@CSGPartners

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

 New York, NY
csgpartners.com
Joined February 2013
  • Tweets1.1K
  • Following334
  • Followers182
49Media
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. hubs.la/Q020rRKD0

Incentives fuel growth of employee-owned businesses in Colorado

Statistically speaking, not many Colorado businesses are employee-owned, but experts say generous tax incentives and a supportive environment might be changing that.

bizjournals.com
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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: hubs.la/Q01SvLr_0
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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. hubs.la/Q01QrFCC0

CEOs and other top execs are saving billions with ‘top hat’ retirement plans, study says

There’s a separate system for the most highly paid at some companies to defer unlimited amounts of compensation and pay the taxes later.

marketwatch.com
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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. hubs.la/Q01P91WD0

Corporate Giants Buy Up Primary Care Practices at Rapid Pace (Published 2023)

Large health insurers and other companies are especially keen on doctors’ groups that care for patients in private Medicare plans.

nytimes.com
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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! hubs.la/Q01P0xPS0

Colorado Boosts Tax Credits for Ownership Conversions

The Colorado legislature has passed (by margins of 54-2 in the House and 26-9 in the Senate) a bill (HB23-1081) to expand its tax credits for converting to

nceo.org
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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.
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Heading to the #NCEO Annual Conference? Meet Michael Bannon and David Blauzvern at Booth 29, or book a one-on-one meeting: meetings.hubspot.com/dblauzv… We're excited to catch up with clients, partners, and the entire #ESOP community at @theNCEO 2023!
Book time to meet with us at NCEO 2023: https://meetings.hubspot.com/dblauzvern

ALT Book time to meet with us at NCEO 2023: https://meetings.hubspot.com/dblauzvern

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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.
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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... hubs.la/Q01HYwjm0

Leveraged ESOP Financing

Two financing structures - an internal loan and an external loan - are critical building blocks of leveraged employee stock ownership plans (ESOPs).

csgpartners.com
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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. morganandwestfield.com/podca…
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Thanks, @ronaldskelton! It was great talking #ESOP strategies with you.
Ronald Skelton
@ronaldskelton13 Jan 2023
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: how2exit.com/how2exit-episod…
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New year, same considerations. See how companies can augment their #benefits to keep pace with #inflation, with considerations ranging from ESAs to #ESOP plans. hubs.la/Q01xdjZt0
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Here's a #CLE stocking-stuffer for any last-minute learners out there. This comprehensive #ESOP course is #free when you use this link... hubs.la/Q01wrx9Y0
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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. hubs.la/Q01vCzG-0
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Not to be outdone by California's new #ESOP hub, the @Mass_CEO scored a major legislative victory in November. hubs.la/Q01v0-MR0
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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.
Professional Services Deal of the Year | The M&A Advisor

ALT Professional Services Deal of the Year | The M&A Advisor

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#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. hubs.ly/Q01tt2Vw0

Moving Beyond a Stalled Private Equity Deal

A stalled private equity deal isn't necessarily a dead end. Understand why transactions typically fail and how closely-held companies can move forward.

csgpartners.com
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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. hubs.la/Q01rXR370
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The modern #ESOP is a product of our democratic process. Voting is the central act of American #democracy. So, get out there and #vote today. Find your polling place: vote.org/polling-place-locat…
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#SuccessionPlanning should factor into a year-end regimen for any #PrivateCompany. Market uncertainty only amplifies the importance of a solid plan. Our Richard Harmon shares valuable tips for #FamilyBusinesses and closely-held firms. hubs.la/Q01rwXny0
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