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.
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.
We could not have achieved our goals with the ESOP transaction without CSG. They brought tremendous expertise, sophistication, and unwavering commitment to the process.
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.
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Owner Liquidity Events
It's always gratifying to be celebrated by your peers. We've received over 35 firm of the year and deal of the year honors in the past 10 years alone.