Keith updated

Keith Butcher

Managing Partner

Keith Butcher co-founded ButcherJoseph & Co. in 2011 as a national investment banking firm focused on advising business owners on sale transactions to strategic or financial buyers and ESOP advisory. Throughout his career, Keith has advised corporate clients and private equity groups as an investment banker or attorney in more than 150 transactions.

Prior to ButcherJoseph, Keith joined Morgan Stanley & Co. in 2002, serving as an advisor to closely held businesses focused on middle market mergers and acquisition advisory services. Previously, he was an attorney practicing corporate tax, corporate law, mergers and acquisitions, and employee benefits law with a focus on ESOP transactions. Keith also previously served as Executive President of Purcell Tire & Rubber Co., leading the company’s corporate development efforts, and held a seat on the board of directors.

Keith earned a Bachelor of Arts degree in International Business from Bradley University and holds a JD from Wake Forest University.

Industry Experience: Healthcare, Distribution, Construction & Engineering, Consumer, Business Services, Industrial, Transportation & Logistics

Transactions

Recapitalization

Dai logo

has been recapitalized. Financing provided by

Mnt e1639157192482

Business Services

Consulting Services

Dbd

Business Services

Recapitalization

Fctg logo

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

Bofa jpm wf

Distribution

Consulting Services

Fctg logo

Distribution

Recapitalization

Fctg logo

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

Bofa jpm wf

Distribution

M&A Advisory

Freedom logo

has been acquired by

Fagron

Advisor to the Seller

Healthcare

M&A Advisory

Griffin gear logo

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

Mcc 1

Advisor to the Seller

Industrial

ESOP Advisory

Haberfeld logo

has been acquired by the Haberfeld Associates Employee Stock Ownership Plan

Business Services

Recapitalization

Haberfeld logo

has been recapitalized. Financing provided by

53

Business Services

Recapitalization

Haberfeld logo

has been refinanced by

Logo stacked primary simple lapis

Business Services

ESOP Advisory

Kaa

The Kelly, Anderson & Associates, Inc. Employee Stock Ownership Plan acquired common stock of KAA Federal Solutions

Business Services

ESOP Advisory

The mclean group logo

has been acquired by The McLean Group Employee Stock Ownership Plan

Business Services

Recapitalization

Naumann logo

has been recapitalized. Financing provided by

Hci e1639157644517

Distribution

ESOP Advisory

Nsd logo

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

Business Services

M&A Advisory

Nsd logo

has been acquired through a majority recapitalization by an undisclosed buyer

Advisor to the Seller

Business Services

ESOP Advisory

Path medical logo

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

Healthcare

Consulting Services

Penlink logo

Business Services

ESOP Advisory

Quaintance weaver logo

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

Consumer

ESOP Advisory

Smith transport logo

has been acquired by the Smith Transport Employee Stock Ownership Plan

Transportation & Logistics

ESOP Advisory

The spinx logo

The Spinx Company, Inc. Employee Stock Ownership Plan has acquired common stock of Spinx Company, Inc.

Advisor to the Buyer

Consumer

ESOP Advisory

Electrical equipment distributor logo

Sale of 100% of the company to an Employee Stock Ownership Plan

Distribution

M&A Advisory

Tmi logo

has been acquired by

Star

Advisor to the Seller

Consumer


News & Insights

Ma advisor award itr linked in post e1732561081329

ButcherJoseph & Co. Announced Winner of the 23rd Annual M&A Advisor Awards for the Corporate/Strategic Deal of the Year

Jb and as webpage e1723829161949

ButcherJoseph Adds Jacob Brown and Alex Schuster as Analysts

Kb bloomberg e1713974021439

Business Owners Looking to Sell Can Use ESOPs to Their Advantage

Untitled facebook post 2 e1713805265726

ButcherJoseph Advises ITR Economics on Its Sale to Crowe

Untitled design e1700069679250

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

Untitled design e1700069679250

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

Itr webinar 1 e1696012044608

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

Ma advisor 1 e1693924466509

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

G76 podcast page header e1683665912679

The Changing Landscape for Manufacturing Ownership Transitions

Kpcw radio big image e1684263408759

Keith Butcher on KPWC/NPR Discussing Employee Stock Ownership Plans

Itr e1680707829627

Rising Interest Rates and the Evolving Dealmaking Environment

Bjco itr

The ‘Silver Tsunami’ and Its Effects on the M&A Landscape

Po tt promotions 2022 e1675369813813

Tristan Tahmaseb Named a 2023 M&A Investment Banking Business Development Professional to Watch

