Jake Johnston

Analyst

As an Analyst, Jake supports a range of transactions, including mergers and acquisitions, capital raises and valuation advisory.

Jake was an intern at ButcherJoseph prior to joining the firm on a full-time basis. He holds a BBA in Finance from The College of William & Mary and was a member of the William & Mary football team.

Transactions

Fairness Opinion

4C Holdings, Inc.

Business Services

Valuation Advisory

Engineering Services

Government Services

M&A Advisory & Fairness Opinion

has been acquired by the AE2S Employee Stock Ownership Plan

Advisor to the Buyer

Engineering Services

Government Services

M&A Advisory

has been acquired by

Advisor to the Seller

Distribution

Valuation Advisory

Engineering Services

Government Services

ESOP Advisory

has been acquired by the BSI Employee Stock Ownership Plan

Manufacturing

Valuation Advisory

Construction & Real Estate

Valuation Advisory

Industrial

Valuation Advisory

Business Services

Valuation Advisory

Howe Electric Construction, Inc.

Construction & Real Estate

M&A Advisory & Fairness Opinion

has been acquired by the IQA Solutions Employee Stock Ownership Plan

Engineering Services

Valuation Advisory

Engineering Services

M&A Advisory

has been acquired by

Advisor to the Seller

Business Services

Valuation Advisory

Government Services

M&A Advisory & Fairness Opinion

has been acquired by the MHS Lift Employee Stock Ownership Plan

Industrial

Valuation Advisory

Industrial

Valuation Advisory

Construction & Real Estate

Industrial

ESOP Advisory

has been acquired by the Mann Media, Inc. Employee Stock Ownership Trust

Consumer

ESOP Advisory

has been acquired by the Packaging Concepts, Inc. Employee Stock Ownership Plan

Manufacturing

Valuation Advisory

Manufacturing

Valuation Advisory

Engineering Services

Government Services

M&A Advisory & Fairness Opinion

has acquired

Advisor to the Buyer

Engineering Services

Government Services

M&A Advisory

Sale of assets to an undisclosed buyer

Advisor to the Seller

Construction & Real Estate

Valuation Advisory

Industrial

Valuation Advisory

Business Services

Valuation Advisory

Consumer

Valuation Advisory

Business Services

Recapitalization

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

Distribution

News & Insights

August 2021

ButcherJoseph Continues to Grow with the Addition of Four New Hires

ButcherJoseph & Co. (“ButcherJoseph” or “the Firm”) is pleased to announce several additions to the Firm. Jack Thurston joins as VP, Marketin…

Return to team

Keith’s Blogs

News & Insights

April 2024

Business Owners Looking to Sell Can Use ESOPs to Their Advantage

ESOPs have become a compelling choice for business owners planning to sell within the next five years….

April 2024

ButcherJoseph Advises ITR Economics on Its Sale to Crowe

ButcherJoseph Advises ITR Economics on Its Sale to Crowe…

November 2023

The “Missing Ingredient” for ESOP-Owned Companies: Part 2

Keith Butcher discusses the interplay between Private Equity and ESOPs, including what opportunities private equity firms see in ESOP investments, ret…

November 2023

The “Missing Ingredient” for ESOP-Owned Companies: Part 1

ButcherJoseph & Co. Managing Partner and Co-founder Keith Butcher shares his view that when mature ESOPs run into trouble, it is not usually because t…

October 2023

Webinar Replay: Positioning for Prosperity – Business Environment in a Recession

ITR Economics CEO Brian Beaulieu and ButcherJoseph Co-Founder and Managing Partner Keith Butcher provide business owners and operators with key insigh…

September 2023

ButcherJoseph & Co. Announced Finalists for Five M&A Deal of the Year Awards

ButcherJoseph & Co. Announced Finalists for Five M&A Deal of the Year Awards by The M&A Advisor for the 22nd Annual M&A Advisor Awards….

July 2023

ButcherJoseph Adds Nick Basten as Analyst

ButcherJoseph, an investment banking firm specializing in ESOPs, mergers and acquisitions, private capital sourcing and valuation advisory services, a…

June 2023

ButcherJoseph Promotes Kevin Parker to Associate

ButcherJoseph, an investment banking firm specializing in ESOPs, mergers and acquisitions, private capital sourcing and valuation advisory services, p…

June 2023

The M&A Advisor Announced Kevin Parker as Recipient of 14th Annual Emerging Leaders Awards

The M&A Advisor Announced Kevin Parker as Recipient of 14th Annual Emerging Leaders Awards…

June 2023

The Changing Landscape for Manufacturing Ownership Transitions

Keith Butcher answers the questions that many manufacturing business owners who may be looking sell their business in the years ahead might be asking….

May 2023

Keith Butcher on KPWC/NPR Discussing Employee Stock Ownership Plans

Keith Butcher discusses ESOPs with KPWC/NPR as a way for business owners to cash out at a fair value while making sure their employees are valued and …

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….

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…

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…

September 2022

ButcherJoseph & Co. Announced as Finalist of the 21st Annual M&A Advisor Awards

ButcherJoseph & Co. Announced as Finalist of the 21st Annual M&A Advisor Awards. The awards will be presented, and winners revealed at a Black-Tie Gal…

July 2022

ButcherJoseph Announces Promotion of Kevin Parker to Senior Analyst

ButcherJoseph & Co., an investment banking firm specializing in ESOPs, sell-side and buy-side M&A, private capital sourcing, valuation advisory servic…

March 2022

Carter Smith Honored as Recipient of Small Business Monthly’s 2022 Best M&A Professionals

Carter Smith, Vice President, has been named a recipient of Small Business Monthly’s 2022 Best M&A Professionals….

