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SERVICES

ESOPs

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RESTRUCTURING

MERGERS & ACQUISITIONS

CAPITAL ADVISORY

 

 

 

 

 

 

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Restructuring

CSG Partners provides restructuring services to maximize cash flows for companies that previously implemented ESOP transactions. In our experience, many transactions in the ESOP marketplace are not structured optimally and fail to maximize cash flows. Even for transactions that were structured optimally at the closing, changes invariably occur in a company’s life cycle, financial performance, and shareholders’ objectives. Without reviewing the ESOP transaction over time, companies and selling shareholders can leave substantial money on the table.

For example, post closing a company may have declining performance, is breaking financial covenants, paying alternative minimum taxes, not utilizing ESOP-related tax deductions to the fullest extent, or is not amortizing debt to the fullest extent.

With our restructuring services, we perform full analytical assessment of the ESOP and capital structure. After identifying potential issues, we then design strategies to maximize cash flows for the company and selling owners:

 

Change ESOP
Structure
  Assess/ Renegotiate Financing   Optimize ESOP Related Deductions   Fine Tune
ESOP Structure
Partial Redemption
Follow on Sale
S Corp Election
Debt to Equity Conversion
 
Interest Rate
Covenants
Personal Collateral
Guarantees
 
Accrue Preferred Dividends
Create NOLs
Internal Loan Interest Expense
 
Revise Seller Note
AAA Interest Rate
Exercise Warrants
Adjust Compensation

 

 

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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.