Our Team of ESOP Advisors

Employee Ownership Experts with Real World Experience

We understand the needs of clients, and their advisors, because we’ve walked in their shoes. In addition to commercial banking professionals, attorneys, and accountants, our team of ESOP investment banking specialists includes seasoned entrepreneurs and CEOs.

That practical experience, combined with CSG Partners’ thought leadership and extensive, analytical process, provides insights and strategies that drive desired outcomes for all stakeholders. Our team has been recognized by leading publications and organizations with over 40 Firm & Deal of the Year honors in the past decade alone.

Lawrence Kaplan, CSG Partners

Lawrence Kaplan

FOUNDER & MANAGING PARTNER
Patrick Fallon, CSG Partners

Patrick Fallon

COO & MANAGING DIRECTOR
Michael Bannon, CSG Partners

Michael Bannon

MANAGING DIRECTOR
Steve Berman, CSG Partners

Steve Berman

MANAGING DIRECTOR
David Blauzvern, CSG Partners

David Blauzvern

MANAGING DIRECTOR
Steve Golden, CSG Partners

Steven Golden

MANAGING DIRECTOR
Richard Harmon, CSG Partners

Richard Harmon

MANAGING DIRECTOR
Eitan Milstein, CSG Partners

Eitan Milstein

MANAGING DIRECTOR
Alex Mumblat, CSG Partners

Alex Mumblat

MANAGING DIRECTOR
Andrew Nikolai, CSG Partners

Andrew Nikolai, CFA

MANAGING DIRECTOR
Doron Saraf, CSG Partners

Doron Saraf

MANAGING DIRECTOR
George Thacker, CSG Partners

George Thacker

MANAGING DIRECTOR
Patrick Trask, CSG Partners

Patrick Trask, CPA

MANAGING DIRECTOR
Harvey Granat, CSG Partners

Harvey Granat

MANAGING DIRECTOR EMERITUS
Nate Grow, CSG Partners

Nate Grow

DIRECTOR
John Marino, CSG Partners

John Marino

DIRECTOR
Mike Norton, CSG Partners

Mike Norton

DIRECTOR
Steve Suckow, CSG Partners

Steve Suckow

DIRECTOR
Tommy Wainscott, CSG Partners

Tommy Wainscott

DIRECTOR
Kate Mitsch, CSG Partners

Kate Mitsch, CPA

CLIENT SERVICES MANAGER
Jordan Burg, CSG Partners

Jordan Burg

CMO
Igor Binder, CSG Partners

Igor Binder

CTO

646.722.1168

Thomas Persampire, CSG Partners

Thomas Persampire

CFO

212.584.5094

Yosef Feld, CSG Partners

Yosef Feld

CONTROLLER

212.385.0544

Preeth Coramutla (Oct26)

Preeth Coramutla

SENIOR ASSOCIATE

646.867.2782

Josh Feinberg, CSG Partners

Josh Feinberg

SENIOR ASSOCIATE

646.854.6347

Fred Stino, CSG Partners

Fred Stino, CPA

SENIOR ASSOCIATE

646.722.1171

Trevor Dalton, CSG Partners

Trevor Dalton

ASSOCIATE

646.536.7822

Daniel Gluck, CSG Partners

Daniel Gluck

ASSOCIATE

646.867.2788

Devanshi Lakkad, CSG Partners

Devanshi Lakkad

MARKETING ASSOCIATE

646.722.1148

Jacob Brown, CSG Partners

Jacob Brown

SENIOR ANALYST

646.536.7821

Isaac Gotian, CSG Partners

Isaac Gotian

SENIOR ANALYST

646.722.1124

Ryan Caress, CSG Partners

Ryan Caress

ANALYST

646.722.1159

Anoop Dindigal, CSG Partners

Anoop Dindigal

ANALYST

646.722.1169

Andrew Donnelly, CSG Partners

Andrew Donnelly, CPA

ANALYST

646.217.0580

Lucas Flemming, CSG Partners

Lucas Flemming

ANALYST

646.722.1162

Ana Garcia Montoro, CSG Partners

Ana Garcia Montoro

ANALYST

646.722.1145

Matt Hudson, CSG Partners

Matt Hudson

ANALYST

646.867.2786

Christian Knight, CSG Partners

Christian Knight

ANALYST

646.722.1147

Juliette Nicault, CSG Partners

Juliette Nicault

ANALYST

646.722.1147

Peter Radionov, CSG Partners

Peter Radionov

ANALYST

646.722.1151

Tori Starcher, CSG Partners

Tori Starcher

ANALYST

646.722.1158

Meet with our ESOP Advisors

Whether you're considering an ESOP, exploring succession planning, or having second thoughts about private equity, we’re here to help. Schedule a call or video chat with one of our nationally-recognized, employee stock ownership plan advisors.

You'll be connected with a team member who's knowledgeable about your industry and your market.

FIND MORE RESOURCES

Our full ESOP library includes webinars, podcasts, and articles by our experts.

EXPLORE OUR ESOP SERVICES

Our nationally-recognized experts offer clients a range of expertise and real-world experience.

REVIEW OUR RECORD

We've built successful ESOPs for clients nationwide, across all industries.