Choosing the Right ESOP Advisor

An employee stock ownership plan is more than a cookie-cutter retirement benefit. A customized ESOP can serve as both a meaningful business transition strategy and a robust corporate finance tool. The right advisor can help you get the most out of an employee ownership strategy.

Learn why CSG is the nation's leading ESOP investment bank.

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Tested, Trusted Employee Ownership Experts

Since 2000, hundreds of companies nationwide have turned to CSG Partners as their ESOP advisor. We develop employee stock ownership plans that help private and family-owned firms navigate business transitions, unlock wealth, and create broad-based prosperity.

From structuring responsive plans to securing financing to completing efficient transactions, our ESOP experts build comprehensive employee ownership strategies for middle-market businesses across all industries.

See how we craft ESOP strategies. Join CSG's Larry Kaplan for a detailed case study based on a real client experience.

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Education-Focused

We want clients to make informed decisions, and we strive to bring clarity to all aspects of these complex transactions.

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Data-Driven

Our team leverages proprietary analytics to deliver comprehensive solutions for any employee ownership situation.

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Tested & Experienced

Our transaction volume is unmatched, our institutional knowledge is extensive, and our bench is deep.

Quarterbacking Leveraged ESOP Transactions

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.

Goal Assessment

Once stakeholders understand the pros and cons of employee ownership, we seek to appreciate the financial drivers, legacy considerations, and risk tolerances of all parties. This can help clarify the potential fit of an ESOP strategy.

We listen and learn the motivations and needs behind a potential ESOP.

Financial Analysis

Our ESOP feasibility studies are bespoke, objective, and comprehensive. All analysis is performed in-house in order to deliver consistent insights on fair market valuation, optimal structures, estate planning considerations, and transaction alternatives.

We provide clients with data and insights to make informed decisions

Deal Structuring

Once stakeholders understand the viability and costs of a potential ESOP strategy, we start the painstaking process of building a transaction. Following an extensive due diligence process, our advisors finalize a deal's structure and coordinate activities with all relevant parties.

We craft unique ESOPs that reflect the goals of all stakeholders

Capital Raise

It takes unique expertise and an extensive network to secure optimal ESOP financing. We draft a best-in-class confidential information memorandum (CIM) and run a competitive process with commercial lenders nationwide to obtain comprehensive loan offers and negotiate favorable terms.

We gain comprehsive financial solutions

Negotiation

An ESOP transaction isn't complete until a sponsor and a trustee agree on a price and plan terms. Our experts lead all negotiations on a company's behalf and oversee the finalization of transaction documents and credit agreements.

We take a grounded approach to coordinate partners, drive transactions, and close deals

Want to Learn More? Schedule a Call with our Team.

FIND MORE RESOURCES

Our full ESOP library includes webinars, podcasts, and articles by our experts.

MEET OUR TEAM

Our ESOP experts offer clients a range of expertise and real-world experience.

ASK QUESTIONS

Email or call us with your leveraged ESOP inquiries. Our advisors are ready to help.