Building ESOPs.
Securing Legacies.


Discover how employee stock ownership plans can help companies maintain independence, build stronger teams, and enhance cash flow – while facilitating tax-advantaged liquidity events.


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Tested, Trusted Employee Ownership Experts

Since 2000, middle-market companies nationwide have turned to CSG Partners as their leveraged ESOP advisor. Custom strategies, driven by detailed analytics and comprehensive financing solutions, have helped private and family-owned firms navigate business transitions, unlock wealth, and create broad-based prosperity.

Our multidisciplinary team takes pride in demystifying complex concepts and making employee ownership accessible to all. It's one of the many ways we've earned our reputation as the nation's leading ESOP investment bank.

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ESOP Advisor of the Year

In the past decade alone, CSG has received over 40 awards from leading organizations, including The M&A Advisor and The M&A Atlas Awards. We don't chase trophies, but we're grateful for the kind recognition of peers and clients.

Why do we consistently earn national honors? Experience, attention to detail, and an advisory team that never settles for off-the-shelf solutions.

In addition to closing hundreds of transactions, we've focused our efforts on education. That's why top business advisors and major media ask CSG their most pressing ESOP questions. 

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Why do Leading Firms Trust our ESOP Experts?

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Experience

Our multi-disciplinary team's primary focus is ESOPs, and our transaction volume is unmatched in the industry. That translates to extensive institutional knowledge and a deep understanding of the variability of employee stock ownership plans.

Analytics-Focused

We leverage proprietary modeling and research tools – refined and developed throughout our 20+ year history – to deliver data-driven ESOP recommendations and solutions.

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Financial Reach

Our dedicated capital markets team has access to the same financing sources as private equity firms and top investment banks. In the last five years alone, 30+ bank lenders and funds have financed CSG-led ESOP transactions.


Hear from our ESOP Clients

MEET OUR TEAM

Our ESOP experts offer clients a range of expertise and real-world experience.

REVIEW OUR SERVICES

From plan formations to M&A, we cover the full range of ESOP transactions.

ASK QUESTIONS

Email or call us with your leveraged ESOP inquiries. Our advisors are ready to help.