November 2021

ButcherJoseph Advised Fred Weber on the Divestment of its Aggregates and Asphalt Assets

ButcherJoseph & Co. advised Fred Weber Inc on the sale of its aggregates and asphalt assets to New Frontier Materials….

October 2021

Three Things to Consider Before You Sell and How to Create an Effective Succession Plan

In this webinar, Brian Beaulieu, CEO, ITR Economics and Keith Butcher, Managing Partner, ButcherJoseph examine three areas every potential seller shou…

September 2021

Newly Proposed Tax Changes and How IRC 1042 Just Became Everything for Business Owners

The Biden administration’s original tax proposal sought to raise the capital gains rate for people earning above $1 million from 20% to 39.6% in add…

August 2021

Patrick O’Neil Honored as Recipient of The M&A Advisor’s Emerging Leaders Awards

ButcherJoseph & Co would like to congratulate Patrick O’Neil, Associate, on being named a recipient of The M&A Advisor’s Emerging Leaders Awards, …

August 2021

Potential Impact of Proposed Tax Legislation Changes on Business Owners

With President Biden’s proposed tax increases on the wealthiest Americans and business owners, an ESOP just got a whole lot more attractive for owne…

December 2020

ButcherJoseph Adds Trey Dodd to Analyst Team

ButcherJoseph & Co. is pleased to announce that Trey Dodd has joined the team as an Analyst. His responsibilities will include conducting financial an…

December 2019

ButcherJoseph & Co. Advises DAI on Acquisition of Human Dynamics

ButcherJoseph & Co. advised DAI Global, LLC on the acquisition of Human Dynamics, a leading provider of development aid and consulting services to the…

November 2019

ButcherJoseph Announces Office Move to Accommodate Growth

ButcherJoseph & Co., a boutique investment banking firm specializing in ESOPs, mergers and acquisitions, private capital sourcing and valuation adviso…

July 2019

ButcherJoseph Announces Key Employee Promotions

ButcherJoseph announced the promotion of key leaders within the firm. The promotion of these professionals represents significant growth to our deal t…

March 2019

The Basics of ESOPs Transactions

An Employee Stock Ownership Plan (ESOP) can provide an ownership transition and retirement plan for owners of privately owned businesses. Learn more a…

December 2018

ButcherJoseph & Co. Advises Destinations by Design on Sale to Employees

ButcherJoseph & Co. served as the exclusive financial advisor to Destinations by Design, on its sale to The Destinations by Design, Inc. ESOP. …

August 2018

Main Street Employee Ownership Act Signed into Law

ButcherJoseph & Co. proudly served as subject matter experts leading up to the enactment of the Main Street Employee Ownership Act, a bill that encour…

April 2018

ButcherJoseph & Co. Advises Mann Media Inc. on Sale to Employees

ButcherJoseph & Co. served as the exclusive financial advisor to Mann Media Inc., doing business as Our State magazine, on its sale to The Mann Media …

June 2017

What’s Driving ESOP Momentum

As more business owners turn to employee ownership, exploring the forces and driving factors offers critical insight to understanding ESOP momentum. L…

November 2016

IRC Section 1042 Tax Deferral [Part 2]

The Section 1042 election is a “like-kind” exchange in that the seller can defer all or a portion of proceeds from the sale of stock by reinvestin…

November 2016

IRC Section 1042 Capital Gains Tax Deferral [Part 1]

The tax benefits associated with an ESOP can provide significant value to the selling shareholder(s), the company and the employees participating in t…

July 2016

ButcherJoseph & Co. Advises DAI Global, LLC

ButcherJoseph advised DAI Global on the optimization and recapitalization of its Employee Stock Ownership Plan. …

March 2016

ButcherJoseph & Co. Advises Advanced Diagnostic Group on Implementing Its Employee Stock Ownership Plan

ButcherJoseph served as the exclusive financial advisor to ADG Acquisition Holdings in the structuring and funding of the Advanced Diagnostic Group Em…

February 2016

ButcherJoseph & Co. Advises Triad Manufacturing on Sale to Employees

ButcherJoseph served as the exclusive financial advisor to Triad Manufacturing in its sale to the Triad Manufacturing Employee Stock Ownership Plan (…

March 2015

ButcherJoseph & Co. Assists TMI Hospitality in Sale to Starwood Capital Group

ButcherJoseph & Co. served as one of the financial advisors to TMI Hospitality in its sale from the TMI Hospitality Employee Stock Ownership Plan (“…

February 2012

Butcher Joseph Hayes Serves as Exclusive Financial Advisor in ESOP for The Spinx Company

Stewart Spinks completed a partial sale of The Spinx Company to an ESOP with advisement and structuring support from Butcher Joseph Hayes, a merchant …

Analyst

Industry Experience: Business Services, Engineering Services, Government Services, Distribution, Manufacturing, Construction & Real Estate, Industrial, Consumer

Transactions

News & Insights

Keith’s Blogs

News & Insights