Copy of linkedin 1000th follower giveaway e1663164430383

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

Fredweberinc

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

Bjco webinar things to consider when selling business

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

New tax rules irc 1042 1160x580 1

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

Bjco ma awards poneil

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

Esops

Potential Impact of Proposed Tax Legislation Changes on Business Owners

Dodd_blog

ButcherJoseph Adds Trey Dodd to Analyst Team

Dai_blog

ButcherJoseph & Co. Advises DAI on Acquisition of Human Dynamics

Office-move_blog_v2

ButcherJoseph Announces Office Move to Accommodate Growth

Key promotions_blog

ButcherJoseph Announces a Key Employee Promotion

Esop basics

The Basics of ESOPs Transactions

Dbd_pr_blog

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

Main-street_blog

Main Street Employee Ownership Act Signed into Law

Ourstate-esop

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

Esop momentum

What’s Driving ESOP Momentum

Section-1042_pt2

IRC Section 1042 Tax Deferral [Part 2]

Section-1042_pt1

IRC Section 1042 Capital Gains Tax Deferral [Part 1]

Advised-dai_blog

ButcherJoseph & Co. Advises DAI Global, LLC

Adg-blog

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

Triadmanufacturing_blog

ButcherJoseph & Co. Advises Triad Manufacturing on Sale to Employees

Tmi-hospitality

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

Spinx_blog

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


Return to team

Keith’s Blogs

News & Insights

Ma advisor award itr linked in post e1732561081329

ButcherJoseph & Co. Announced Winner of the 23rd Annual M&A Advisor Awards for the Corporate/Strategic Deal of the Year

Jb and as webpage e1723829161949

ButcherJoseph Adds Jacob Brown and Alex Schuster as Analysts

Kb bloomberg e1713974021439

Business Owners Looking to Sell Can Use ESOPs to Their Advantage

Untitled facebook post 2 e1713805265726

ButcherJoseph Advises ITR Economics on Its Sale to Crowe

Untitled design e1700069679250

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

Untitled design e1700069679250

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

Itr webinar 1 e1696012044608

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

Ma advisor 1 e1693924466509

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

G76 podcast page header e1683665912679

The Changing Landscape for Manufacturing Ownership Transitions

Kpcw radio big image e1684263408759

Keith Butcher on KPWC/NPR Discussing Employee Stock Ownership Plans

Itr e1680707829627

Rising Interest Rates and the Evolving Dealmaking Environment

Bjco itr

The ‘Silver Tsunami’ and Its Effects on the M&A Landscape

Po tt promotions 2022 e1675369813813

Tristan Tahmaseb Named a 2023 M&A Investment Banking Business Development Professional to Watch

Copy of linkedin 1000th follower giveaway e1663164430383

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

Fredweberinc

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

Bjco webinar things to consider when selling business

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

New tax rules irc 1042 1160x580 1

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

Bjco ma awards poneil

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

Esops

Potential Impact of Proposed Tax Legislation Changes on Business Owners

Dodd_blog

ButcherJoseph Adds Trey Dodd to Analyst Team

Dai_blog

ButcherJoseph & Co. Advises DAI on Acquisition of Human Dynamics

Office-move_blog_v2

ButcherJoseph Announces Office Move to Accommodate Growth

Key promotions_blog

ButcherJoseph Announces a Key Employee Promotion

Esop basics

The Basics of ESOPs Transactions

Dbd_pr_blog

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

Main-street_blog

Main Street Employee Ownership Act Signed into Law

Ourstate-esop

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

Esop momentum

What’s Driving ESOP Momentum

Section-1042_pt2

IRC Section 1042 Tax Deferral [Part 2]

Section-1042_pt1

IRC Section 1042 Capital Gains Tax Deferral [Part 1]

Advised-dai_blog

ButcherJoseph & Co. Advises DAI Global, LLC

Adg-blog

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

Triadmanufacturing_blog

ButcherJoseph & Co. Advises Triad Manufacturing on Sale to Employees

Tmi-hospitality

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

Spinx_blog

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