How We Work

We Ask. We Listen. We Inform.

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We’re focused on our clients' goals.  While liquidity for owners and tax efficiencies are part of the equation, the stakeholders in an ESOP sale are just as concerned about their families, employees, and their legacies.  Our mission is to synthesize a company’s needs and craft a transaction that meets its vision for the future.

We inquire and collaborate.

Inquire

We conduct extensive due diligence and collaborate with our clients’ attorneys, accountants and advisors to understand and value each unique business.

We analyze business data to build an optimal ESOP.

Analyze

To build optimal ESOPs, we consider various factors, including deal size, corporate structure, and financing sources.

We educate our clients.

Educate

We want clients to make informed decisions, and we strive to help them become knowledgeable on all aspects of the ESOP process.

We bring transaction to market and manage the capital raise.

Market

With hundreds of transactions under our belt and broad lender relationships, we have the network and knowledge to identify and tailor financing options.

We advocate on behalf of our clients.

Advocate

CSG leads negotiations on behalf of the the company.

We're focused on closing transactions.

Close

Our detailed execution and grounded approach drive desired results.

Additional ESOP Services

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Mergers & Acquisitions

When existing ESOP companies seek M&A strategies for liquidity, asset monetization, or growth, they turn to CSG and our affiliated broker-dealer, Synergy Capital I.

Capital Advisory

ESOP companies seeking to fund acquisitions, support operations, or restructure debt count on CSG to help secure bank financing, tranche B debt, and mezzanine debt from our network of investors and lenders.

The Industries We've Served

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Employee stock ownership plans are industry agnostic.  As a result, we've completed leveraged ESOP transactions for a wide range of businesses.

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Apparel & Consumer Goods

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Business Process Outsourcing

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Construction & Engineering

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Dining & Hospitality

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Financial Services

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Government Contractors

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Healthcare & Wellness

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Manufacturing & Industrial Materials

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Marketing & Communications

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Recruiting & Staffing

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Technology & Software

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Transportation & Trucking

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