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CSG Partners Expands with Addition of Nathan Perkins and Opens Washington, DC Office

New York, NY - October 6th, 2014:

CSG Partners is pleased to announce that Nathan Perkins will join the firm as a Managing Director and will head up the firm's new Washington, DC office. Mr. Perkins comes to CSG from Bank of America Merrill Lynch where he led that firm's ESOP Strategies Practice for Ultra High Net Worth families.

Mr. Perkins has over a decade of experience working in the ESOP industry and been involved in over 300 ESOP Transactions over the period, representing over $1 billion in transaction value. He is recognized as an expert in the space and is a regular speaker at both national and regional ESOP Association and NCEO events. Mr. Perkins is also a member of the ESOP Association's Finance Committee.

"We have worked with Nathan for nearly a decade and regard him as one of the best in the ESOP industry! We are excited to welcome him as part of the team," said CSG Partners founder and Managing Director Larry Kaplan. "As the firm continues to grow, Nathan will be instrumental in servicing demand from our client base in the Washington, DC metro area," added Kaplan.

"I have worked with both CSG Partners and numerous other active advisors in the ESOP industry over the years. I consistently saw that CSG's exceptional work product and level of client commitment was without equal in this industry," said Perkins. "Joining CSG Partners was the next logical step in the progression of my career. I am excited to become part of the firm."


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.