Custom Employee Stock Ownership Plan Formations
We don't believe in cookie-cutter ESOPs. Our multidisciplinary team builds custom, data-driven strategies, focused on creating value for all stakeholders, including business owners, ESOP participants, and their communities.
We quarterback the entire process and leverage a multi-stage approach, rooted in quantifiable analysis and high-touch client service. That includes creating rigorous feasibility studies, performing extensive due diligence, collaborating with our clients’ trusted advisors, and maintaining a grounded approach to transaction negotiation and execution.
From structuring responsive plans to completing efficient transactions, our experts have helped hundreds of middle market companies across all industries.
Education-Focused
We want clients to make informed decisions, and we strive to bring clarity to all aspects of these complex transactions.
Analytics-Driven
We leverage proprietary modeling and research tools to deliver comprehensive solutions for any employee ownership situation.
Financial Reach
Our team has access to the same capital sources as private equity and top investment banks. We secure more ESOP plan financing than any firm.
Tested & Experienced
Since 2000, we've focused solely on ESOP investment banking. Our transaction volume is unmatched, our institutional knowledge is extensive, and our bench is deep.
Solutions for Employee Owned Companies
In addition to building leveraged ESOPs, our experts routinely advise established, employee-owned companies on a range of investment banking matters, including plan modifications and third-party sales.
Mergers & Acquisitions
When existing ESOP companies seek a potential sale or M&A strategies for liquidity, asset monetization, or growth, they turn to CSG and our affiliated broker-dealer, Synergy Capital I.