Success Stories

Companies nationwide have trusted our advisors with their ESOP plan transactions.

Employee stock ownership plans are industry agnostic. A wide range of closely-held businesses have completed ESOP plan formations, and related transactions, with the guidance of CSG's multi-disciplinary team.

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Apparel & Consumer Goods

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Business Process Outsourcing

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Construction & Engineering

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Dining & Hospitality

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Financial Services

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Government Contractors

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Healthcare & Wellness

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Manufacturing & Industrial Materials

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Marketing & Communications

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Recruiting & Staffing

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Technology & Software

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Transportation & Trucking

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Hundreds of Transactions

Closely held companies, ranging in enterprise value from $10 million to nearly $2 billion, have counted on us to build and close their employee stock ownership plan transactions. We've helped more clients utilize leveraged ESOPs than anyone else. 


in Enterprise Value



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Client-Focused Results


 We’re proud of our industry-leading track record, but we ultimately measure success by the trust we've earned and the relationships we've forged.

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Medical Equipment Firm


I have employees who helped grow the business and I wanted to reward them. What I would have paid in taxes went to my employees. CSG streamlined the process and made it easy for us.

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Business Services Provider


We considered a private equity offer, but an ESOP gave the shareholders more after-tax value. CSG was very smart about what was possible and how to balance the needs of all the parties involved.

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Petrochemical Company


We could not have achieved our goals with the ESOP transaction without CSG. They brought tremendous expertise, sophistication, and unwavering commitment to the process.

Could an ESOP be Right for Your Company?


If you’re a business owner who's considered an M&A transaction, or if you've thought about liquidity and legacy-building opportunities, a leveraged ESOP may be an attractive option. Answer a few brief questions to see if it’s worth exploring an ESOP sale for your company.