Our Team of ESOP Advisors & Specialists | CSG Partners

Diverse Experience. Deep Knowledge.

_____

We understand the needs of business owners and their advisors because we’ve walked in their shoes. In addition to former commercial bankers, attorneys, and accountants, our team of ESOP specialists includes former entrepreneurs and CEOs. That practical experience, combined with CSG Partners’ thought leadership and extensive analytical process, provides insights and strategies that drive desired outcomes for clients, their families, and their employees.

Leadership Team

Image for Lawrence Kaplan

Lawrence Kaplan

Founder & Managing Director

Image for Patrick Fallon

Patrick Fallon

COO & Managing Director

Image for Steve Berman

Steve Berman

Managing Director

Image for Harvey Granat

Harvey Granat

Managing Director

Image for Richard Harmon

Richard Harmon

Managing Director

Image for Eitan Milstein

Eitan Milstein

Managing Director

Image for Alex Mumblat

Alex Mumblat

Managing Director

Image for Nathan Perkins

Nathan Perkins

Managing Director

Image for George Thacker

George Thacker

Managing Director

Image for Patrick Trask

Patrick Trask

Managing Director

Image for Joseph Intagliata

Joseph Intagliata

CFO

Image for Jordan Burg

Jordan Burg

Director of Marketing

Image for Jeffrey Kaplan

Jeffrey Kaplan

Business Development

Image for Yosef Feld

Yosef Feld

Controller

Image for Vanessa Paradis

Vanessa Paradis

Office Manager

Image for Michael Bannon

Michael Bannon

Associate

Image for David Blauzvern

David Blauzvern

Associate

Image for Jonathan Ho

Jonathan Ho

Associate

Image for James Barry

James Barry

Analyst

Image for Samuel Minkin

Samuel Minkin

Analyst

Image for Andrew Nikolai

Andrew Nikolai

Analyst

Image for Doron Saraf-Kashani

Doron Saraf-Kashani

Analyst

Image for Joshua Weist

Joshua Weist

Analyst

Could an ESOP be Right for You?

_____

If you’ve thought about selling your business, 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.