Employee Ownership Experts with Real World Experience
We understand the needs of clients, and their advisors, because we’ve walked in their shoes. In addition to commercial banking professionals, attorneys, and accountants, our team of ESOP investment banking specialists includes seasoned entrepreneurs and CEOs.
That practical experience, combined with CSG Partners’ thought leadership and extensive, analytical process, provides insights and strategies that drive desired outcomes for all stakeholders. Our team has been recognized by leading publications and organizations with over 40 Firm & Deal of the Year honors in the past decade alone.
![Lawrence Kaplan photo](https://www.csgpartners.com/hs-fs/hubfs/Images/Headshots/January%202020/Lawrence%20Kaplan%20B.jpg?height=500&length=500&name=Lawrence%20Kaplan%20B.jpg)
Lawrence Kaplan
FOUNDER AND MANAGING PARTNER
![Patrick Fallon photo](https://www.csgpartners.com/hs-fs/hubfs/Images/Headshots/January%202020/Pat%20Fallon%20B.jpg?height=500&length=500&name=Pat%20Fallon%20B.jpg)
Patrick Fallon
COO AND MANAGING DIRECTOR
![Steve Berman photo](https://www.csgpartners.com/hs-fs/hubfs/Images/Headshots/January%202020/Stephen%20Berman%20B.jpg?height=500&length=500&name=Stephen%20Berman%20B.jpg)
Steve Berman
MANAGING DIRECTOR
![Steven Golden photo](https://www.csgpartners.com/hs-fs/hubfs/Golden-D.jpg?height=500&length=500&name=Golden-D.jpg)
Steven Golden
MANAGING DIRECTOR
![Harvey Granat photo](https://www.csgpartners.com/hs-fs/hubfs/Images/Headshots/January%202020/Granat-Sept20.png?height=500&length=500&name=Granat-Sept20.png)
Harvey Granat
MANAGING DIRECTOR
![Richard Harmon photo](https://www.csgpartners.com/hs-fs/hubfs/Images/Headshots/January%202020/Richard%20Harmon.jpg?height=500&length=500&name=Richard%20Harmon.jpg)
Richard Harmon
MANAGING DIRECTOR
![Eitan Milstein](https://www.csgpartners.com/hs-fs/hubfs/Eitan%20Milstein%20(enhanced).jpg?quality=low&height=500&length=500&name=Eitan%20Milstein%20(enhanced).jpg)
Eitan Milstein
MANAGING DIRECTOR
![Alex Mumblat photo](https://www.csgpartners.com/hs-fs/hubfs/Images/Headshots/January%202020/Alex%20Mumblat%20B.jpg?height=500&length=500&name=Alex%20Mumblat%20B.jpg)
Alex Mumblat
MANAGING DIRECTOR
![Thacker-Sept20](https://www.csgpartners.com/hs-fs/hubfs/Images/Headshots/January%202020/Thacker-Sept20.png?height=500&length=500&name=Thacker-Sept20.png)
George Thacker
MANAGING DIRECTOR
![Patrick Trask photo](https://www.csgpartners.com/hs-fs/hubfs/Images/Headshots/January%202020/Trask-New%20Sept20.png?height=500&length=500&name=Trask-New%20Sept20.png)
Patrick Trask, CPA
MANAGING DIRECTOR
![Jordan Burg photo](https://www.csgpartners.com/hs-fs/hubfs/Images/Headshots/January%202020/Jordan%20Burg.jpg?height=500&length=500&name=Jordan%20Burg.jpg)
Jordan Burg
CMO
![Michael Bannon (Dec23)](https://www.csgpartners.com/hs-fs/hubfs/Images/Headshots/Michael%20Bannon%20(Dec23).png?height=500&length=500&name=Michael%20Bannon%20(Dec23).png)
Michael Bannon
VICE PRESIDENT
![David Blauzvern photo](https://www.csgpartners.com/hs-fs/hubfs/Images/Headshots/January%202020/David%20Blauzvern.jpg?height=500&length=500&name=David%20Blauzvern.jpg)
David Blauzvern
VICE PRESIDENT
![Andrew Nikolai](https://www.csgpartners.com/hs-fs/hubfs/Andrew%20Nikolai.png?height=500&length=500&name=Andrew%20Nikolai.png)
Andrew Nikolai, CFA
VICE PRESIDENT
![Doron Saraf](https://www.csgpartners.com/hs-fs/hubfs/Doron%20Saraf.png?height=500&length=500&name=Doron%20Saraf.png)
Doron Saraf
VICE PRESIDENT
Meet with our ESOP Advisors
Whether you're considering an ESOP, exploring succession planning, or having second thoughts about private equity, we’re here to help. Schedule a call or video chat with one of our nationally-recognized, employee stock ownership plan advisors.
You'll be connected with a team member who's knowledgeable about your industry and your market.