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.

 
Icon for Apparel & Consumer Goods

Apparel & Consumer Goods

Icon for Business Process Outsourcing

Business Process Outsourcing

Icon for Construction & Engineering

Construction & Engineering

Icon for Dining & Hospitality

Dining & Hospitality

Icon for Financial Services

Financial Services

Icon for Government Contractors

Government Contractors

Icon for Healthcare & Wellness

Healthcare & Wellness

Icon for Manufacturing & Industrial Materials

Manufacturing & Industrial Materials

Icon for Marketing & Communications

Marketing & Communications

Icon for Recruiting & Staffing

Recruiting & Staffing

Icon for Technology & Software

Technology & Software

Icon for Transportation & Trucking

Transportation & Trucking

Top Triangle (dark blue)

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. 

$20Bn

in Enterprise Value

300+

Transactions

Bottom Triangle (dark blue)

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.

 
Image of the author of this testimony

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.

Image of the author of this testimony

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.

Image of the author of this testimony

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.

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.