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Nathan Perkins to Speak at 2015 ESOP Association Conference

Washington, D.C. - April 15th, 2015:

Nathan Perkins, Managing Director and leader of CSG Partners' Washington, DC office, will speak on a panel at The ESOP Association's 2015 annual event. Mr. Perkins will lend his expertise to a discussion surrounding 1042 rollovers in ESOP transactions.

CSG Partners has the nation's largest investment banking practice for Employee Stock Ownership Plans, and the company's Managing Directors routinely advise clients on 1042 strategies. Over his nearly decade-and-a-half experience in ESOPs, Nathan has successfully advised over 300 clients on a variety of ESOP strategies, including 1042 rollovers. IRC section 1042 allows a selling shareholder in an ESOP transaction to defer capital gains taxes by rolling over their proceeds from the sale of the business into Qualified Replacement Property (QRP). Given Nathan's extensive experience and his foothold in the DC region, he was a natural fit to speak on the topic.

The ESOP Association Annual Conference will take place on May 7th and 8th, 2015 at the Renaissance Washington Hotel in Washington, DC. The conference brings together over 1,000 people, ESOP experts and members of prospective and current ESOP companies, to discuss the latest trends and topics surrounding Employee Stock Ownership Plans. The Technical Panel that Nathan Perkins will participate on will take place on Friday, May 8th between 3:15-4:15pm.

Mr. Perkins has been a member of The ESOP Association for many years and contributes to their conferences annually.


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.