Carter Smith

Vice President

Carter Smith is a Vice President with ButcherJoseph & Co.’s investment banking team. He has been involved in a variety of transactions including mergers and acquisitions and leveraged recapitalizations. His investment banking experience includes engagements for a broad range of industries including manufacturing, business services, industrial, and construction.

Carter provides valuation advisory services to stakeholders for a variety of purposes, including ESOP transactions and annual valuations, fairness opinions, solvency opinions, corporate planning, and financial restructuring and recapitalization. He serves as an Associate Member of the The ESOP Association‘s Advisory Committee on Valuation.

Carter has been recognized as a Best in Business: BEST M&A Provider (Top 5) in St. Louis by the readers of Small Business Monthly and as an Emerging Leader by The M&A Advisor.

Carter is a Director of the DESSH Foundation, a 501(c)(3) that supports patients with DeSanto-Shinawi Syndrome (DESSH): building awareness for the newly discovered condition and supporting its medical research. He also sits on the Advisory Board of the Show-Me Institute, a 501(c)(3) dedicated to advancing liberty with responsibility by promoting market solutions for Missouri public policy.

Before joining the firm, he helped launch and raise capital for Arch Grants, a 501(c)(3) initiative that awards capital grants to successful start-up businesses located in the St. Louis area.

After completing secondary education at Eton College in Berkshire, England, Carter earned a Bachelor of Arts in biology from Princeton University. He also holds a Master of Business Administration degree in entrepreneurship and marketing from Washington University’s Olin School of Business.

Industry Experience: Business Services, Healthcare, Consumer, Manufacturing, Construction & Real Estate, Hospitality, Distribution, Industrial, Government Services, Transportation & Logistics

Transactions

Valuation Advisory

Business Services

ESOP Advisory

has been acquired by the Arch Telecom Employee Stock Ownership Trust

Consumer

Recapitalization

has been recapitalized. Financing provided by

Consumer

Valuation Advisory

Construction & Real Estate

Consulting Services

Hospitality

Recapitalization

has been recapitalized into a partnership through a private placement and a buyback of shares. Financing provided by

Distribution

Consulting Services

Distribution

Recapitalization

has been recapitalized through a private placement and a buyback of shares. Financing provided by

Distribution

M&A Advisory

has been acquired by Renaissance Power Systems, a portfolio company of

Advisor to the Seller

Manufacturing

ESOP Advisory

has been acquired by the Haberfeld Associates Employee Stock Ownership Plan

Business Services

Recapitalization

has been recapitalized. Financing provided by

Business Services

ESOP Advisory

has been acquired by the Independent Imaging Holdings, Inc. Employee Stock Ownership Plan

Healthcare

Valuation Advisory

Business Services

Recapitalization

has been recapitalized through a private placement and a buyback of ESOP shares. Financing provided by

Construction & Real Estate

ESOP Advisory

has been acquired by The McLean Group Employee Stock Ownership Plan

Business Services

ESOP Advisory

has been acquired by the NSD Holdings, Inc. Employee Stock Ownership Plan

Business Services

M&A Advisory

has been acquired through a majority recapitalization by an undisclosed buyer

Advisor to the Seller

Business Services

Consulting Services

Healthcare

ESOP Advisory

has been acquired by the Path Medical Center Holdings, Inc. Employee Stock Ownership Plan

Healthcare

Consulting Services

Government Services

ESOP Advisory

has been acquired by the Quaintance-Weaver Management, LLC Employee Stock Ownership Plan

Hospitality

Valuation Advisory

Industrial

Valuation Advisory

Business Services


News & Insights


Carter’s Blogs

News & Insights



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