Tested & Trusted ESOP Experts


From feasibility studies to transaction execution, our award-winning advisors have helped hundreds of companies across all industries.

Considering an ESOP? Talk to our team today.

Our Approach to ESOPs

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Join Larry Kaplan, CSG’s Founder and Managing Partner, for a walk-through of the leveraged ESOP feasibility, structuring, and financing process 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.

 

Our ESOP Advisory Services

 
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ESOP FORMATION

We don't believe in one-size-fits-all employee stock ownership plans. Our multi-stage process is rooted is rooted in analytic rigor and high-touch client service.

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PLAN MAINTENANCE

Plan inefficiencies may arise over time. To meet employee-owned companies' changing needs, we offer various solutions including secondary sales and buybacks.MAINTENANCE OPTIONS

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CAPITAL ADVISORY

ESOP companies seeking to fund acquisitions, support operations, or restructure debt count on us to help secure bank financing from our network of investors and lenders.

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MERGERS & ACQUISITIONS

When existing employee-owned companies seek M&A strategies for liquidity, asset monetization, or growth, they turn to CSG and our affiliated broker-dealer, Synergy Capital I.

Why do Leading Companies Trust our ESOP Advisors?

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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.

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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.

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

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LEARN MORE

For additional articles, webinars, and podcasts from our advisors visit our ESOP resources library.

CONTACT US

Email or call our team, and we'll connect you with a subject matter expert with experience in your market.

SCHEDULE A CALL

To explore an employee stock ownership plan for your company, book a free consult with one of our experts.