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 strategies, focused on creating value for all stakeholders.
From feasibility studies to transaction execution, our experts have helped hundreds of middle market companies across all industries. Read ahead for details on all our ESOP advisory services as well as an illustrative case study.
Our ESOP Investment Banking Services
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.
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.
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?
We want clients to make informed decisions, and we strive to help them become knowledgeable on all aspects of employee ownership.
We conduct extensive due diligence, and collaborate with our clients’ trusted advisors, to understand and value companies.
To build optimal ESOPs, we consider various factors including fair market valuation, corporate structure, and capital needs.
We craft customized ESOP transactions that address the needs and goals of shareholders, companies, and their employees.
We have the lender network, and the capital markets experience, to identify and tailor optimal financing options.
Our detailed execution and grounded approach to the employee ownership transaction process drive desired results.
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.
How is CSG Partners Different?
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.
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.