News

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

April 1, 2018

Saint Louis, MO, April 5, 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,… Read more.

ButcherJoseph & Co. Advises Whitewood Industries on Employee Buyout

March 29, 2018

Saint Louis, MO, 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… 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.

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 2]

November 8, 2016

The Section 1042 election is a “like-kind” exchange in that the seller can defer all or a portion of proceeds from the sale of stock by reinvesting the proceeds in similar assets.

IRC Section 1042 Capital Gains Tax Deferral [Part 1]

November 2, 2016

The tax benefits associated with an ESOP can provide significant value to the selling shareholder(s), the company and the employees participating in the plan.

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.

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