Services
Sale Transactions to Strategic or Financial Buyers
Your business is unique. Do you want an advisor who shows up when it’s time to acquire or sell or do you want an advocate who will advise you through the entire process? ButcherJoseph has advised on several complex sale/acquisition transactions since its founding, across a variety of industries. Privately-held companies across the US count on our sell-side and buy-side M&A services team for comprehensive financial advisory services and expert guidance. We assist buyers and sellers through all stages of the process as we evaluate strategic alternatives, identify optimal potential transaction partners, provide in-depth financial and strategic analysis, and advise on complex transaction terms including valuation, structuring, timing, and potential financing options.
Our team of experienced and talented professionals provides uncompromised advice across a broad range of M&A advisory services.
Employee Ownership Transactions (ESOPs)
ButcherJoseph professionals collectively have advised on employee stock ownership plan (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.
Capital Advisory (Debt & Equity)
ButcherJoseph’s Debt & Capital Advisory practice raises debt 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.
- On the sell-side, we ensure a successful close at the most optimal financing terms.
- On the buy-side, we secure attractive financing at highly compelling terms.
- If you’re not quite ready to sell, but need interim debt financing for growth capital or a partial dividend recap, we can provide multiple financing solutions.
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.
Valuations & Fairness Opinions
Our team of valuation professionals has performed and managed thousands of valuations of privately held companies across a multitude of industries. In addition, we have advised fiduciaries and rendered financial opinions in 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.