Our Team

Diverse Experience. Deep Knowledge.

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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

Could an ESOP be Right for You?

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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.

LET'S FIND OUT

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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