Since 2000, CSG Partners has helped closely-held companies realize the unique benefits of employee stock ownership plans (ESOPs). Today, we're recognized as the nation’s leading leveraged ESOP practice.

Private and family-owned companies seeking shareholder liquidity, tax relief, and employee benefits turn to our nationally-recognized team of advisors. We’ve guided hundreds of clients through the ESOP formation process, from analysis, through capital raising, to closing.

We are focused on a company's goals. While shareholder liquidity and tax efficiencies are part of the equation, the stakeholders in an ESOP are just as concerned about employee welfare and the legacy of the business.

We understand the needs of clients 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 all stakeholders.

Our team has been recognized by leading publications and organizations with over 40 Firm & Deal of the Year honors in the past decade alone.

Business Development

Consulting

Employee Benefits

Venture Capital

CSG Partners

Lawrence Kaplan

Patrick Fallon

Steven Golden

Steve Berman

Richard Harmon

Patrick Trask

Harvey Granat

George Thacker

Eitan Milstein

Alex Mumblat

Jordan Burg

The Analysis Team at CSG Partners plays a crucial role in evaluating and interpreting complex financial data related to employee stock ownership plans (ESOPs). They conduct thorough analyses to assess client needs, provide insights into shareholder liquidity and tax efficiencies, and support the formation and structuring of ESOPs. Through collaboration and strategic thinking, the team ensures that all stakeholders' goals—including employee welfare and business legacy—are effectively addressed throughout the ESOP process.

Analysis Team

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Leadership Team

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