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


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



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.



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



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.



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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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.

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

ESOP awards organizations