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…
ButcherJoseph Advised Smith Transport, Inc. on Its Sale to Heartland Express Inc.
ButcherJoseph & Co. advised Smith Transport, Inc. on its sale to Heartland Express Inc….
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…
Thinking of Selling Your Company? Here’s Why You Should Hire an Advisor
In today’s competitive market, many business owners receive unsolicited offers. With a competitive offer in hand, it may be tempting to try to negot…
An Overview of M&A in the Registered Investment Advisor (RIA) Space
Merger and acquisitions (M&A) in the investment advisor space has been hot. Valuations have been on the rise in recent years on the back of strong st…
An Overview of M&A Activity in the Insurance Space
Financial services firms of all types have seen a significant increase in merger and acquisition (M&A) activity over the last several years. Insuranc…
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…
How ESOPs Can Help Preserve a Founder / CEO’s Legacy
Founders and owners of businesses must weigh many factors when considering selling the company they worked a lifetime to build. There are, of course, …
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…
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…