Success Stories

Client-Focused Results

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Privately-held companies from across the country and a wide range of industries have trusted CSG Partners as their guide through the employee stock ownership plan (ESOP) process. While we’re proud of our industry-leading track record, we measure our success by results and by the words of our recent clients.
 
 
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Medical Equipment Firm

Founder

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

Founder

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

President

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

Hundreds of ESOP Transactions

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A diverse group of middle market companies, ranging in enterprise value from $10 million to nearly $2 billion, has counted on CSG to build and close their ESOP transactions.  We've helped more clients utilize leveraged ESOPs than anyone else. 

$15Bn

in Enterprise Value

$4Bn

in Capital Raised

1000+

Owner Liquidity Events

Recognized by Leading Organizations

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It's always gratifying to be celebrated by your peers.  We've received over 40 firm of the year and deal of the year honors in the past 10 years alone.

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2019 ESOP Investment Bank of the Year
2019 ESOP Deal of the Year
2019 Boutique Investment Bank of the Year
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2019 Consumer Deal of the Year ($50-$100MM)
2018 ESOP Deal of the Year ($250-$500MM)
2017 Consumer Deal of the Year ($50-$100MM)
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2020 ESOP Advisory Firm of the Year
2018 M&A Advisory Firm of the Year
2017 M&A Advisory Firm of the Year

Could an ESOP be Right for You?

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If you’ve thought about selling your company, or if you are seeking other opportunities to take some money off the table, a leveraged ESOP may be an attractive option.  Answer a few simple questions to see if it’s worth exploring an ESOP plan for your business.

TAKE THE QUIZ

Information For:

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CSG does not offer and does not purport to offer tax, investment, regulatory, accounting or legal advice, and this information should not and cannot be relied upon as such. Securities, mezzanine debt and equity are offered by Synergy Capital I LLC, a wholly owned subsidiary of CSG Partners. Synergy Capital I LLC is a member of FINRA and SIPC.

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