ESOP Advisory Services

A Process Guided by your Unique Goals

Whether you’re exploring a leveraged ESOP or optimizing an existing employee stock ownership 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

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.

PLAN MAINTENANCE

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

CAPITAL ADVISORY

ESOP-owned 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 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.

Why do Leading Companies Trust our ESOP Experts?

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We don't believe in one-size-fits-all ESOP transactions. Instead, our advisors 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.

We Educate

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

We Inquire

We conduct extensive due diligence and collaborate with our clients’ trusted financial and legal advisors to understand and value companies.

We Analyze

To build optimal ESOPs, we consider various factors including fair market valuation, corporate structure, and capital needs.

We Build

We craft customized ESOP transactions that address the needs and goals of selling shareholders, their companies, and employees.

We Market

We have the lender network, and the capital markets experience, to identify and tailor optimal financing options.

We Close

Our detailed execution and grounded approach to interfacing with ESOP fiduciaries yield properly documented plans that 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 a feasibility analysis, transaction structure selection, and the third-party financing process in this brief video.

Based on real client interaction, this case study highlights the considerations and critical steps behind the formation of a successful ESOP plan.

How is CSG Partners Different?