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
Steve Berman photo

Steve Berman

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
Thacker-Sept20

George Thacker

MANAGING DIRECTOR
Patrick Trask photo

Patrick Trask, CPA

MANAGING DIRECTOR
Jordan Burg photo

Jordan Burg

CMO
Michael Bannon (Dec23)

Michael Bannon

VICE PRESIDENT
David Blauzvern photo

David Blauzvern

VICE PRESIDENT
Andrew Nikolai

Andrew Nikolai, CFA

VICE PRESIDENT
Doron Saraf

Doron Saraf

VICE PRESIDENT
Yosef Feld

Yosef Feld

CONTROLLER

212.385.0544

Preeth

Preeth Coramutla

ASSOCIATE

347.480.7984

Josh Feinberg

Josh Feinberg

ASSOCIATE

973.896.4879

Fred Stino

Fred Stino, CPA

ASSOCIATE

929.273.1539

Amani Christopher (1)

Amani Christopher

ANALYST

646.722.1151

Trevor Dalton Headshot

Trevor Dalton

ANALYST

347.674.4024

Isaac Gotian

Isaac Gotian

ANALYST

646.722.1124

Daniel Gluck

Daniel Gluck

ANALYST

646.867.2788

Helen Jiang

Helen Jiang

MARKETING ANALYST

929.262.1772

Garrett Kremer

Garrett Kremer

ANALYST

646.722.1175

Alfred Perez (2)

Alfred Perez

ANALYST

305.299.9569

Maxwell Shen

Maxwell Shen

ANALYST

646.722.1174

Rachaithaa Shetty

Rachaithaa Shetty

ANALYST

646.867.2786

Jeffrey Kaplan photo

Jeffrey Kaplan

RELATIONSHIP MANAGER

212.366.5382

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.