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CSG News

CSG Partners Wins ESOP Deal of the Year

New York, NY - December 6th, 2016:

The Global M&A network awarded CSG Partners with a prestigious award for ESOP Deal of the Year at the 8th Annual Americas M&A Atlas Awards which occurred on December 6th at the Roosevelt Hotel in New York City. The Global M&A Network honors excellence in value-creating transactions, outstanding firms, teams and leaders across America and independently selects winners based on rigorous evaluative metrics. CSG accepted the award for ESOP Deal of the Year on behalf of the work the firm did for its client, advising the selling shareholder in the sale of 49% of his stock in E&M Ice Cream Inc. and Calip Holdings Inc. (dba Calip Dairies) and their affiliates (together, "E&M") to an Employee Stock Ownership Plan (ESOP).

E&M is one of the US's largest regional distributors of ice cream and frozen food products which has proudly fostered distribution partnerships with major manufacturers like Nestlé (i.e., Häagen-Dazs, Edy's, DiGiorno, et al.) and others. E&M, which was founded and operates primarily in the greater New York City area, has also launched an expansion initiative into territories in the Southeastern US. The sale of E&M stock to an ESOP represented a challenging and highly complex transaction involving the combination of multiple, rapidly expanding entities. The success of the transaction provided a liquidity event for the founder and sole shareholder and a valuable retirement benefit to E&M's more than 270 hardworking employees, while laying a pathway for continued growth of the business in an employee owned structure that offers both significant income tax savings and a framework for a smooth business succession plan for the future.

"We are honored and humbled to receive this award," said CSG Partners' Managing Director Alex Meshechok. "At CSG, we strive to structure ESOP transactions for our clients that create the best possible outcome for the firms and their employees. This award is a true testament to the hard work, dedication, and talent of not just the folks at CSG, but also of the Company's dedicated Management and to the great group of attorneys, commercial bankers, trustees and valuation professionals that worked tirelessly to make this transaction happen."

"It was a pleasure to work with Alex Meshechok and the team at CSG," said Martin Kelly, President of E&M. "With the caliber of CSG's team and the breadth of their ESOP expertise, they were able to coordinate all the aspects of this complicated transaction with such aplomb that it made it seem simpler...which made for an enjoyable and rewarding overall experience. It goes without saying that CSG is deserving of this award. I would not hesitate to recommend them to other firms for both M&A and ESOP advisory services."

ABOUT CSG PARTNERS

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. In 2013, CSG Partners was 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.