Information For:
Information For:
Information For:
We don't believe in one-size-fits-all employee stock ownership plans. Instead, our advisors rely on research and extensive modeling to run feasibility studies, structure, finance, and close ESOP sales.
We want clients to make informed decisions, and we strive to help them become knowledgeable on all aspects of the ESOP process.
We conduct extensive due diligence, and collaborate with our clients’ trusted advisors, to understand and value each unique business.
To build optimal ESOPs, we consider various factors including valuation, corporate structure, and capital needs.
We craft customized ESOP transactions that address the unique needs and goals of all stakeholders.
We have the lender network, and the experience, to identify and tailor financing options.
Our detailed execution and grounded approach drive desired results.
ESOP Maintenance
Plan inefficiencies may arise over time. To meet employee-owned companies' changing needs, we offer various ESOP solutions including refinancing, secondary sales, and buybacks. |
Capital Advisory
ESOP companies seeking to fund acquisitions, support operations, or restructure debt count on us to help secure bank financing from our network of investors and lenders. |
Mergers & Acquisitions
When existing employee-owned companies seek M&A strategies for liquidity, asset monetization, or growth, they turn to CSG and our affiliated broker-dealer, Synergy Capital I. |
_____
Our multi-disciplinary team's primary focus is ESOPs, and our transaction volume is unmatched in the industry. That translates to extensive institutional knowledge and a deep understanding of the variability of employee stock ownership plans.
We leverage proprietary modeling and research tools – refined and developed throughout our 20+ year history – to deliver data-driven ESOP recommendations and solutions.
Our dedicated capital markets team has access to the same financing sources as private equity firms and top investment banks. And in the last five years alone, 30+ bank lenders and funds have financed CSG-led ESOP transations.
_____
Whether you need a full ESOP primer or a couple of questions answered, we’re here to help. Follow this link to schedule a call or video chat with one of our ESOP advisors.
This link will take you to a third-party website. CSG Partners is not responsible for the contents, products, services, privacy policies, or external links of any linked site.