CSG Partners

Font Size

CSG Partners









Content on this page requires a newer version of Adobe Flash Player.

Get Adobe Flash player

CSG News

CSG Partners Announces Record Year for 2014

New York, NY - February 6th, 2015:

CSG Partners, a leading boutique investment bank, announced that 2014 was another record setting year for the firm. From transaction volume, awards won, new partners and employees, the firm continued to experience growth across the organization.

In 2014, CSG Partners closed 19 transactions totaling $1.2 billion in value, where it served as financial advisor to companies in ESOP investment banking and traditional M&A transactions. Unlike many firms, all transactions were company-side representations for closed transactions - and do not represent valuation engagements, fairness opinions, or feasibility engagements. Further expanding its national ESOP and investment banking practices, these companies were headquartered in Arizona, California, Connecticut, Florida, Mississippi, New Jersey, New York, Ohio, Pennsylvania, Virginia, and Washington.

In 2014, the M&A industry again recognized CSG Partners for its preeminent ESOP investment banking practice. The firm received multiple industry awards for its ESOP transactions from the M&A Advisor, the Association for Corporate Growth (ACG), and the Global M&A Network, including: "USA Deal of the Year ($150MM to $500MM)", "M&A Deal of the Year ($250MM to $500MM)" and "Transportation & Logistics Deal of the Year (under $300MM)." Additionally, one of the firm's Managing Directors, George Thacker III, was recognized as the "Boutique Investment Banker of the Year" and "Dealmaker of the Year" by the Global M&A Network and the ACG New York, respectively.

CSG Partners also experienced a record year in terms of new hires, in order to accommodate strong demand for its services. The firm added five associates and analysts, a vice president of marketing, two Managing Directors and opened a new office in Washington, DC.

"I want to thank our investment banking team, clients, and business partners across the country for their contributions in making 2014 another record year," said Larry Kaplan, Managing Director at CSG Partners. "Our results reflect the unparalleled strength of our ESOP investment banking and capital advisory capabilities that we offer clients. With our recent expansions in personnel and resources, we are positioned for continued growth and helping clients achieve their corporate finance objectives."


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.

CSGPartners.com - LinkedIn - Twitter




© CSG PARTNERS, LLC        Home     Site Map     Legal

Bookmark and Share
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.