ESOP Advisory

ButcherJoseph professionals collectively have advised on ESOP transactions totaling more than $7 billion in their careers. We are industry leaders and truly understand all phases of the ESOP lifecycle, from initial buyout to potential third-party sales. Our team has great comfort and experience structuring both full and partial ESOP transactions, both institutional and seller-financed deals, and with all corporate legal structures (C corporation, S corporation, LLC). Our advice and overall strategy will always consider distinct client/seller objectives in light of tax implications, management participation dynamics, and, of course, the employee benefits.

Recapitalization Advisory

ButcherJoseph also provides a unique recapitalization advisory product principally focused on ESOP companies. Our engagements begin with a thorough evaluation of the client company and an assessment of the full spectrum of restructuring and refinancing options available. We tailor solutions to fit the needs of the client and the situation based on rigorous analysis, a real-time understanding of the capital markets and deep knowledge of the key facets of restructuring transactions. Further, our experience allows us to make informed decisions and results in favorable outcomes which take into consideration the complete ESOP lifecycle and all stakeholders.

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