News

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.

ButcherJoseph & Co. Announced as Finalist in Five Categories for the 15th Annual M&A Advisor Awards

September 21, 2016

ButcherJoseph & Co. (“ButcherJoseph”) was named a finalist of the 15th Annual M&A Advisor Awards in five categories: Boutique Investment Banking Firm of the Year, Professional Services (B-to-B) Deal of the Year for the Recapitalization of DAI Global, LLC, Equity Financing of the Year for the Recapitalization of DAI Global, LLC, Healthcare and Life Sciences… Read more.

ButcherJoseph & Co. Advises DAI Global, LLC

July 18, 2016

ButcherJoseph & Co. (“ButcherJoseph”) advised DAI Global, LLC (“DAI” or the “Company”) on the optimization and recapitalization of its Employee Stock Ownership Plan (“ESOP”). This transaction created a more inclusive form of employee ownership that will support DAI’s continued growth objectives in all economic conditions, and further strengthen the Company’s entrepreneurial spirit across a broader… Read more.

Rose Newport Announced as Winner of the 7th Annual Emerging Leaders Awards

June 15, 2016

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

ButcherJoseph & Co. Advises Advanced Diagnostic Group on Implementing Its Employee Stock Ownership Plan

March 14, 2016

ButcherJoseph & Co. (“ButcherJoseph”) served as the exclusive financial advisor to ADG Acquisition Holdings, Inc. (“ADG” or the “Company”) in the structuring and funding of the Advanced Diagnostic Group Employee Stock Ownership Plan (“ESOP”). ADG is a leading provider of MRI and X-ray as well as all other imaging services throughout Florida. Kevin Johnson, CEO… Read more.

ButcherJoseph & Co. Advises Triad Manufacturing on Sale to Employees

February 23, 2016

ButcherJoseph & Co. (“ButcherJoseph”) served as the exclusive financial advisor to Triad Manufacturing (“Triad” or the “Company”) in its sale to the Triad Manufacturing Employee Stock Ownership Plan (“ESOP”). Headquartered in St. Louis and led by Co-Presidents Mike McCormick, Bob Hardie and Dave Caito, Triad has been manufacturing custom fixtures and retail store environments for… Read more.

ButcherJoseph & Co. Announced as Winner of the 14th Annual M&A Advisor Awards

November 24, 2015

St. Louis – ButcherJoseph & Co. (“ButcherJoseph”) was announced as the winner of the Deal of the Year (Over $250mm to $500mm) award for leading the Employee Acquisition of Nation Safe Drivers (“NSD”) on Tuesday, November 17, 2015, at the 14th Annual M&A Advisor Awards Gala at the New York Athletic Club. “Since 2002, we… Read more.

ButcherJoseph & Co. Announced as Finalist for the 14th Annual M&A Advisor Awards

September 30, 2015

ButcherJoseph & Co. (“ButcherJoseph”) is pleased to announce that the firm has been named as a finalist of the 14th Annual M&A Advisor Awards in four categories. In addition to the firm’s nomination as a Boutique Investment Banking Firm of the Year, ButcherJoseph’s role in the Employee Acquisition of Nation Safe Drivers (NSD) was recognized… Read more.

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