Our Team

Lawrence Kaplan

Founder & Managing Partner

At CSG Partners, Lawrence has built the nation's leading leveraged Employee Stock Ownership Plan (ESOP) practice. His expertise in capital structure and ESOP optimization has led to hundreds of successful liquidity transactions and numerous accolades from industry organizations.

Lawrence is also the owner of Synergy Capital I, LLC, a broker-dealer that provides corporate finance, liquidity and M&A solutions for private companies.  In addition,  he sits on the boards of Storage Asset Management, the nation’s largest, privately-held self storage management company, and Fabricated Metals Inc., a leader in the design, manufacturing, leasing and sale of bulk containers for shipping and variety of industrial applications.

Prior to starting CSG in 2000, Lawrence co-founded two growth companies, which he developed and sold.