A Conversation with the NCEO's Corey Rosen
Recorded March 26, 2024
The Employee Retirement Income Security Act of 1974 ushered-in the modern ESOP. Employee ownership in United States has changed significantly in the 50 years since ERISA's passage, but the legislation's impact looms large.
How did we get here, and what comes next?
Corey Rosen, founder of the National Center for Employee Ownership (NCEO) – the US's largest employee ownership-focused nonprofit – offers his unique perspective on ERISA's genesis, maturation, the ongoing push for future, pro-ESOP legislation. He's joined by CSG's founder, Lawrence Kaplan.
Featuring
Lawrence Kaplan
CSG PARTNERS
At CSG Partners, Lawrence has built the nation's leading leveraged employee stock ownership plan practice. His expertise in capital structure and ESOP optimization has led to hundreds of successful liquidity transactions and numerous accolades from industry organizations.
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Experience
Our multi-disciplinary team's primary focus is ESOPs, 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.
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.
300+
Transactions
25K+
Employee Owners
$25Bn+
in Enterprise Value
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