ESOP Advisory Services

An ESOP Process Guided by your Unique Goals

Whether you’re exploring employee ownership or optimizing an existing plan, our nationally-recognized advisors build custom, analytics-driven solutions, focused on creating value for all stakeholders. Read ahead for details on all our ESOP advisory services as well as an illustrative case study.

If you have an ESOP transaction in mind, let's start a conversation today.

Our ESOP Investment Banking Services

 
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ESOP FORMATION

We don't believe in one-size-fits-all employee stock ownership plans. Our multi-stage process is rooted in analytic rigor and high-touch client service.

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PLAN MAINTENANCE

To address employee-owned companies' changing needs, we offer various solutions including secondary sales and ESOP buybacks.

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CAPITAL ADVISORY

ESOP companies seeking to fund acquisitions, support operations, or restructure debt count on us to help secure bank financing from our network of investors and lenders.

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MERGERS & ACQUISITIONS

When existing employee-owned companies seek M&A strategies for liquidity, asset monetization, or growth, they turn to CSG and our affiliated broker-dealer, Synergy Capital I.

Why do Leading Companies Trust our ESOP Experts?

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We don't believe in one-size-fits-all employee stock ownership plans. Instead, our ESOP experts rely on research and extensive modeling to build, quarterback, and close employee ownership transactions. Our process is rooted in analytic rigor and high-touch client service.

Employee Ownership Case Study

Interested in seeing our work in action? Larry Kaplan, CSG’s Founder and Managing Partner, walks you through ESOP feasibility, structuring, and financing process in this brief video.

Based on real client interaction, this case study highlights the considerations and goals of a successful employee stock ownership plan transaction.

ESOP Case Study

 

How is CSG Partners Different?

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20+ Years of Employee Ownership 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 employee stock ownership plans.

Analytics-Focused ESOP Planning

We leverage proprietary modeling and research tools – developed and refined throughout our history – to deliver data-driven solutions for any employee ownership situation.

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Unrivaled ESOP Financing Capabilities

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.