Our Team

Diverse Experience. Deep Knowledge.

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We understand the needs of companies 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 Partner
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?

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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.

TAKE THE QUIZ

Information For:

Careers

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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