ESOP Advisory Services

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.

Graduate in Cap

Education-Focused

We want clients to make informed decisions, and we strive to bring clarity to all aspects of these complex transactions.

Lightbulb and Gear

Analytics-Driven

We leverage proprietary modeling and research tools to deliver comprehensive solutions for any employee ownership situation.

Dollar Bills

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.

Mountain

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.

Gear and Wrench

 

Plan Maintenance

To address companies' changing needs, we facilitate a variety of ESOP transactions including secondary sales, share buybacks, and plan terminations.

MAINTENANCE OPTIONS

Capital Advisory

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.

HOW ESOPs ARE FINANCED

Money Stack

 

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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.

REVIEW OUR RECORD

We've built employee stock ownership plans for clients nationwide.

MEET OUR TEAM

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

CONTACT US

We'll connect you with the appropriate ESOP subject matter expert.