Our Team

Image of Nathan Perkins


Nathan Perkins

Managing Director


Nathan is recognized as an investment banking expert and speaks regularly on the topic of employee stock ownership plans (ESOPs) as a liquidity strategy for business owners. Throughout his 20-year career, Nathan has advised on over 300 ESOP M&A transactions, representing billions in transaction value.  

Prior to joining CSG Partners in 2014, Nathan was a Vice President at Bank of America Merrill Lynch where he focused on ESOP strategies for ultra-high net worth families.  This background in wealth management affords Nathan a unique perspective on the financial and legacy-related needs of private and family-business owners with regard to liquidity transactions.

Nathan began his career as a financial advisor with Morgan Stanley in Washington, DC.  Over the course of his career, Nathan has focused on relationship management, financial/estate planning, commercial banking, securities-based lending, 1042 rollovers, and ESOP transaction advisory services.


  • BA, The George Washington University

Industries Served

  • Defense & Space
  • Health, Wellness and Fitness
  • Human Resources
  • Machinery