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:
- How Business Owners Can Preserve Their Legacy
- How Will Selling Your Company to an ESOP Affect Your Role as Founder/CEO?
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.
Additionally, ButcherJoseph is at the forefront of assisting clients with identifying opportunities to optimize the ESOP structure to ensure that it continues to support, rather than inhibit, the ability of the company to effectively compete in the marketplace and achieve corporate growth initiatives. Click here learn more about our sustainability services for mature ESOP-owned businesses.
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.
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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:
ESOP Sustainability Services
Sustainability Services for Mature ESOP Companies
Whether you are the ESOP trustee, serving on the board of directors, or a part of the management team, you’ve likely seen companies that become mature ESOPs face a set of challenges unique to the ESOP ownership structure. Whether it’s the competitive landscape, demographics of the workforce, members of executive leadership, the operating lines of business, the balance sheet, or repurchase obligation, things likely look different today than they did at the onset of ESOP ownership. As companies grow, maintaining competitiveness and continuing growth can be challenged by the cash demands of the ESOP structure, and the experience in the structure for certain groups of employees relative to others. Innovative sustainability-focused strategies can:
- Align Incentives with Impact: Foster engagement across employee cohorts by linking rewards to contributions.
- Secure Capital for Growth: Increase the accessibility of innovative funding options to support growth, acquisitions, and modernization.
- Drive Long-Term Value: Enhance corporate resilience and ability to compete to sustain the structure and improve the growth trajectory.
We’re Here to Help
ButcherJoseph & Co. offers sustainability services to ESOP-owned businesses to help with their growth initiatives, ensuring long-term success for both employees and the company. We find solutions to challenges unique to the ESOP structure to increase corporate value while sustaining the ESOP.
If you’re interested in learning more about these services, contact Jeff Buettner at jeff.buettner@butcherjoseph.com or 312-884-7371.