CSG Partners has helped hundreds of closely-held companies create employee stock ownership plans. Frequently recognized by leading media and industry organizations as an ESOP pioneer and thought leader, CSG has garnered over 40 Firm and Deal of the Year honors in the past decade alone. Beyond plan formations, we guide employee-owned companies through secondary sales, plan maintenance, buybacks, and M&A processes.
Our ESOP investment banking experts don't believe in cookie-cutter ESOPs. Instead, we develop custom strategies that focus on creating value for all stakeholders. Powered by detailed analytics and comprehensive financing solutions, CSG has helped private and family-owned firms navigate business transitions, unlock wealth, and create broad-based prosperity. From structuring responsive plans to completing efficient transactions, CSG has developed comprehensive employee ownership strategies for middle-market businesses across all industries.
Led by former accountants, bankers, attorneys, and entrepreneurs, CSG quarterbacks employee ownership transactions from end-to-end. That includes creating rigorous feasibility studies, performing extensive due diligence, structuring highly calibrated plans, securing financing, and leading all negotiations.
Our multidisciplinary team takes pride in demystifying complex concepts and making employee ownership accessible to all. It's one of the many ways we've earned our reputation as the nation's leading ESOP investment bank.
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