ESOP Client Stories

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.

300+

Unique ESOP Formations

35000+

New Employee Owners

$25 Billion

in Enterprise Value

APPAREL & GOODS

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



Life's Abundance Logo The Moret Group Logo Nicole Miller Logo
BUILT ENVIRONMENT

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



AMS Logo Choate Construction Logo Vertex Logo
FINANCIAL SERVICES

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



BrownCapital Logo FNCC Logo York International Logo
GOVCON

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



Enroute Computer Solutions Logo GRA Logo iGov Logo
HEALTHCARE

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



Healthcare Appraisers Logo Hunter's Ambulance Logo Premier Radiology Logo
HOSPITALITY & RETAIL

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



Aqua Aston Hospitality Logo Eureka Casinos Logo Farmers Home Furniture Logo
MANUFACTURING

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



Henny Penny Logo Isco Logo Marino Ware Logo
PROFESSIONAL SERVICES

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



Doneger Tobe Logo Lavidge Logo Tier 1 Performance Logo
STAFFING & RECRUITING

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



Burnett Specialists Logo Hamilton-Ryker Logo Penmac Staffing Logo
TRANSPORT

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



Consolidated Bus Transit Logo Pioneer Transportation Logo Roberts Hawaii Logo
 
 

Real Perspectives from CSG Clients