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.


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.


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.


Money Stack




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.