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CSG News

Nathan Perkins to Speak to Greater Washington Society of CPA's Employee Benefit Plan Section

Washington, DC - February 11th, 2016:

CSG Partners announced that its Managing Director and leader of the company's Washington, DC office, Nathan Perkins, will speak on a panel to the Greater Washington Society of CPA's (GWSCPA) Employee Benefit Plan Section.

Mr. Perkins will join Access National Bank SVP Ted Lauer, and Squire Patton Bogs corporate lawyer and Partner Robert B Webb III, in a discussion on pitfalls for accountants to be aware of when advising clients considering an ESOP or when auditing or preparing tax returns for clients with ESOPs.

The event will take place on February 17, 2016 from 9:00am-10:00am at the GWSCPA offices. To register for the event or for more detail, click here. CPAs will be eligible to receive 1 in-person CPE Credit.

Mr. Perkins is a recognized expert in Employee Stock Ownership Plans and regularly presents on topics related to ESOPs to lawyers, accountants and business owners.

If you plan to attend the event and would like to setup a one-on-one meeting with Mr. Perkins for additional information, he can be reached at ndperkins@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.