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
Joined February 2013
The most important thing to understand about wineries, estate planning, and preparing the way for a family succession? “It’s all about transparency and communication.” | WIA Featured Article by Jeff Siegel wineindustryadvisor.com/2022…
CSG's Steve Berman explores how significant market volatility can impact an in-progress transaction, and offers helpful perspective for business owners on the verge of a sale, in this timely article. hubs.ly/H0nD7qX0
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CSG Partners retweeted
At tonight's #ACGNYCAwards gala, George Thacker III, managing director, CSG Partners, was named Dealmaker of the Year @CSGPartners
CSG Partners retweeted
Exciting news! #Employeeowned @BurnsMcDonnell proposes $130M HQ expansion. Learn more via @KCBizjournal ow.ly/tYHwC #ESOP
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CSG Partners retweeted
A strong #ownershipculture is more important than #strategy for #employeeownership success
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Will employee stock ownership get everyone on the same page? spr.ly/6017gCBJ
CSG Partners retweeted
Donald Harvey @gallowaymacleod explains how #agricultural firm is reaping benefits of #employeeownership cdsblog.co.uk/going-against-…
CSG Partners retweeted
JOB: Pensions & Investments looking for a reporter: linkedin.com/jobs2/view/128… (h/t @AmyResnick) #jawsopps
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Replying to @Matt_Manners
@MannersMurphy disengaged employees make 1,000% more mistakes than engaged employees
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Replying to @KarinVolo
@KarinVolo describes disengagement as a disease - and one that costs billions in lost productivity each year. Anyone found a cure? #EEE
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so, anyone hear about any acquisitions today?
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Wondering what it's like to be on the other side of your desk? Our 1-hour webinar featuring @KristenRampe will help. accountingweb.com/article/un…
CSG Partners retweeted
Fresh thinking about net egg investment strategy: own little equity at 65 and more as you age. I disagree. on.wsj.com/1aZpExO
After a fantastic year of support and success for UK #employeeownership you can read our review of 2013 here bit.ly/1a8u4ly
A new blog from @handelsbanken COO Andy Copsey bit.ly/1dXvM4x says #employeeownership is the key to international banking success!
CSG Partners retweeted
Get away from your desk and embrace ideas that suck. "4 things we have wrong about creativity" (from @FastCompany) cpa.tc/3zj
How to document 2014, a day at a time: nyti.ms/1gNTK5G
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Adopting the Janus approach is instructive when considering #employeeownership, @ihasdell writes in his latest blog bit.ly/1aeDWrI
CSG Partners retweeted
#ESOP firms are a model for both businesses & policymakers seeking to support job growth & economic development ow.ly/ggxlp
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Are you facing a problem in the workplace? Maybe our advice columnist can help you. Email: workologist@nytimes.com.
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