Services

Sale Transactions to Strategic or Financial Buyers

ButcherJoseph is a trusted advisor to businesses, helping owners determine the value of their business in the current market environment and execute on a successful sale transaction. We have decades of experience working with financial sponsors and strategic acquirers and have assisted hundreds of business owners in achieving their objectives in a company sale.

Our process is built on a thorough assessment of a company’s financial statements, operational processes, customer base, and competitive advantages. We then craft a compelling narrative around the company’s value proposition and develop a comprehensive strategy to help selling shareholders reach the best buyers, reduce execution risk, and maximize the value of their business.

Learn more by reading some of our insights:

Employee Ownership Transactions (ESOPs)

For Business Owner Buyouts
ButcherJoseph is a longstanding market leader on employee stock ownership plan (ESOP) transactions. For an initial ESOP buyout transaction, we advise business owners seeking to transition ownership of their company to their employees. ESOP transaction structures may be in the form of a full or partial sale, third-party financed, or entirely seller financed. Our clients span the United States across a variety of industries and sizes.

Our process focuses on providing owners with significant options for funding an ESOP buyout from a variety of capital sources, following fiduciary best practices, and crafting durable transaction structures that stand the test of time.

Learn more about ESOPs by reading some of our insights:

For Existing ESOP-Company Leadership Teams
ButcherJoseph is a trusted advisor to ESOP-owned companies. We advise management teams and boards seeking to assess the ESOP’s role in their company’s capital structure – and plan for the future long after the initial ESOP buyout transaction. Working closely with our clients, we establish clear objectives and develop sophisticated financial models to test transaction alternatives against the status quo. We help our clients understand the impact of available options on all stakeholders, and then execute on the optimal solution.

We have extensive experience working with mature ESOP clients and have completed a wide range of follow-on transactions, such as traditional leveraged redemptions or bringing on third-party equity capital to be invested alongside the ESOP.

Learn more about options for mature ESOP-owned companies by reading some of our insights:

Capital Advisory (Debt & Equity)

Our clients often require capital for various purposes such as acquisitions, growth, recapitalizations, and refinancings. To secure the best available terms for each client, we leverage our extensive network of lenders and capital providers throughout the country to create competition through an auction process. Even when clients have received favorable financing/capital terms from their current lender or equity partner, our process often yields improved terms from the market and motivates the incumbent to match or exceed the market-available terms.

ButcherJoseph maintains relationships with:

And we source a variety of funding types:

Commercial Banks
Non-Bank Lenders, Credit Funds
Mezzanine Funds
Business Development Companies (BDCs)
Small Business Investment Companies (SBICs)
Insurance Companies, Pension Funds
Private Equity Funds
Growth Equity Funds
Family Offices

Senior Debt

Asset-Based
Cash Flow-Based

Unitranche Debt
Mezzanine & Subordinated Debt
Institutional Private Placements
Participating Preferred / Convertible Equity
Common Equity

ButcherJoseph assists clients in navigating the considerations of raising capital, which include the use of proceeds, the capital amount required, and the type/terms of funding. We position each client to take advantage of the best available terms, leading to timely and successful fundings.

Learn more about financing terms, structures, capital sources and various debt option by reading some of our insights:

Valuations & Fairness Opinions

Our team of valuation professionals has performed thousands of ESOP valuations for privately held companies across a multitude of industries. We advise fiduciaries and render financial opinions for transactions. Our analysis withstands the highest scrutiny, providing assurance to business owners, boards of directors, special committees, and ESOP trustees.

Learn more by reading some of our insights: