ESOP Advisory

ESOP Advisory

Since 2000, middle-market companies nationwide have turned to CSG Partners as their leveraged ESOP advisor. We build custom strategies to help businesses form and sell equity to employee stock ownership plans. CSG's advisors also work with established, employee-owned businesses to optimize their plans and help them grow through strategic acquisitions.

CSG's primary focus is ESOPs, and our transaction volume is unmatched in the industry. Our multi-disciplinary team of 30 professionals has backgrounds in investment banking, tax, accounting, ERISA, and commercial banking. That all translates to extensive institutional knowledge and a deep understanding of the variability of employee stock ownership plans.

Our approach is rooted in quantifiable analysis and high-touch service. That includes creating rigorous feasibility studies, performing extensive due diligence, collaborating with our clients’ trusted advisors, and maintaining a grounded approach to transaction execution.

We take 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.