CSG Partners

With a 20-year track record & hundreds of completed transactions, we’ve earned our reputation as the nation’s top #ESOP investment bank.

[CSG Partners @CSGPartners]

Great coverage of Colorado's game-changing #ESOP incentives. Thanks to @denbizjournal for featuring our Larry Kaplan and putting a spotlight on the tremendous work being done by @Shoemaker_CPA and the entire @ColoradoEcoDevo - #EmployeeOwnership Office.
https://t.co/9ZwsEBPooW

[CSG Partners @CSGPartners]

@CNBC turned to our founder, Larry Kaplan when they needed a primer on the personal finance implications of #ESOP benefits. Thanks to @lizgravier_ for putting a spotlight on #EmployeeOwnership! https://t.co/4WrvHrNI6H

[CSG Partners @CSGPartners]

When @ASESmembers needed an #EmployeeOwnership expert, they turned to our Michael Bannon. Learn how a leveraged #ESOP strategy can help #medical practices grow and maintain their independence: https://t.co/rR4CgVY8cV

[CSG Partners @CSGPartners]

Our advisors bring more to the table than just #ESOP expertise. @MarketWatch recently turned to Steve Golden for his insights on "top hat" compensation plans. https://t.co/1Ama6QMOmz

[CSG Partners @CSGPartners]

Are recent #medical M&A trends at odds with quality of care? @nytimes explores the challenges posed by corporate consolidation. This is just one reason why we're believers in #ESOP succession strategies for closely-held practices.
https://t.co/gfrUQh7y3S

[CSG Partners @CSGPartners]

Big #EmployeeOwnership news out of Colorado, as the state's EO Tax Credit is on the verge of expansion. Congrats to the @coloradoecodevo who championed the legislation, and thanks to @theNCEO for your timely reporting!
https://t.co/GYPnxx5mon

[CSG Partners @CSGPartners]

We're not in the business of winning awards, but it's always great to be recognized by your peers. Congrats to Larry Kaplan, Alex Mumblat, Richard Harmon, our entire team, and our deal partners for earning top honors on a pair of major #ESOP transactions.

[CSG Partners @CSGPartners]

@theNCEO Annual Conference is off and running! Meeting us for the first time? Here's more about our #ESOP advisory practice.

Whether you're in @KansasCity or scrolling through @Twitter, don't hesitate visit us at Booth 29 or reach out. We look forward to meeting you!

[CSG Partners @CSGPartners]

Heading to the #NCEO Annual Conference? Meet Michael Bannon and David Blauzvern at Booth 29, or book a one-on-one meeting: https://t.co/7zoQWDyYfC

We're excited to catch up with clients, partners, and the entire #ESOP community at @theNCEO 2023!

[CSG Partners @CSGPartners]

Congrats to Andrew Nikolai and Doron Saraf-Kashani on their well-deserved promotions! Thanks for your continued dedication our clients and our nationally-recognized #ESOP work.

[CSG Partners @CSGPartners]

Between a pair of key loans, various borrowing options, and a unique payment structure, leveraged #ESOP financing is filled with complexities. This easy-to-follow primer breaks it all down...
https://t.co/E7xzpEG3Re

[CSG Partners @CSGPartners]

Interested in a deeper dive on #ESOP mechanics? Our David Blauzvern and Jordan Burg have you covered. For a concise, jargon-free overview, listen to their recent appearance on the M&A Talk #Podcast. https://t.co/09ueQrF0DS

[CSG Partners @CSGPartners]

Thanks, @ronaldskelton! It was great talking #ESOP strategies with you.

[Ronald Skelton @ronaldskelton]

New Episode! "How2Exit Episode 87: Larry Kaplan - Founder and Managing Partner at CSG Partners."

Larry Kaplan has built the nation's leading ESOP investment banking practice at CSG Partners.

Since…

Player links & show notes: https://t.co/zpglWNf2oX

[CSG Partners @CSGPartners]

New year, same considerations. See how companies can augment their #benefits to keep pace with #inflation, with considerations ranging from ESAs to #ESOP plans. https://t.co/mUxDqFrLsS

[CSG Partners @CSGPartners]

Here's a #CLE stocking-stuffer for any last-minute learners out there. This comprehensive #ESOP course is #free when you use this link... https://t.co/t8U5vfCr7Y

[CSG Partners @CSGPartners]

When December rolls around, we're often asked how #EmployeeOwned companies, and firms considering #ESOP transactions, can prepare for the year ahead. Our Alex Mumblat has tips for either circumstance. https://t.co/JdCIX5ECmk

[CSG Partners @CSGPartners]

Not to be outdone by California's new #ESOP hub, the @Mass_CEO scored a major legislative victory in November. https://t.co/aNtL2eu2FP

[CSG Partners @CSGPartners]

Big congrats to Richard Harmon, Doron Saraf-Kashani, and the entire team behind this outstanding #ESOP transaction. We're proud to share this honor with Morrison Cohen LLP and Dvorak Law Group, LLC and grateful for the kind recognition by The M&A Advisor.

[CSG Partners @CSGPartners]

#PrivateEquity deal volume across the #MiddleMarket dropped 26% YOY in the first half of 2022. Our Michael Bannon explores why deals fail and how companies can recover. https://t.co/g1k9CIavsu

[CSG Partners @CSGPartners]

We're on the ground in Vegas and excited to kick off #EO22 with @ESOPAssociation. Whether you're attending in-person or virtually, let's connect. Meet us at Booth 50 or click below to book time with our #ESOP advisory team. https://t.co/ATgoO5YGbZ