Nathan Perkins

Managing Director

Nathan Perkins is recognized as an investment banking expert and speaks regularly on the topic of employee stock ownership plans (ESOPs) as a liquidity strategy for business owners. Throughout his 20-year career, Nathan has advised on over 300 ESOP M&A transactions, representing billions in transaction value.  

Prior to joining CSG Partners in 2014, Nathan was a Vice President at Bank of America Merrill Lynch where he focused on ESOP strategies for ultra-high net worth families.  This background in wealth management affords Nathan a unique perspective on the financial and legacy-related needs of private and family-business owners with regard to liquidity transactions.

Nathan began his career as a financial advisor with Morgan Stanley in Washington, DC.  Over the course of his career, Nathan has focused on relationship management, financial/estate planning, commercial banking, securities-based lending, 1042 rollovers, and ESOP transaction advisory services.

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Email  LinkedIn  202.480.7720

EDUCATION
BA, The George Washington University
INDUSTRY EXPERIENCE
Defense & Space
Health, Wellness and Fitness
Human Resources
Machinery
Transportation & Logistics
AWARDS
2020 ESOP Deal of the Year – $100MM+ (M&A Atlas Awards)