ESOP Client Stories

We've Helped More Companies Utilize Leveraged ESOPs than Anyone Else


A wide range of closely-held businesses, from across the country, have completed employee stock ownership plan transactions with the guidance of our employee ownership experts. Companies ranging in enterprise value from $10 million to nearly $2 billion have counted on our team to structure and close their complex deals.


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Children's Apparel | California

Consumer Electronics | New Jersey

Handbag & Accessories | New York

Personal Care & Supplements | Arizona

Women's Apparel | New York

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Commercial Construction | Florida

Commercial Construction | Georgia

Construction Management | New York

Environmental Consulting | Massachusetts

Residential Construction | Alabama

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Debt Management | New York

Insurance | New York

Investment Management | Maryland

Investment Banking | Ohio

Lease Financing | Connecticut



Cybersecurity | California

Defense Contractor | California

Defense Contractor | Virginia

Fleet Modernization | Pennsylvania

Tactical Solutions | Virginia

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Ambulance Service | Connecticut

Diagnostic Imaging | Colorado

Diagnostic Imaging | Mississippi

Rehabilitation Centers | Ohio

Senior Care | Virginia

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Brewery | New York

Casino | Nevada

Resorts | Florida

Resorts | Hawaii

Restaurant Chain | New York

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Automation | Missouri

Electrical Equipment | New York

Food Equipment | Ohio

HVAC Parts | Kentucky

Industrial Containers | Texas

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Advertising & Marketing | Arizona

Cause Marketing | Connecticut

Integrated Branding | Missouri

Integrated Marketing | New York

Media & PR | New York

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Billing Solutions | New Jersey

Governance Consulting | Connecticut

Law Practice | Virginia

Medical Transcription | New Jersey

Performance Solutions | Kentucky

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IT Staffing | Georgia

Staffing | Missouri

Staffing | Tennessee

Staffing & Recruiting | Texas

Technical Staffing | Illinois

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Aviation Software | New Jersey

Business Intelligence | California

Data & Insights | Texas

Global Positioning | Texas

IT Services | New York

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Access-A-Ride | New York

Freight | Ohio

Student Transport | New York

Truck Rental | New York

Trucking | New Jersey


ESOP Transactions


Deal & Firm of the Year Awards

$25 Billion

in Enterprise Value

Client-Focused ESOP Results


We’re proud of our industry-leading track record, but we ultimately measure success by the trust we've earned and the relationships we've forged.


Business Services Provider


We considered a private equity offer, but an ESOP gave the shareholders more after-tax value. CSG was very smart about what was possible and how to balance the needs of all the parties involved.

Furniture Retailer


I turned to CSG for an ESOP that benefited every one of our employees and allowed us to take money off the table. I call that a "win-win" for everyone!

Staffing Firm


We had the opportunity to sell the company, but we weren't comfortable losing our legacy and knowing how this could impact our employees. We wanted to remain independent and continue our growth. I'm grateful to CSG and for the opportunity to give back to our employees, who have been so critical to our success.

Equipment Manufacturer


The ESOP is exciting for the company and our employees. Our employees always have been and will continue to be the key to our success. None of this could have happened without CSG.

Energy Company


We could not have achieved our goals with the ESOP transaction without CSG. They brought tremendous expertise, sophistication, and unwavering commitment to the process.

Transportation Provider


I can’t recommend CSG enough to companies considering an ESOP.

Meet with our Team

If you’ve considered an M&A transaction, or if you've thought about liquidity and legacy-building opportunities, an ESOP may be the right option for you.

Of course, It isn’t easy to compare advisors until you have a one-on-one conversation. Schedule a no-obligation call now, and we’ll connect with one of our employee ownership experts - someone who understands the intricacies of your industry and your market. See why we're the nation's leading leveraged ESOP investment bank.