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CSG News

CSG Partners to Co-Sponsor ESOP Summit in Chicago

New York, NY - April 2nd, 2018:

CSG Partners announced that it is co-sponsoring a full-day ESOP Summit in Chicago, IL on May 30th, 2018. The event is geared toward owners of Equipment Dealerships and rental companies who are considering liquidity alternatives or strategies to minimize their annual tax liability.

The ESOP Summit is a coordinated effort between Wintrust Financial Services, CSG Partners, and Garry Bartecki the CFO of Illini Hi-Reach. The event will take place at the Wintrust office near Chicago's O'Hare Airport, and will feature industry executives and ESOP experts as part of an all-day program. Attendees will gain in-depth knowledge of how ESOPs work, how equipment dealerships and rental companies can benefit from the tax advantages that ESOPs create, as well as how a transaction works from an owners perspective.

Speakers include CSG Partners Managing Director Nathan Perkins, Patrick Stoltz and John Czyzycki from Wintrust's Commercial Banking group, Tal Diekvoss the founder of Fiduciary Management Group, and Garry Bartecki who serves as the CFO of Illini Hi-Reach.

For information about attending the event, email Zach Stevens of CSG Partners at zstevens@csgpartners.com.


CSG Partners, LLC is a boutique investment bank specializing in ESOPs, mergers and acquisitions, and capital advisory services for middle-market companies. Our clients have spanned the full middle-market spectrum, with values ranging from $10 million to $1 billion. Founded in 2001, the firm has built a reputation of having the nation's preeminent ESOP investment banking practice. CSG Partners has been named the "Boutique Investment Banking Firm of the Year" by both The M&A Advisor and ACG New York. CSG Partners operates from offices in New York, San Francisco, and Washington DC.

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Securities, mezzanine debt and equity are offered by Synergy Capital I LLC, a wholly owned subsidiary of CSG Partners. Synergy Capital I LLC is a member of FINRA and SIPC.