News

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.    

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.

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.

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