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.




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


Financial Institution


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.




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?


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.

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?



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 plan structure and optimization strategies.

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 transactions.