News & Insights - ButcherJoseph & Co.

April 2023

Rising Interest Rates and the Evolving Dealmaking Environment

Learn about recent changes in the dealmaking environment that have stemmed from the evolving macroeconomic landscape and subsequent policy responses….

Keith Butcher

April 2023

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….

ButcherJoseph

April 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…

Keith Butcher

March 2023

ButcherJoseph Advised Rapid Response, Inc. on a Sale to Its Employees

ButcherJoseph Advised Rapid Response, Inc. on Sale to Its Employees. Starting in 1982 with one straight truck and one furniture delivery customer, ra…

Alberto Toribio Del Pilar

March 2023

Quarterly Economic and M&A Middle Market Update

Jeff Buettner discusses what is going on in the deal making space and provides an update on how the current environment is impacting valuations, deal …

Jeff Buettner

March 2023

Succession Planning – Starting the Process

ButcherJoseph & Co.’s Carter Smith joined The EO Podcast’s Bret Keisling to deep dive into starting the succession planning process, including fou…

Carter Smith

March 2023

Finding the Right Buyer is Table Stakes: Execution Differentiates the Sell-Side Advisor

One of the most common misconceptions when hiring an advisor is the belief that there are certain sell-side advisors who have access to inconspicuous …

Carter Smith

Robert Reavis

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…

Tristan Tahmaseb

Keith Butcher

February 2023

ButcherJoseph Advised BSI on a Sale to Its Employees

ButcherJoseph Advised BSI on a Sale to Its Employees. Established in 1996, BSI is located 8,500 feet in elevation in the scenic foothills of Pikes Pe…

Carter Smith

January 2023

Rose Thompson Named Recipient of the 2023 St. Louis Titan 100

Rose Thompson will be honored as a Titan 100 at the Titan 100 awards on April 6th, 2023, at The Factory, located in Chesterfield, Missouri….

Rose Thompson

Joseph Strycharz

January 2023

ButcherJoseph Advised NEDCO Supply on Its Sale to Codale Electric Supply

ButcherJoseph served as exclusive financial advisor to NEDCO Supply on Its sale to Codale Electric Supply. …

Alberto Toribio Del Pilar

January 2023

Common Challenges for Mature ESOP-Owned Companies

Jeff Buettner discusses challenges unique to mature ESOP-owned companies and overviews ways to think differently about the ESOP structure to insure it…

Jeff Buettner