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.
APPAREL & GOODS
Children's Apparel | California
Consumer Electronics | New Jersey
Handbag & Accessories | New York
Personal Care & Supplements | Arizona
Women's Apparel | New York
Commercial Construction | Florida
Commercial Construction | Georgia
Construction Management | New York
Environmental Consulting | Massachusetts
Residential Construction | Alabama
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
Ambulance Service | Connecticut
Diagnostic Imaging | Colorado
Diagnostic Imaging | Mississippi
Rehabilitation Centers | Ohio
Senior Care | Virginia
Brewery | New York
Casino | Nevada
Resorts | Florida
Resorts | Hawaii
Restaurant Chain | New York
Automation | Missouri
Electrical Equipment | New York
Food Equipment | Ohio
HVAC Parts | Kentucky
Industrial Containers | Texas
Advertising & Marketing | Arizona
Cause Marketing | Connecticut
Integrated Branding | Missouri
Integrated Marketing | New York
Media & PR | New York
Billing Solutions | New Jersey
Governance Consulting | Connecticut
Law Practice | Virginia
Medical Transcription | New Jersey
Performance Solutions | Kentucky
IT Staffing | Georgia
Staffing | Missouri
Staffing | Tennessee
Staffing & Recruiting | Texas
Technical Staffing | Illinois
Aviation Software | New Jersey
Business Intelligence | California
Data & Insights | Texas
Global Positioning | Texas
IT Services | New York
Access-A-Ride | New York
Freight | Ohio
Student Transport | New York
Truck Rental | New York
Trucking | New Jersey
Deal & Firm of the Year Awards
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.
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!
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.
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.
We could not have achieved our goals with the ESOP transaction without CSG. They brought tremendous expertise, sophistication, and unwavering commitment to the process.
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.