Since 2000, CSG Partners has helped hundreds of middle-market companies structure, finance, and close leveraged ESOP transactions. Recognized for its analytics-focused process and pioneering capital markets capabilities, CSG has garnered over 40 Firm & Deal of the Year honors in the past decade alone. Beyond plan formations, the firm guides employee-owned companies through secondary sales, plan maintenance, buybacks, terminations, and M&A processes.

In addition to experienced commercial bankers, attorneys, and accountants, CSG’s ESOP advisory team includes former entrepreneurs and CEOs. That practical experience, combined with the firm’s thought leadership and data-driven approach, drives desired outcomes for all stakeholders.