Tested & Trusted ESOP Experts

We've helped hundreds of closely-held companies realize the benefits of employee stock ownership plans.

Curious about ESOPs? Let's talk.

Why are ESOPs Meaningful Liquidity and Legacy Tools?


Business owners often come to us with little knowledge of ESOPs. That's why education has always been central to our advisory work.

We know you don't have much time to spare, but a better understanding of employee ownership can be a valuable investment in your company's future.

Join Larry Kaplan, CSG’s Founder and Managing Partner, as he tackles some of the most critical ESOP questions with concise, easy-to-understand answers.


In the past 10 years alone, we've received over 40 firm and deal of the year honors.

ESOP awards organizations

Why do Leading Companies Trust our Advisors?


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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.


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.

An ESOP Case Study

Understand the process behind analyzing, structuring, and financing a leveraged ESOP in this brief video.

Based on real client interaction, this case study highlights the key considerations and strategies behind a successful employee stock ownership plan transaction.