CSG Partners
"Since 2000, CSG has helped closely-held companies realize the unique benefits of employee stock ownership plans (ESOPs). Companies seeking tax-advantaged shareholder liquidity, cash flow enhancement, employee benefits, and legacy-focused solutions turn to our nationally-recognized investment banking team. We’ve guided hundreds of clients, from across the country, through the ESOP process: from analysis, through capital raising, to closing."
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Title: ESOP Investment Banking Advisors | CSG Partners
URL Source: https://www.csgpartners.com/
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ESOP Investment Banking Advisors | CSG Partners
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Building ESOPs.
Securing Legacies.
Discover how employee stock ownership plans can help companies maintain independence, build stronger teams, and enhance cash flow—while facilitating tax-advantaged liquidity events.
Learn About ESOPsReview Our Services
Tested, Trusted Employee Ownership Experts
Since 2000, middle-market companies nationwide have turned to CSG Partners as their leveraged ESOP advisor. Custom strategies, driven by detailed analytics and comprehensive financing solutions, have helped private and family-owned firms navigate business transitions, unlock wealth, and create broad-based prosperity.
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.
The Pros and Cons of ESOPs
10 ESOP Myths & Facts
Our ESOP Journey: TechFlow
ESOP Advisor of the Year
In the past decade alone, CSG has received over 40 awards from leading organizations. We don't chase trophies, but we're grateful for the kind recognition of peers and clients.
Why do we consistently earn national honors? Experience, attention to detail, and ESOP consultants who never settle for off-the-shelf solutions.
In addition to closing hundreds of transactions, we've focused our efforts on education. That's why top business advisors and major media ask CSG their most pressing ESOP questions.
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Why do Leading Firms Turn to our Experts?
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Experience
CSG's primary focus is ESOP investment banking, and our transaction volume is unmatched in the industry. That translates to extensive institutional knowledge and a deep understanding of the variability of employee stock ownership plans.
Analytics-Focused
We leverage proprietary modeling and research tools – refined and developed throughout our 20+ year history – to deliver data-driven ESOP recommendations and solutions.
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Financial Reach
Our dedicated capital markets team has access to the same financing sources as private equity firms and top investment banks. In the last five years alone, 30+ bank lenders and funds have financed CSG-led ESOP transactions.
Trusted by Leading Publications
MEET OUR TEAM Our ESOP experts offer clients a range of expertise and real-world experience.REVIEW OUR SERVICES From plan formations to M&A, we cover the full range of ESOP transactions.ASK QUESTIONS Email or call us with your leveraged ESOP inquiries. Our advisors are ready to help.
CSG does not offer and does not purport to offer tax, investment, regulatory, accounting or legal advice, and this information should not and cannot be relied upon as such. Securities, mezzanine debt and equity are offered by Synergy Capital I LLC, a wholly owned subsidiary of CSG Partners. Synergy Capital I LLC is a member of FINRA and SIPC.
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