ESOP Advisory Services

Your company's unique goals drive our ESOP process.

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 educate our clients.

We Educate

We want clients to make informed decisions, and we strive to help them become knowledgeable on all aspects of the ESOP process.

We inquire and collaborate.

We Inquire

We conduct extensive due diligence, and collaborate with our clients’ trusted advisors, to understand and value each unique business.

We analyze business data to build an optimal ESOP.

We Analyze

To build optimal ESOPs, we consider various factors including valuation, corporate structure, and capital needs.

PuzzleBoxedAsset 1

We Build

We craft customized ESOP transactions that address the unique needs and goals of all stakeholders.

We bring transaction to market and manage the capital raise.

We Market

We have the lender network, and the experience, to identify and tailor financing options.

We're focused on closing transactions.

We Close

Our detailed execution and grounded approach drive desired results.

Top Triangle

Additional ESOP Services

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.
Light Blue Triangle - Bottom

Why do Leading Companies Trust our ESOP Advisors?


Education3BoxedAsset 2


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.

ThinkingIdeasBoxedAsset 15


We leverage proprietary modeling and research tools refined and developed throughout our 20+ year history to deliver data-driven ESOP recommendations and solutions.


Financial Reach

Our dedicated capital markets team has access to the same financing sources as private equity firms and top investment banks. In the last five years alone, 30+ bank lenders and funds have financed CSG-led ESOP transactions.

Talk to Our Team


 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.