Butcher Joseph & Co | ESOP M&A Advisory

October 2022

Common Challenges and Opportunities for Mature ESOP-Owned Companies

There are more than 6,000 companies owned by employee stock ownership plans (ESOPs) with nearly 14 million participants in the United States. Oftenti…

July 2022

Quarterly Economic and M&A Market Update

There’s a lot going on in the world today that could make business owners feel anxious and question what to do next with their business. Should you …

January 2022

How to Select the Optimal ESOP Valuation Advisor

For employee stock ownership plan (ESOP) trustees, choosing the right valuation advisor is critical. The valuation of the company’s stock is arguabl…

March 2021

The Ins & Outs of Updating Your ESOP

ESOP ownership does not have to be an all or nothing endeavor. ESOP-owned companies can maintain the culture of employee ownership while optimizing th…

December 2020

When Should Owners Consider Updating Their ESOP?

A 100% ESOP-owned company can find a happy medium, and maintain their culture of employee ownership, through a recapitalization. …

July 2018

ButcherJoseph & Co. Advises Entech Sales and Service, Inc.

ButcherJoseph & Co. advised Entech Sales and Service, Inc. on the optimization and recapitalization of the Company’s ownership structure, which incl…

February 2017

ButcherJoseph & Co. Assists Superior Fabrication, Inc. in Its Sale to Tri-Point, a Portfolio Company of First Reserve

ButcherJoseph & Co. served as exclusive financial advisor to Superior Fabrication, Inc. in its sale from the Superior Fabrication ESOP to Tri-Point Oi…

December 2015

What is a Leveraged Recapitalization?

Recapitalizing a business can yield more liquidity and efficient capital. Pursuing a recapitalization is a useful process for many owners and shareho…

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