFOs are familiar with traditional bank lending when borrowed capital is required, and likely receive regular solicita…
ESOPs in Action: Haberfeld Associates Case Study
ButcherJoseph advised Haberfeld Associates on three transformative transactions which structurally featured a change of ownership control, the formati…
ButcherJoseph Continues to Grow with the Addition of Four New Hires
ButcherJoseph & Co. (“ButcherJoseph” or “the Firm”) is pleased to announce several additions to the Firm. Jack Thurston joins as VP, Marketin…