Blog

Overheard at the Craft Brewers Conference

May 9, 2017

At the 2017 Craft Brewers Conference (CBC) in Washington, D.C. ButcherJoseph’s Ray Tarasi and Carter Smith met a number of people and organizations who were interested in exploring employee ownership. Attendees at the Craft Brewers Conference exhibited tremendous enthusiasm for the benefits that ESOPs offer to breweries and related vendors, namely: 1. Maintaining independence 2.… Read more.

Why St. Louis Companies Choose Employee Ownership

April 26, 2017

Download the article published by the St. Louis Business Journal on April 21, 2017.    

Craft Breweries and ESOPs: Leaving a Legacy

April 4, 2017

The Colorado General Assembly recently passed House Bill 1214 (as referenced in the Gazette) which encourages employee ownership of existing small businesses. The bill specifically provides financial assistance to businesses converting to employee ownership and also directs staff at the Colorado office of economic development to be educated on the benefits of employee ownership. Some… Read more.

ButcherJoseph & Co. Advises Helicopters, Inc. on Employee Buyout

March 7, 2017

ButcherJoseph & Co. (“ButcherJoseph”) served as the exclusive financial advisor to Helicopters, Inc. (“Helicopters” or the “Company”) on its sale to the Helicopters, Inc. Employee Stock Ownership Plan (“ESOP”). Headquartered in Cahokia, IL, the Company is the largest lessor of helicopters to the domestic electronic news gathering industry. Helicopters, Inc. founder Stephen Lieber commented, “Helicopters,… Read more.

ButcherJoseph & Co. Assists Superior Fabrication, Inc. in Its Sale to Tri-Point, a Portfolio Company of First Reserve

February 22, 2017

ButcherJoseph & Co. (“ButcherJoseph”) served as exclusive financial advisor to Superior Fabrication, Inc. (“Superior” or the “Company”) in its sale from the Superior Fabrication Employee Stock Ownership Plan (“ESOP”) to Tri-Point Oil & Gas Production Systems, LLC (“Tri-Point”). Tri-Point is a portfolio company of First Reserve, a leading global private equity and infrastructure investment firm… Read more.

Trucking Industry: Selling to an ESOP in Today’s Market

November 28, 2016

According to the American Trucking Associations (ATA), the trucking industry is already experiencing a significant shortage in drivers and will need to hire roughly 89,000 drivers annually over the next ten years. With a current deficit of 48,000 drivers and turnover rates fluctuating between 80 and 100 percent, the industry also anticipates a continued softening… Read more.

M&A Advisor Announced ButcherJoseph & Co. as Winners of Both Deal Financing of the Year Awards

November 21, 2016

ButcherJoseph & Co. (“ButcherJoseph”) was announced as the winner in both deal financing categories during the 15th Annual M&A Advisor Awards Gala on November 9, 2016, held at the New York Athletic Club. ButcherJoseph won the two awards for Deal Financing of the Year: Debt Financing of the Year for the financing of Advanced Diagnostic… Read more.

IRC Section 1042 Tax Deferral: Part Two

November 8, 2016

This is the second article in a five part series that reviews the Section 1042 Capital Gains Tax Deferral alternative with respect to ESOP structures. Part one of this series discussed the potential tax benefit available to owners who sell their business to to an Employee Stock Ownership Plan (“ESOP”) when electing the Section 1042 Capital Gains Tax… Read more.

IRC Section 1042 Capital Gains Tax Deferral: Part One

November 2, 2016

This article is the first in a five part series that reviews the Section 1042 Capital Gains Tax Deferral alternative with respect to ESOP structures. A Brief Overview There can be significant tax benefits for business owners who sell all, or a portion, of their company shares to an Employee Stock Ownership Plan (“ESOP”). IRC Section 1042… Read more.

Employee Ownership at Work

October 25, 2016

In Honor of Employee Ownership Month Every business is built on unique values. Whether it’s years of planning, a brilliant entrepreneurial moment, or—most likely—a combination of the two, values tend to shape the core of a company. They drive the creation of culture, branding, and provide the customer experience. When contemplating exit strategies, it’s difficult… Read more.

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