Butcher Joseph & Co | ESOP M&A Advisory

March 2023

The ‘Silver Tsunami’ and Its Effects on the M&A Landscape

Keith Butcher and Brian Beaulieu take a deep dive into the facts surrounding the metaphor known as the “Silver Tsunami” and how it will impact suc…

February 2023

Tristan Tahmaseb Named a 2023 M&A Investment Banking Business Development Professional to Watch

Tristan Tahmaseb named a 2023 M&A Business Development Professional to Watch by Middle Market Growth magazine in its Middle Market DealMaker 2023 Wint…

September 2022

ButcherJoseph & Co. Announced as Finalist of the 21st Annual M&A Advisor Awards

ButcherJoseph & Co. Announced as Finalist of the 21st Annual M&A Advisor Awards. The awards will be presented, and winners revealed at a Black-Tie Gal…

November 2021

ButcherJoseph Advised Fred Weber on the Divestment of its Aggregates and Asphalt Assets

ButcherJoseph & Co. advised Fred Weber Inc on the sale of its aggregates and asphalt assets to New Frontier Materials….

October 2021

Three Things to Consider Before You Sell and How to Create an Effective Succession Plan

In this webinar, Brian Beaulieu, CEO, ITR Economics and Keith Butcher, Managing Partner, ButcherJoseph examine three areas every potential seller shou…

September 2021

Newly Proposed Tax Changes and How IRC 1042 Just Became Everything for Business Owners

The Biden administration’s original tax proposal sought to raise the capital gains rate for people earning above $1 million from 20% to 39.6% in add…

August 2021

Potential Impact of Proposed Tax Legislation Changes on Business Owners

With President Biden’s proposed tax increases on the wealthiest Americans and business owners, an ESOP just got a whole lot more attractive for owne…

December 2020

ButcherJoseph Adds Trey Dodd to Analyst Team

ButcherJoseph & Co. is pleased to announce that Trey Dodd has joined the team as an Analyst. His responsibilities will include conducting financial an…

December 2019

ButcherJoseph & Co. Advises DAI on Acquisition of Human Dynamics

ButcherJoseph & Co. advised DAI Global, LLC on the acquisition of Human Dynamics, a leading provider of development aid and consulting services to the…

November 2019

ButcherJoseph Announces Office Move to Accommodate Growth

ButcherJoseph & Co., a boutique investment banking firm specializing in ESOPs, mergers and acquisitions, private capital sourcing and valuation adviso…

July 2019

ButcherJoseph Announces Key Employee Promotions

ButcherJoseph announced the promotion of key leaders within the firm. The promotion of these professionals represents significant growth to our deal t…

March 2019

The Basics of ESOPs Transactions

An Employee Stock Ownership Plan (ESOP) can provide an ownership transition and retirement plan for owners of privately owned businesses. Learn more a…

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