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
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.
PLAN MAINTENANCE
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.
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.
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.
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.