CSG Partners | ESOP Advisors Employee Directory

Investment BankingUnited States11-50 Employees

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.

Find CSG Partners | ESOP Advisors employees' phone numbers or email addresses

CSG Partners | ESOP Advisors Global Highlights

Location
Employees

North America
70

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  • United States Of America
    69
  • Canada
    1

Europe
1

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  • France
    1

CSG Partners | ESOP Advisors's Leadership

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    J. B.
    Cmo
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    M. S.
    Cfo & General Counsel
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    D. S.
    Vice President
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    J. M.
    Director Of Business Development (west)
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    S. J. B.
    Managing Director
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    M. N.
    Director Of Business Development
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    D. B.
    Managing Director
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    P. T.
    Managing Director
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Contact profiles from CSG Partners | ESOP Advisors

Name
Title
Contact Info
Location
Last Update
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    H. G.
    Managing Director
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    United StatesNew York
    Oct 22, 2024
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    J. L.
    Director Of Property Management
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    Oct 23, 2024
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    L. K.
    Managing Director
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    UNITED STATES
    Jul 03, 2024
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    L. C.
    Controller
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    Oct 16, 2024
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    M. M.
    Director
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    May 06, 2024
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    S. T.
    Managing Director
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    United StatesWisconsin
    Nov 04, 2025
  • Stylized image of a person
    S. M.
    Executive Assistant / Office Manager
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    United StatesNew York
    Nov 13, 2025
  • Stylized image of a person
    J. F.
    Property Manager
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    Oct 16, 2024
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    J. H.
    Property Assistant & Manager
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    United StatesMaryland
    Oct 23, 2024
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    M. A.
    Sales Manager
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    Oct 22, 2024

Frequently Asked Questions

What is CSG Partners | ESOP Advisors known for?

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CSG Partners | ESOP Advisors was founded in 2000 operates in the Investment Banking industry. The company's main headquarters is located in 40 Fulton Street, 6th Floor New York, NY 10038, US; you can contact the main corporate office by phone at . Explore CSG Partners | ESOP Advisors's company overview page for more information.

What is CSG Partners | ESOP Advisors's most common email format?

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CSG Partners | ESOP Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more CSG Partners | ESOP Advisors email formats with LeadIQ.

How many employees does CSG Partners | ESOP Advisors have currently?

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CSG Partners | ESOP Advisors has approximately 46 employees as of October 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are CSG Partners | ESOP Advisors's key employees and leadership?

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As of October 2025, CSG Partners | ESOP Advisors's key employees include:

  • Cmo: J. B.
  • Cfo & General Counsel: M. S.
  • Vice President: D. S.
  • Director Of Business Development (west): J. M.
  • Managing Director: S. J. B.

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