News & ESOP Resources

SBA Issues Guidance on PPP & Change of Control

By CSG Staff

The Paycheck Protection Program (PPP) has been a lifeline for many businesses during the Coronavirus pandemic. But for businesses in the midst of transactions, and their financial partners, the program has been a double-edged sword.

NCEO 100 Highlights Multiple CSG Clients

By CSG Staff

Each year, the National Center for Employee Ownership (NCEO) recognizes the US’s largest ESOPs companies. The newly released 2020 EO 100 features multiple CSG clients, including NCEO’s #2 ESOP in the country.

Patrick Trask Joins CSG

By CSG Staff

After 30 years of financial services leadership at top national and regional institutions, Patrick Trask has joined the CSG Partners team as a managing director.

CSG Named ESOP Firm of the Year

By CSG Staff

CSG Partners took home top honors at the 2020 USA M&A Altas Awards. The gala, held March 5 in Washington DC, highlighted top firms and transactions across the across the M&A industry, including employee stock ownership plan (ESOP) deals and specialists.

The SECURE Act & ESOPs

By CSG Staff

Starting in 2021, businesses with newly established employee stock ownership plans (ESOPs) will have until the extended corporate return due date (September 15, 2021) to make tax-deductible, 2020 contributions.

CSG Wins Four More M&A Awards

By CSG Staff

The CSG Partners team closed out the 2019 awards season with major wins at The M&A Atlas Awards - Americas and The M&A Advisor Awards.