Our Team of ESOP Advisors

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

Lawrence Kaplan

FOUNDER AND MANAGING PARTNER
Patrick Fallon photo

Patrick Fallon

COO AND MANAGING DIRECTOR
Michael Bannon, CSG Partners

Michael Bannon

MANAGING DIRECTOR
Steve Berman photo

Steve Berman

MANAGING DIRECTOR
David Blauzvern photo

David Blauzvern

MANAGING DIRECTOR
Steven Golden photo

Steven Golden

MANAGING DIRECTOR
Harvey Granat photo

Harvey Granat

MANAGING DIRECTOR
Richard Harmon photo

Richard Harmon

MANAGING DIRECTOR
Eitan Milstein

Eitan Milstein

MANAGING DIRECTOR
Alex Mumblat photo

Alex Mumblat

MANAGING DIRECTOR
Andrew Nikolai

Andrew Nikolai, CFA

MANAGING DIRECTOR
George Thacker, CSG Partners

George Thacker

MANAGING DIRECTOR
Patrick Trask photo

Patrick Trask, CPA

MANAGING DIRECTOR
John Marino, CSG Partners

John Marino

BUSINESS DEVELOPMENT DIRECTOR
Mike Norton, CSG Partners

Mike Norton

BUSINESS DEVELOPMENT DIRECTOR
Jordan Burg photo

Jordan Burg

CMO
Doron Saraf

Doron Saraf

VICE PRESIDENT
Yosef Feld, CSG Partners

Yosef Feld

CONTROLLER

212.385.0544

Preeth Coramutla, CSG Partners

Preeth Coramutla

ASSOCIATE

646.867.2782

Trevor Dalton, CSG Partners

Trevor Dalton

ASSOCIATE

646.536.7822

Josh Feinberg, CSG Partners

Josh Feinberg

ASSOCIATE

646.854.6347

Daniel Gluck, CSG Partners

Daniel Gluck

ASSOCIATE

646.867.2788

Fred Stino, CSG Partners

Fred Stino, CPA

ASSOCIATE

646.722.1171

Jacob Brown, CSG Partners

Jacob Brown

ANALYST

646.536.7821

Ryan Caress, CSG Partners

Ryan Caress

ANALYST

646.722.1159

Amani Christopher (1)

Amani Christopher

ANALYST

646.722.1151

Seth Coronel, CSG Partners

Seth Coronel

ANALYST

646.722.1157

Austin Egna, CSG Partners

Austin Egna

ANALYST

646.722.1169

Isaac Gotian, CSG Partners

Isaac Gotian

ANALYST

646.722.1124

Alfred Perez, CSG Partners

Alfred Perez

ANALYST

646.217.0580

Maxwell Shen, CSG Partners

Maxwell Shen

ANALYST

646.722.1174

Tori Starcher, CSG Partners

Tori Starcher

ANALYST

646.722.1158

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.

FIND MORE RESOURCES

Our full ESOP library includes webinars, podcasts, and articles by our experts.

EXPLORE OUR ESOP SERVICES

Our nationally-recognized experts offer clients a range of expertise and real-world experience.

REVIEW OUR RECORD

We've built successful ESOPs for clients nationwide, across all industries.