What’s the durability of your ESOP? Consider These Three Indicators

May 3, 2018

As of March 2018, the National Center for Employee Ownership (NCEO) estimates that there are roughly 6,700 Employee Stock Ownership Plans (ESOPs) in the United States, with the vast majority created prior to 1997. Just like any other business, ESOP companies must identify value creation opportunities for equity shareholders. As ESOP companies mature, it’s important… Read more.

Is an ESOP right for my company?

April 24, 2018

Business owners who are interested in selling to an Employee Stock Ownership Plan (ESOP) should pursue an ESOP feasibility study with the following components: Analysis of sale alternatives Valuation analysis ESOP financing sources and terms Deal structure scenarios Post-transaction credit metrics Analysis of employee account balances and additional incentive plans for management Liquidity opportunity for… Read more.

ButcherJoseph & Co. Advises Mann Media Inc. on Sale to Employees

April 4, 2018

ButcherJoseph & Co. (“ButcherJoseph”) served as the exclusive financial advisor to Mann Media Inc., doing business as Our State magazine (“Our State” or the “Company”), on its sale to The Mann Media Inc. Employee Stock Ownership Plan (“ESOP”). Headquartered in Greensboro, NC, Our State is a monthly publication featuring travel and history articles and photographs… Read more.

ButcherJoseph & Co. Advised ESOP-owned HB McClure on Acquisition

April 1, 2018

ButcherJoseph & Co. (“ButcherJoseph”) served as the exclusive financial advisor to HB McClure Company (“HB McClure” or the “Company”) on its acquisition of Nash Plumbing and Mechanical, LLC (“Nash”). The transaction closed November 2017. Headquartered in Harrisburg, PA, HB McClure provides heating, cooling, plumbing, electrical, fuel oil, propane, emergency, and home comfort services to homeowners… Read more.

ButcherJoseph & Co. Advises Whitewood Industries on Employee Buyout

March 29, 2018

ButcherJoseph & Co. (“ButcherJoseph”) served as the exclusive financial advisor to Whitewood Industries (“Whitewood” or the “Company”) on its sale to The Whitewood Industries Employee Stock Ownership Plan (“ESOP”). The transaction officially closed December 2017. Headquartered in Thomasville, NC, the Company is a leading supplier of both finished and unfinished furniture throughout the United States.… Read more.

M&A Advisor Announced ButcherJoseph & Co. as Energy Deal of the Year Winner

November 29, 2017

ButcherJoseph & Co. (“ButcherJoseph”) was announced as the winner of Energy Deal of the Year (under $100MM) for the sale of SFI to Tri-Point Oil & Gas Production Systems, LLC during the 16th Annual M&A Advisor Awards Gala on November 13, 2017, held at The Metropolitan Club. “Since 2002, we have been honoring the leading… Read more.

Robert Reavis Announced as Winner of the 8th Annual Emerging Leaders Awards

August 14, 2017

ButcherJoseph & Co. (“ButcherJoseph”) is proud to announce that Robert Reavis, Associate, was selected as a winner of The M&A Advisor Emerging Leaders Awards. Robert was chosen for his accomplishments and expertise in the industry from a pool of international nominees by an independent judging panel of distinguished business leaders. The M&A Advisor, renowned globally… Read more.

Top reasons to consider an ESOP

June 2, 2017

In the lifecycle of every company, owners must face the question of ownership succession.

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.    

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