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CSG News

Stephen Berman to Speak at 2016 insideARM Conference

New York, NY - April 18th, 2016:

CSG Partners announced that its Managing Director Stephen Berman, will speak at the 4th Annual insideARM Larger Market Participant Summit. Mr. Berman will co-present ESOPs with NCB President and CEO Marcelo Aita.

Berman will address the financial and technical aspects of implementing ESOPs as they relate to owners of accounts receivable management companies, and Aita will speak to the impact and benefits an ESOP has had on his business and NCB's employees. The session will include an engaging discussion on the mechanics of establishing an ESOP, how an ESOP sale works, and the broader effects that an ESOP has had on NCB, its management team and its employees. The session is primarily designed for CFOs and owners of ARM companies, but will also be attended by key executives interested in succession options where owners of their businesses are searching for liquidity options.

The Larger Market Participant Summit will take place on April 21st and 22nd in Washington, DC at the FHI 360 Conference Center. The conference will be attended by the accounts receivable management industry's larger firms and is exclusively attended by senior executives only. The conference provides a focused forum for important and in-depth industry discussions, as well as a forum for networking and thought-leadership. Berman and Aita's ESOP session will take place on Thursday April 21st from 2:40 to

More information about the Larger Market Participant Summit can be found here:



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.