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
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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.