Since 2000, CSG Partners has helped closely-held companies realize the unique benefits of employee stock ownership plans (ESOPs). Today, we're recognized as the nation’s leading leveraged ESOP practice.

Private and family-owned companies seeking shareholder liquidity, tax relief, and employee benefits turn to our nationally-recognized team of advisors. We’ve guided hundreds of clients through the ESOP formation process, from analysis, through capital raising, to closing.

We are focused on a company's goals. While shareholder liquidity and tax efficiencies are part of the equation, the stakeholders in an ESOP are just as concerned about employee welfare and the legacy of the business.

We understand the needs of clients and their advisors because we’ve walked in their shoes.  In addition to former commercial bankers, attorneys, and accountants, our team of ESOP specialists includes former entrepreneurs and CEOs.  That practical experience, combined with CSG Partners’ thought leadership and extensive analytical process, provides insights and strategies that drive desired outcomes for all stakeholders.

Our team has been recognized by leading publications and organizations with over 40 Firm & Deal of the Year honors in the past decade alone.

Business Development

Consulting

Employee Benefits

Venture Capital

CSG Partners

CSG Partners' headquarters in New York, United States

This department focuses on providing financial advisory services, facilitating capital raising, and executing transactions in the investment banking sector.

Investment Banking

The Leadership Team at CSG Partners oversees strategic direction and operational execution to enhance the firm's position as a leading ESOP advisor. Comprising seasoned professionals with diverse backgrounds in finance, law, and entrepreneurship, this team fosters collaboration and innovation while ensuring that client goals for liquidity, tax efficiency, and employee welfare are met. They leverage their collective expertise to guide clients through the intricate ESOP formation process, nurturing lasting business legacies and creating value for all stakeholders.

Leadership Team

The Analysis Team at CSG Partners plays a crucial role in evaluating and interpreting complex financial data related to employee stock ownership plans (ESOPs). They conduct thorough analyses to assess client needs, provide insights into shareholder liquidity and tax efficiencies, and support the formation and structuring of ESOPs. Through collaboration and strategic thinking, the team ensures that all stakeholders' goals—including employee welfare and business legacy—are effectively addressed throughout the ESOP process.

Analysis Team

The Management Team at CSG Partners plays a pivotal role in steering the firm's strategic direction and operational efficiency, ensuring the successful delivery of ESOP advisory services. Comprised of experienced professionals—including former bankers, attorneys, and entrepreneurs—the team collaborates to enhance client relationships, drive growth initiatives, and uphold the company's commitment to delivering tailored solutions that balance shareholder liquidity with employee welfare. Their combined expertise and leadership help position CSG Partners as a trusted authority in the ESOP market.

Management Team

This department focuses on identifying growth opportunities and forming strategic partnerships to drive revenue.

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Other teams

Leadership Team

Analysis Team

Management Team

Business Development

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People (11)

Jobs (0)

Other teams

Leadership Team

Analysis Team

Management Team

Business Development

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