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, valuation advisory, and leveraged recapitalizations. His investment banking experience includes engagements for a broad range of industries including healthcare, insurance, and homebuilding.
Before joining the firm, Carter 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, Telecommunications, Construction & Real Estate, Hospitality, Industrial Growth
Transactions
Valuation Advisory

Business Services
ESOP Advisory

has been acquired by the Arch Telecom Employee Stock Ownership Trust
Telecommunications
Recapitalization

has been recapitalized. Financing provided by

Telecommunications
Valuation Advisory & Fairness Opinion

Construction & Real Estate
Consulting Services

Hospitality
Fairness Opinion

Industrial Growth
Recapitalization

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

Business Services
Consulting Services

Business Services
Recapitalization

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

Business Services
M&A Advisory

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

Advisor to the Seller
Industrial Growth
ESOP Advisory

has been acquired by the Haberfeld Associates Employee Stock Ownership Plan
Business Services
Recapitalization

has been recapitalized. Financing provided by

Business Services
Fairness Opinion

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

Business Services
ESOP Advisory

has been acquired by the Quaintance-Weaver Management, LLC Employee Stock Ownership Plan
Hospitality
Valuation Advisory & Fairness Opinion

Industrial Growth
Fairness Opinion

Business Services
Fairness Opinion

Business Services
News & Insights
Preparing for a Sale: Four Key Financial Elements
Preparing to sell your business requires time and planning. If you are contemplating a sale, there are four financial elements buyers are looking for …
[UPDATED] SBA Consent for Change in Ownership
My business took out a PPP loan but I’m now in the process of selling my business – now what?…
What’s the Durability of Your ESOP? Consider These Three Indicators
As ESOP companies mature, it’s important to assess the durability of their ownership structure in light of their strategic planning initiatives. …
Carter’s Blogs
News & Insights
When is the Right Time to Sell a Company?
While only a business owner can truly know when the time is right to sell their company, working with an advisor during the early stages of their plan…
Preparing for a Sale: Four Key Financial Elements
Preparing to sell your business requires time and planning. If you are contemplating a sale, there are four financial elements buyers are looking for …
[UPDATED] SBA Consent for Change in Ownership
My business took out a PPP loan but I’m now in the process of selling my business – now what?…
What’s the Durability of Your ESOP? Consider These Three Indicators
As ESOP companies mature, it’s important to assess the durability of their ownership structure in light of their strategic planning initiatives. …
The ButcherJoseph Team
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