ButcherJoseph advised Haberfeld Associates on three transformative transactions which structurally featured:

  • A change of ownership control
  • The formation of an employee stock ownership plan (ESOP)
  • The establishment of equity incentive plans for management

In addition, the company tapped the capital markets to support both a recapitalization and, most recently, a refinancing to position Haberfeld for future growth. Learn more about how these transactions highlight the flexible and tax-efficient nature of ESOPs and the advantages of working with an advisor that has expertise across all buyer types (strategic, financial, and employees), as well as full access to the debt and equity capital markets.