CSG Partners

CSG Partners, established in 2000, specializes as a leveraged ESOP (Employee Stock Ownership Plan) advisor for middle-market companies nationwide. The firm assists private and family-owned businesses in navigating business transitions, unlocking wealth, and fostering broad-based prosperity through custom strategies driven by detailed analytics and comprehensive financing solutions.

CSG Partners' multidisciplinary team focuses on making employee ownership accessible and has earned a reputation as a leading ESOP investment bank. With a primary focus on ESOP investment banking, CSG leverages proprietary modeling and research tools developed over 20+ years to deliver data-driven ESOP recommendations. Their dedicated capital markets team accesses financing sources comparable to private equity firms and top investment banks.

In the last five years, over 30 bank lenders and funds have financed CSG-led ESOP transactions. Securities, mezzanine debt, and equity are offered by Synergy Capital I LLC, a wholly-owned subsidiary of CSG Partners.