Employee Ownership: An M&A Alternative
America's closely-held business create prosperity and bolster communities. But even the most enduring companies eventually reach an M&A crossroads.
Private and family-owned firms often have a range of options. While sales and private equity deals create liquidity, these transactions can eliminate jobs, diminish legacies, and yield hefty tax burdens.
What if you could monetize your equity, and maintain a meaningful role with your company, while securing the future of your business and its employees?
It's possible with an employee stock ownership plan.
The Unique Benefits of ESOPs
FLEXIBILITY & DIVERSIFICATION
ESOP Resources from our Advisors
Since 2000, our ESOP investment banking experts have guided hundreds of clients nationwide through the building and financing of employee stock ownership plans. Employee-owned companies also trust CSG with secondary sales, plan maintenance, and mergers and acquisitions.
Read ahead for the latest insights and news from our team.
Our ESOP Journey: i9 Sports & Frank Fiume
March 20, 2023 • Richard Harmon
3 Strategies to Safeguard Company Cash
March 14, 2023 • David Blauzvern
The Financing Behind a Leveraged ESOP
February 27, 2023 • Andrew Nikolai
Choosing the Right M&A Option
January 13, 2023 • David Blauzvern
Employee Ownership 101
We get it. Time is tight. But if you were considering a business liquidity event, wouldn't you want to know all your options?
For a quick study on the basics and benefits of a leveraged ESOP, download our concise guide.
ESOP Investment Bank of the Year
In the past 10 years alone, we've received over 40 honors from leading organizations.
2021 ESOP Investment Bank of the Year
2021 ESOP Deal of the Year
2020 ESOP Investment Bank of the Year
2021 Debt Financing Deal of the Year
2020 Debt Financing Deal of the Year
2018 ESOP Deal of the Year ($250-$500MM)
2021 ESOP Advisory Firm of the Year
2020 ESOP Advisory Firm of the Year
2019 ESOP Advisory Firm of the Year
Interested in Becoming an Employee-Owned Company?
Employee stock ownership plans are industry agnostic and can be utilized by partnerships, as well as C and S corporations. To learn more about our advisory services, or ESOPs in general, connect with our experts today.
FIND ESOP RESOURCES
Whether you need a full ESOP overview or a couple of questions answered, we can help.
TAKE THE "ESOP QUIZ"
Answer three questions to see if it’s worth considering a leveraged ESOP for your company.
MEET AN ESOP ADVISOR
Schedule a complimentary call with one of our employee stock ownership plan experts.