Distinct Goals, Rewarding Employee Ownership Strategies
Middle-market companies nationwide turn to CSG for many reasons. Some are looking to sustain legacies and create business succession plans. Others are interested in helping shareholders take chips off the table while creating employee wealth-building opportunities.
No matter the objective, clients trust our investment banking advisors to analyze, finance, and structure ESOP transactions that reflect their current needs and anticipate their long-term goals as employee-owned companies.
Review a real case study and read ahead to learn more about our clients' ESOP journeys.
350+
ESOP Transactions
40000+
New Employee Owners
$25 Billion
in Enterprise Value
Unlocking working capital, optimizing factoring solutions, and creating more cohesive teams.
Health and Wellness · Southwest · National Lender · $1.2BN value
Consumer Electronics · Northeast · Seller Financing · $410MM value
Home Textiles · Northeast · Seller Financing · $220MM value
Accessories · Northeast · National Lender · $155MM value
Apparel · Northeast · Regional Lender · $150MM value
Recreational Products · Southeast · Local Lender · $125MM value
Meaningful succession and exit strategies for construction, architectural, and engineering firms.
Development · Northeast · Seller Financing · $405MM value
Specialty Contractor · Southwest · Regional Lender · $390MM value
General Contractor · Southeast · Regional Lender · $250MM value
Design-Build · Northeast · National Lender · $165MM value
Specialty Contractor · Southwest · Regional Lender · $125MM value
Civil Engineering · Southeast · Local Lender · $90MM value
Navigating regulatory requirements and complex structures to build efficient ESOP transactions.
Investment Banking · Northeast · Regional Lender · $410MM value
Financial Advisory · Northeast · Regional Lender · $335MM value
Investment Management · Northeast · Regional Lender · $145MM value
Media Investment · Northeast · Regional Lender · $130MM value
Insurance · Southwest · Regional Lender · $105MM value
Specialty Lending · West · Local Lender · $100MM value
Helping contractors preserve designations, gain unique tax breaks, and realize liquidity events.
Security Services · Southeast · National Lender · $200MM value
Security Services · Northeast · National Lender · $95MM value
Technology Solutions · Northeast · Regional Lender · $55MM value
Government Relations · Southeast · Local Lender · $50MM value
Civil Aeronautics · Northeast · Regional Lender · $35MM value
Defense · West · Regional Lender · $30MM value
Private equity alternatives that put medical providers and patients first.
Specialty Practice · West · Regional Lender · $160MM value
Nursing Care · Midwest · Seller Financing · $125MM value
Health System · Southeast · Regional Lender · $120MM value
Specialty Practice · West · Regional Lender · $90MM value
Home Care · Northeast · Seller Financing · $55MM value
Specialty Practice · West · Local Lender · $40MM value
Broad-based talent retention and wealth building benefits for service-oriented companies.
Restaurant Chain · Northeast · Regional Lender · $115MM value
Home Furnishings · Southeast · National Lender · $95MM value
Wholesale · West · Local Lender · $95MM value
Resort Hotels · West · National Lender · $70MM value
Home Furnishings · Midwest · Regional Lender · $60MM value
Recreational Facilities · Northeast · Local Lender · $45MM value
Supporting the next generation of American-made industrial companies and workers.
Energy Services · Southwest · Seller Financing · $720MM value
Service Equipment · Midwest · Regional Lender · $310MM value
Industrial Manufacturing · Midwest · National Lender · $200MM value
Food Processing · Southeast · Local Lender · $160MM value
Industrial Manufacturing · Southeast · Regional Lender · $125MM value
Industrial Automation · Southeast · Regional Lender · $95MM value
Efficient equity transfers and responsive incentives for high performing teams and key people.
Marketing · West · Regional Lender · $1.2BN value
Education Management · West · Seller Financing · $50MM value
HR Consulting · Northeast · National Lender · $50MM value
Marketing · Southeast · National Lender · $30MM value
Management Consulting · Northeast · Local Lender · $30MM value
Law Practice · Southeast · Regional Lender · $20MM value
Building tax-advantaged M&A alternatives for high relative payroll companies.
Staffing and Search · Northeast · Regional Lender · $220MM value
Specialized Staffing · West · Regional Lender · $115MM value
Specialized Staffing · Midwest · Regional Lender · $60MM value
Specialized Staffing · Northeast · Regional Lender · $40MM value
Staffing and Recruiting · Southwest · National Lender · $30MM value
Executive Recruiting · Midwest · Seller Financing · $25MM value
Empowering asset-heavy companies to realize the financial and cultural advantages of ESOPs.
Heavy Transport · Southeast · Regional Lender · $1.4BN value
Charter and Leisure · West · National Lender · $175MM value
Temp-Conrolled Carrier · Northeast · Regional Lender · $150MM value
School Transport · Northeast · Regional Lender · $70MM value
Vehicle Rental · Northeast · National Lender · $35MM value
Material Handling · Midwest · Regional Lender · $25MM value
CSG Clients Share Their ESOP Stories
Frank Fiume - Founder, i9 Sports
Frank Fiume pursued his passion for sports and built the nation's largest provider of recreational programming. But after more than a decade of work, Fiume was ready to consider a liquidity event.
He wanted to take "chips off the table," but had serious reservations about selling i9 Sports to a third-party. A partial ESOP sale proved to be the right option for Fiume and his entire team.
Andrew Krantz - EVP, York International
Andrew Krantz's father, Jim, founded York International with a focus on service and a commitment to perpetuating a business legacy. Three decades later, York had grown to be a leading regional insurance brokerage.
When it came time to pass the leadership baton from Jim to Andrew's generation of management, an ESOP sale played a critical role. The transaction enhanced York's culture and enshrined an employee ownership mentality.
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.
Business Services Provider · Founder
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!
Retail Chain · CEO
We had the opportunity to sell the company, but 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.
Staffing Firm · President
We could not have achieved our goals with the ESOP transaction without CSG. They brought tremendous expertise, sophistication, and unwavering commitment to the process.
Energy Company · President
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.
Manufacturer · Chairman
I can’t recommend CSG enough to companies considering an ESOP.
Transportation Provider · CEO