Private Capital

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.

What is an optimal capital structure?

June 24, 2015

Companies have different ways of financing their operations. Some will rely solely on equity, while others will lean more heavily on debt.

Valuation methods and benefits

July 9, 2014

When business owners are interested in selling their company, how does the owner know how much their company is worth?

Succession planning for trucking companies: Part 1

July 1, 2014

In a post-recession economy, all business owners need to preemptively prepare their companies for ownership transition well before their retirement and understand the types of transactions that can facilitate a change in ownership.

Chicago, IL – June 6, 2012 – Keith Butcher presents as keynote speaker for YPO-WPO Deal Talk Series.

May 14, 2012

In the second event of the Deal Talk Series hosted by the YPO-WPO, Keith Butcher, Managing Partner at Butcher Joseph Hayes LLC, will be the keynote speaker.  A seasoned Investment Banker and ESOP (Employee Stock Ownership Plan) expert, Keith will be sharing his perspective on deal making in the private capital markets.

Selling a portfolio company to an Employee Stock Ownership Plan (ESOP)

March 6, 2012

A sale to an ESOP, effectively a sale to a trust managed for the benefit of a company’s employees under ERISA, provides several advantages to the financial sponsor and the portfolio company. The aspects of an exit via an ESOP transaction most attractive to financial sponsors include: Execution of sale at fair market value Full liquidity… Read more.

Butcher Joseph Hayes Advises on Sale to ESOP

March 2, 2012

Butcher Joseph Hayes, specialists in ESOP transactions and other merger and acquisition related transactions, served as exclusive financial advisor to Kelly, Anderson and Associates, Inc. (KAA, Inc.) on its most recent sale to their Employee Stock Ownership Plan (ESOP). Kelly, Anderson and Associates is now 100% employee owned. This is the final-stage transaction that was part of a… Read more.

Butcher Joseph Hayes serves as exclusive financial advisor in ESOP for The Spinx Company

February 17, 2012

On December 28, 2011 Stewart Spinks completed a partial sale of The Spinx Company to an ESOP (Employee Stock Ownership Plan) with advisement and structuring support from Butcher Joseph Hayes, a merchant banking company headquartered in St. Louis, Missouri. The Spinx Company owns and operates the Spinx Stores, a leading convenience store chain serving North and South… Read more.

Transportation / Shipping Related Manufacturer Recapitalization

February 10, 2012

When one of our clients was diagnosed with a serious illness, he asked our firm to help structure a transaction that would allow him to accomplish several goals with respect to ownership transition. Among his key objectives were to maintain majority ownership of the business, which served the ocean shipping and transportation segment, within the… Read more.

Why ESOP? What are ESOP Advantages? ESOP Dividends, ESOP Tax Advantages and more

January 27, 2012

In a recent post, we defined in detail what an ESOP is. To recap, an ESOP is an acronym for Employee Stock Ownership Plan – a tool used to provide employees of a company with a retirement benefit through a plan whose value is based upon the company’s financial performance. Read the definition of ESOP… Read more.

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