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investment banking
CSG Partners, LLC is a boutique investment bank established in 2000, specializing in leveraged Employee Stock Ownership Plans (ESOPs). Based in New York, the firm has completed hundreds of transactions for middle-market companies valued between $10 million and nearly $2 billion. With additional offices in San Francisco, Washington, DC, and Louisville, CSG employs around 40 people and reported $20.6 million in annual revenue in 2025. The firm offers tailored ESOP advisory services, focusing on liquidity, tax efficiency, legacy preservation, and employee wealth-building. Key services include ESOP feasibility analysis, deal structuring, financing and capital advisory, and support for secondary ESOP sales. CSG also provides ESOP-oriented mergers and acquisitions through its affiliated broker-dealer, Synergy Capital I. The team consists of experienced professionals from various fields, emphasizing real-world expertise and thought leadership, and has received over 40 Firm & Deal of the Year awards in the past decade.
CSG Partners, LLC is a boutique investment bank established in 2000, specializing in leveraged Employee Stock Ownership Plans (ESOPs). Based in New York, the firm has completed hundreds of transactions for middle-market companies valued between $10 million and nearly $2 billion. With additional offices in San Francisco, Washington, DC, and Louisville, CSG employs around 40 people and reported $20.6 million in annual revenue in 2025. The firm offers tailored ESOP advisory services, focusing on liquidity, tax efficiency, legacy preservation, and employee wealth-building. Key services include ESOP feasibility analysis, deal structuring, financing and capital advisory, and support for secondary ESOP sales. CSG also provides ESOP-oriented mergers and acquisitions through its affiliated broker-dealer, Synergy Capital I. The team consists of experienced professionals from various fields, emphasizing real-world expertise and thought leadership, and has received over 40 Firm & Deal of the Year awards in the past decade.
CSG Partners has been mentioned across 3 podcasts.
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