ButcherJoseph has advised on several complex sale/acquisition transactions since its founding, including on cross-border engagements and in a variety of industries. Further, ButcherJoseph’s professionals previously launched and developed their investment banking careers at premier mergers and acquisitions (M&A) franchises on Wall Street. We counsel our clients through all stages of the process as we evaluate strategic alternatives, assess potential acquirers (strategic/financial) and targets, provide industry analysis, and advise on transaction terms including valuation, structuring, timing, and potential financing.
Our team of experienced and talented professionals provides uncompromised advice across a broad range of M&A advisory services.
ButcherJoseph professionals collectively have advised on ESOP transactions totaling more than $7 billion in their careers. We are industry leaders and truly understand all phases of the ESOP lifecycle, from initial buyout to potential third-party sales. Our team has great comfort and experience structuring both full and partial ESOP transactions, both institutional and seller-financed deals, and with all corporate legal structures (C corporation, S corporation, LLC). Our advice and overall strategy will always consider distinct client/seller objectives in light of tax implications, management participation dynamics, and, of course, the employee benefits.
We also provide a unique recapitalization advisory product principally focused on ESOP companies. Our engagements begin with a thorough evaluation of the client company and an assessment of the full spectrum of restructuring and refinancing options available. We tailor solutions to fit the needs of the client and the situation based on rigorous analysis, a real-time understanding of the capital markets and deep knowledge of the key facets of restructuring transactions.
The ESOP white paper explores the key aspects of ESOP transactions.
Our recapitalization blog posts include more information about the benefits of exploring a recapitalization.
ButcherJoseph’s Debt & Capital Advisory practice raises debt capital and equity capital and provides advisory services to privately-owned businesses, sponsors, and family offices. Unlike many M&A firms, nearly all our transactions involve raising capital on behalf of our clients. We maintain longstanding relationships with the most active lenders and capital providers in the middle market, and can source a variety of funding types, including senior, unitranche, mezzanine debt facilities, preferred equity securities, and private equity investments, at highly-compelling terms.
With over $3B in senior and subordinated debt raised since 2011, ButcherJoseph can help clients source capital to support growth, leveraged dividends, buyouts, refinancings, and/or balance sheet recapitalizations.
Our team of valuation professionals has performed and managed over 500 valuations of privately held companies in all industries. In addition, we have advised fiduciaries and rendered financial opinions in nearly 100 transactions with an aggregate equity value approaching $5 billion. Our experience ensures that our valuation analysis is conceptually sound and can withstand the highest scrutiny, providing assurance to business owners, boards of directors, special committees, institutional trustees, and others fulfilling fiduciary responsibilities.
Our valuation blog posts explore different valuation methods and best practices to maximize your company’s value.
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