CSG Enhances Post-Transaction Services

CSG Partners has launched an expanded suite of post‑transaction services for employee-owned companies. As part of the initiative, Steve Suckow—an ESOP authority with more than three decades of experience across finance, law, and plan management—has joined the firm as Director of Client Services.

The enhanced offering formalizes and scales capabilities CSG has long provided to support employee‑owned companies beyond plan formation. It builds on the firm’s award‑winning ESOP transaction advisory practice and reflects a coordinated, firm‑wide approach to ongoing client support. Suckow and his team work with CSG clients as they launch, manage, and optimize their ESOPs.

"Supporting ESOP companies beyond plan formation has always been core to our approach," said Lawrence Kaplan, Founder and Managing Partner of CSG Partners. "Steve’s hire and this expansion formalize those capabilities at a firm‑wide level."

Incorporating Decades of ESOP Experience

The client services platform draws on lessons learned from hundreds of ESOP transactions and is informed by direct client feedback, market research, and industry best practices. The program is designed to help employee‑owned businesses capture the full value of their ownership structure throughout the ESOP lifecycle.

Services include targeted support for plan rollouts, annual reporting, valuations, bank covenant reviews, debt service planning, and payroll contributions. CSG’s broader advisory team will also provide analytics and consulting related to share allocation, dividend policy, employee engagement, plan governance, and corporate financial planning.

"For over 27 years, CSG has helped companies make employee ownership a reality," said Suckow. "I’m excited to build on that legacy and help clients realize the opportunities and rewards made possible by an ESOP."

Led by a Nationally-Recognized ESOP Advocate

Suckow is a frequent speaker at events hosted by the National Center for Employee Ownership (NCEO), The ESOP Association, and the Private Directors Association (PDA), and has served as a Trustee of the Employee Ownership Foundation and a Director of the Employee‑Owned S Corporations of America (ESCA). Prior to joining CSG, Suckow was a Director in BMO’s Corporate Advisory Group, where he supported all aspects of the bank’s ESOP advisory practice.

A Minnesota native and resident, Suckow will help anchor CSG’s ESOP advisory presence in the state, a market with a long history of employee ownership.

"Steve’s experience strengthens our ability to support ESOP companies well beyond the transaction. It also meaningfully expands our on‑the‑ground presence in Minnesota."

 

—Lawrence Kaplan, CSG's Founder and Managing Partner

CSG’s expanded post‑transaction services reflect a deliberate investment in the enduring success of its clients and employee‑owned companies nationwide. Under Steve Suckow’s leadership, the enhanced platform is positioned to help ESOP companies navigate the full ownership lifecycle with discipline, experience, and focus.