The #EmployeeOwnership community is gathering next week in the City of Indianapolis, and we hope to see you there. If you're heading to The National Center for Employee Ownership (NCEO) Fall Forum, drop our Michael Bannon a line or book time on his calendar👇 Whether you're an industry professional, considering an #ESOP, or you lead an #EmployeeOwned company, we look forward to connecting with you!
CSG Partners | ESOP Advisors
Investment Banking
New York, NY 4,737 followers
With a 20-year record & hundreds of transactions, we’ve earned our reputation as the nation’s top ESOP investment bank.
About us
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 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.
- Website
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https://www.csgpartners.com
External link for CSG Partners | ESOP Advisors
- Industry
- Investment Banking
- Company size
- 11-50 employees
- Headquarters
- New York, NY
- Type
- Privately Held
- Founded
- 2000
- Specialties
- Mergers and Acquisitions, Capital Advisory, Investment Banking, M&A, Financial Services, ESOP, Employee Stock Ownership Plans, and Employee Ownership
Locations
Employees at CSG Partners | ESOP Advisors
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Stephen J. Berman
Mng. Dir. of CSG Partners..Experienced advisor to private companies on corporate finance, M&A and leveraged ESOPs
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Eitan Milstein
Investment Banking with an Emphasis on ESOP
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Richard Harmon
Managing Director @ CSG Partners, LLC | Seasoned Investment Banker, ESOP Specialist
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George Thacker, III
Managing Director
Updates
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We're looking forward to Wednesday's #ESOP #webinar featuring TechFlow, Inc.'s Robert Baum. Learn how this consulting leader embraced #EmployeeOwnership and supercharged its business. Register below 👇
Did you know TechFlow is 100% owned by employees? Commonly referred to as an ESOP, employee-owners are empowered and incentivized to succeed every day. The journey to becoming an ESOP requires time, strategy, and vision, as our CEO Robert Baum. had when we made the transition in 2016. Rob will recount this journey and share the amazing growth since then in a webinar on Sept. 11 with Richard Harmon from CSG Partners | ESOP Advisors. https://lnkd.in/etXP3x7T
Webinar: Our ESOP Journey - TechFlow
info.csgpartners.com
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It's always great to have industry leaders spotlight your work. Thanks, Wayne, for sharing Michael's #podcast with Daniel Hood. We realize it's a busy week in the #accounting world, but if you can spare a few minutes, the #ESOP-focused interview is definitely worth a listen.
It’s wonderful to see more conversation in the accounting space about the potential benefits of ESOPs to accounting and advisory firms. I enjoyed listening to Accounting Today’s Daniel Hood interview Michael Bannon of CSG Partners on why firms should consider establishing an ESOP. If you’re curious about ESOPs, check it out: https://lnkd.in/eyACyJ6j.
All about ESOPs
accountingtoday.com
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#Retirement plans have been in the news recently, thanks to #ERISA's 50th anniversary. For BenefitsPRO's coverage of #ESOP strategies, they turned to our Alex Mumblat. Check out the Q&A 👇 it's a helpful read for anyone trying to get a handle on #EmployeeOwnership's place in the broader context of benefits options.
Employee stock ownership plans: A Q&A with Alex Mumblat
Employee stock ownership plans: A Q&A with Alex Mumblat
benefitspro.com
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50 years ago today, President Ford signed #ERISA into law and codified the modern #ESOP—a massive leap forward for #EmployeeOwnership. Here's to all the advocates, legislators, academics, and practitioners who paved the way for employee stock ownership plans and continue to foster the next generation of #EmployeeOwned American businesses. How did we get here? Corey Rosen, founder of The National Center for Employee Ownership (NCEO), shared Louis Kelso's vision and the ESOPs path to Capitol Hill with our Lawrence Kaplan. Read ahead for his unique perspective as well as a brief history of the modern ESOP, authored by CSG's Richard Harmon👇 Thanks again for lending your time, Corey. Happy Labor Day, everyone!
Kelso, ERISA, and the Modern ESOP
csgpartners.com
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#GovCon leaders & advisors - give this #podcast a listen. The Atlantic Council's James Hasik has done some outstanding research on the competitiveness of #EmployeeOwned #contractors. In short, they outperform their peers.
"If they actually have an ownership stake in the enterprise when you're going into work, it's your business, not the boss's business," said James Hasik. https://lnkd.in/ewrMZSSg #ESOPs #Contractors #FederaldrivewithTomTemin
Big or small business, ‘this’ type of federal contractor does the best job
https://federalnewsnetwork.com
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Engineering News-Record just named Suntec Concrete the Southwest's Top Specialty #Contractor. What's a secret of their success? Per CEO Derek Wright, "Suntec is committed to growing and developing people... [our #ESOP is] an expansion of that culture." Congrats to all the #EmployeeOwners at Suntec! Thanks for trusting our team to help guide your ESOP journey. Here's to continued success!
‘One-Team’ Mindset Keeps Suntec Climbing
enr.com
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The next installment of our "#ESOP Journey" series is a must-attend for any #Consulting, #ProfessionalServices, or #GovCon firm considering an employee stock ownership plan. Join TechFlow, Inc.'s founder, Robert Baum, as he recounts the #technology solutions provider's #EmployeeOwnership transition and their remarkable growth in the years since. Our Richard Harmon will moderate this live Q&A #webinar. We hope you'll join us! Register below 👇
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What's the most rewarding moment in an #ESOP transaction? Our George Thacker, III answered that question and more in a recent conversation with Modern Contractor Solutions. Here's a sneak peek at George's interview on #EmployeeOwnership and the #construction industry. We'll share the complete article as soon as it's published.
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📣 #Construction pros and trusted advisors - join us today for a unique roundtable featuring #ESOP insiders, leaders, and advocates as they share their personal experiences with #EmployeeOwned #AEC firms. We've already surpassed 100 registrations, and we're looking forward to a lively Q&A! Special thanks to our panelists: Maddie Towne Binke (Catamount Constructors), Michael Wolnick, CEPA® (Edward Jones), Sandy Shoemaker (Colorado Employee Ownership Office), Matthew Licina (Colorado Office of Economic Development and International Trade), and David Blauzvern (CSG Partners | ESOP Advisors)
REGISTER NOW: Construction's Sustainable Succession Tool
info.csgpartners.com