CSG Partners

Font Size

CSG Partners



Untitled Document


Lawrence Kaplan

Harvey Granat

Stephen Berman

Edward O’Brien

Patrick J. Fallon

Richard Harmon, CPA

Eitan Milstein

George W. Thacker, III

Alex Mumblat

Nathan Perkins



40 Fulton Street, Floor 6
New York, NY 10038
Phone: (917) 714-6437
Fax: (646) 219-3285

Download Vcard
Download PDF



Richard Harmon, CPA
Managing Director

Since 2011, Richard has served as Managing Director with CSG Partners, completing numerous ESOP transactions for clients in diverse industries, including staffing, manufacturing, franchising, health care, real estate and engineering. His recent transactions have been awarded "Entertainment Deal of Year" and "Consumer Discretionary Deal of the Year" by the Global M&A Network and the M&A Advisor respectively. His transactions have also been named finalists for "Private Equity Deal of the Year," and "M&A Deal of the Year" by the M&A Advisor.

He began his career at PricewaterhouseCoopers where he was a founding member of its Emerging Business Services Group. Subsequent to PwC, he served as CFO for several middle-market companies and managed over 100 financial systems implementation projects. Leveraging his financial systems expertise, Richard launched TeamAlliance (TA), a leading provider of technology staffing services to the Fortune 500. After growing TA to a national organization with 30 offices, he sold the firm to Hall Kinion & Associates just prior to its IPO. Next he launched BackOffice Support Services, a financial staffing firm. BackOffice served as CFO for an ESOP-owned manufacturing firm, which led to Richard's position in CSG's ESOP practice group.

Richard was an Ernst & Young "Entrepreneur of the Year" Regional Finalist and recipient of a New York City Chamber of Commerce Small Business Award. He received Distinguished Service Awards from United Way & United Cerebral Palsy of New York City. He received his Bachelor of Science degree in Business Administration/Accounting from the University of Southern California, Marshall School of Business, Leventhal School of Accounting and has been a Certified Public Accountant for over 30 years.

Richard was a recipient of a New York City Chamber of Commerce Small Business Award, was an Ernst & Young "Entrepreneur of the Year" Regional Richard's experience in public accounting, as a CFO and as an entrepreneur, allow him to bring to bring a unique blend of strategic insight and perspective to his investment banking clients at CSG.




© CSG PARTNERS, LLC        Home     Site Map     Legal

Bookmark and Share
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.