We don't believe in one-size-fits-all employee stock ownership plans. Instead, our ESOP advisors rely on research and extensive modeling to structure, finance, and close employee ownership transactions. Our process is rooted in analytic rigor and high-touch client service.
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.
Plan inefficiencies may arise over time. To meet employee-owned companies' changing needs, we offer various ESOP solutions including refinancing, secondary sales, and buybacks.
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.
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.