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
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?
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.
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.