Lawrence Kaplan

Founder & Managing Partner

Image of Lawrence Kaplan



At CSG Partners, Lawrence Kaplan 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.


  • BA, Franklin & Marshall College
  • MBA, Fordham University

Industries Served

  • Apparel & Fashion
  • Automotive
  • Building Materials
  • Civil Engineering
  • Computer Software
  • Construction
  • Consumer Goods
  • Defense & Space
  • Design
  • Electrical/Electronic
  • Manufacturing
  • Facilities Services
  • Financial Services
  • Furniture
  • Information Technology & Services
  • Insurance
  • Leisure, Travel & Tourism
  • Machinery
  • Marketing & Advertising
  • Mechanical or Industrial Engineering
  • Mining & Metals
  • Printing
  • Public Relations & Communications
  • Publishing
  • Security & Investigations
  • Staffing & Recruiting
  • Telecommunications
  • Textiles
  • Transportations/ Trucking/ Railroad
  • Veterinary
  • Wholesale


  • 2019 Consumer Discretionary Deal of the Year - $50-$100MM (The M&A Advisor)
  • 2019 ESOP Deal of the Year (M&A Atlas Awards)
  • 2016 US ESOP Deal of the Year (M&A Atlas Awards)
  • 2011 Acquisition Financing Deal of the Year (The M&A Advisor)
  • 2010 Acquisition Financing Deal of the Year (The M&A Advisor)