CSG Partners | ESOP Advisors
Investment, Funds and Trusts • 
Manhattan, New York, United States • 21-50 Employees
Company overview
| Headquarters | 40 Fulton Street, 6th Floor, New York, NY 10038, US |
| Phone number | +12124335500 |
| Website | |
| SIC | 621 |
| Keywords | Investment Banking, Financial Services, Mergers And Acquisitions, Employee Ownership, M&A, Capital Advisory, Esop, Employee Stock Ownership Plans |
| Founded | 2000 |
| Employees | 21-50 |
| Socials |
Key Contacts at CSG Partners | ESOP Advisors
John Marino
Director Of Business Development West
Stephen J. Berman
Managing Director
Eitan Milstein
Managing Director
Michael Bannon
Managing Director
David Blauzvern
Managing Director
Andrew Nikolai
Managing Director
Patrick Trask
Managing Director
George Thacker
Managing Director
Alex Mumblat
Managing Director
Harvey Granat
Managing Director
CSG Partners | ESOP Advisors Email Formats
CSG Partners | ESOP Advisors uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@csgpartners.com), used 72.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@csgpartners.com | 72.2% |
{first name}{last name} | johndoe@csgpartners.com | 27.8% |
About CSG Partners | ESOP Advisors
Since 2000, CSG Partners has helped closely-held companies realize the unique benefits of employee stock ownership plans (ESOPs). Today, we're recognized as the nation’s leading leveraged ESOP practice. Private and family-owned companies seeking shareholder liquidity, tax relief, and employee benefits turn to our advisors. We’ve guided hundreds of clients through the ESOP formation process, from analysis, through capital raising, to closing. We are focused on a company's goals. While shareholder liquidity and tax efficiencies are part of the equation, the stakeholders in an ESOP are just as concerned about employee welfare and the legacy of the business. We understand the needs of clients and their advisors because we’ve walked in their shoes. In addition to former commercial bankers, attorneys, and accountants, our team of ESOP specialists includes former entrepreneurs and CEOs. That practical experience, combined with CSG Partners’ thought leadership and extensive analytical process, provides insights and strategies that drive desired outcomes for all stakeholders. Our team has been recognized by leading publications and organizations with over 40 Firm & Deal of the Year honors in the past decade alone.
CSG Partners | ESOP Advisors revenue & valuation
| Annual revenue | $15,000,000 |
| Revenue per employee | $327,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment, Funds and Trusts industry and current estimated revenues | $48,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
CSG Partners | ESOP Advisors has 33 employees across 5 departments.
Departments
Number of employees
Funding Data
CSG Partners | ESOP Advisors has never raised funding before.
CSG Partners | ESOP Advisors Tech Stack
Discover the technologies and tools that power CSG Partners | ESOP Advisors's digital infrastructure, from frameworks to analytics platforms.
Security
CMS
JavaScript libraries
Analytics
Maps
Reverse proxies
CDN
JavaScript libraries
Analytics
Miscellaneous
Security
Analytics
Saudi Arabia
Viet Nam
Canada
United Kingdom
Frequently asked questions
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