ESOP Client Stories

Distinct Goals, Custom Employee Ownership Strategies

Middle-market companies nationwide turn to CSG for many reasons. Some are looking to sustain legacies and create business succession plans. Others are interested in helping shareholders take chips off the table while creating employee wealth-building opportunities.

No matter the objective, clients trust our investment banking advisors to analyze, finance, and structure ESOP transactions that reflect their current needs and anticipate their long-term goals as employee-owned companies.

Review a real case study and read ahead to learn more about our clients' ESOP journeys.

300+

Unique ESOP Formations

35000+

New Employee Owners

$25 Billion

in Enterprise Value

APPAREL & GOODS

Unlocking working capital, optimizing factoring solutions, and creating more cohesive teams.


Leveraged ESOP Examples

Health & Wellness · Southwest · National Lender · $1.2BN value
Consumer Electronics · Northeast · Seller Financing · $410MM value
Home Textiles · Northeast · Seller Financing · $220MM value
Accessories · Northeast · National Lender · $155MM value
Apparel · Northeast · Regional Lender · $150MM value
Recreational Products · Southeast · Local Lender · $125MM value
Fashion Wear · West · Regional Lender · $90MM value

Life's Abundance 73-removebg-preview-1 72-removebg-preview-1
BUILT ENVIRONMENT

Meaningful succession and exit strategies for construction, architectural, and engineering firms.


Leveraged ESOP Examples

Development · Northeast · Seller Financing · $405MM value
Specialty Contractor · Southwest · Regional Lender · $390MM value
General Contractor · Southeast · Regional Lender · $250MM value
Design-Build · Northeast · National Lender · $165MM value
Specialty Contractor · Southwest · Regional Lender · $125MM value
Specialty Contractor · Northeast · Regional Lender · $105MM value
Civil Engineering · Southeast · Local Lender · $90MM value

AMS choate Vertex
FINANCIAL SERVICES

Navigating structural complexities and regulatory requirements to build efficient ESOP transactions.


Leveraged ESOP Examples

Investment Banking · Northeast · Regional Lender · $410MM value
Financial Advisory · Northeast · Regional Lender · $335MM value
Investment Banking · Northeast · Seller Financing · $155MM value
Investment Management · Northeast · Regional Lender · $145MM value
Media Investment · Northeast · Regional Lender · $130MM value
Insurance · Southwest · Regional Lender · $105MM value
Specialty Lending · West · Local Lender · $100MM value

Brown Capital FNCC York International

 

GOVCON

Helping contractors preserve designations, gain unique tax breaks, and realize liquidity events.


Leveraged ESOP Examples

Security Services · Southeast · National Lender · $200MM value
Security Services · Northeast · National Lender · $95MM value
Defense · Southeast · Local Lender · $55MM value
Technology Solutions · Northeast · Regional Lender · $55MM value
Government Relations · Southeast · Local Lender · $50MM value
Civil Aeronautics · Northeast · Regional Lender · $35MM value
Defense · West · Regional Lender · $30MM value

 
Enroute Computer Solutions GRA 46

 

HEALTHCARE

Private equity alternatives that put medical providers and patients first.


Leveraged ESOP Examples

Specialty Practice · West · Regional Lender · $160MM value
Nursing Care · Midwest · Seller Financing · $125MM value
Health System · Southeast · Regional Lender · $120MM value
Specialty Practice · West · Regional Lender · $90MM value
Home Care · Northeast · Seller Financing · $55MM value
Specialty Practice · West · Local Lender · $40MM value
Home Care · Southeast · Local Lender · $30MM value

 
Healthcare Appraisers Hunters Ambulence Premier Radiology

 

HOSPITALITY & RETAIL

Broad-based talent retention and wealth building benefits for service-oriented companies.


Leveraged ESOP Examples

Restaurant Chain · Northeast · Regional Lender · $115MM value
Home Furnishings · Southeast · National Lender · $95MM value
Wholesale · West · Local Lender · $95MM value
Resort Hotels · West · National Lender · $70MM value
Home Furnishings · Midwest · Regional Lender · $60MM value
Restaurant Chain · Northeast · Seller Financing · $55MM value
Recreational Facilities · Northeast · Local Lender · $45MM value

 
Aqua Aston Hospitality Eureka Farmers Home Furniture

 

MANUFACTURING

Supporting the next generation of American-made industrial companies and workers.


Leveraged ESOP Examples

Energy Services · Southwest · Seller Financing · $720MM value
Service Equipment · Midwest · Regional Lender · $310MM value
Industrial Manufacturing · Midwest · National Lender · $200MM value
Food Processing · Southeast · Local Lender · $160MM value
Industrial Manufacturing · Southeast · Regional Lender · $125MM value
Industrial Manufacturing · Midwest · Seller Financing · $95MM value
Industrial Automation · Southeast · Regional Lender · $95MM value

 
 
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PROFESSIONAL SERVICES

Efficient equity transfers and more responsive incentive packages for high performing teams.


Leveraged ESOP Examples

Marketing · West · Regional Lender · $1.2BN value
Education Management · West · Seller Financing · $50MM value
HR Consulting · Northeast · National Lender · $50MM value
Marketing · Southeast · National Lender · $30MM value
Marketing and Advertising · Northeast · National Lender · $30MM value
Management Consulting · Northeast · Local Lender · $30MM value
Law Practice · Southeast · Regional Lender · $20MM value

59 43 Tier 1 Performance

 

STAFFING & RECRUITING

Building tax-advantaged M&A alternatives for high relative payroll companies.


Leveraged ESOP Examples

Staffing & Search · Northeast · Regional Lender · $220MM value

Specialized Staffing · West · Regional Lender · $115MM value
Specialized Staffing · Midwest · Regional Lender · $60MM value
Specialized Staffing · Northeast · Regional Lender · $40MM value
Staffing & Recruiting · Southwest · National Lender · $30MM value
Executive Recruiting · Midwest · Seller Financing · $25MM value
Specialized Staffing · West · Regional Lender · $20MM value

Burnett Specialists Hamilton-Ryker Penmac Staffing

 

TRANSPORT

Empowering asset-heavy companies to realize the financial and cultural advantages of employee ownership.


Leveraged ESOP Examples

Heavy Transport · Southeast · Regional Lender · $1,360MM value
Charter & Leisure · West · National Lender · $175MM value
Temp-Conrolled Carrier · Northeast · Regional Lender · $150MM value
School Transport · Northeast · Regional Lender · $70MM value
Paratransit · Northeast · Seller Financing · $60MM value
Vehicle Rental · Northeast · National Lender · $35MM value
Material Handling · Midwest · Regional Lender · $25MM value

Consolidated Bus Transit Pioneer Transportation Roberts Hawaii

 

 
 
 

Real Perspectives from CSG Clients

We considered a private equity offer, but an ESOP gave the shareholders more after-tax value. CSG was very smart about what was possible and how to balance the needs of all the parties involved.

Business Services Provider · Founder

I turned to CSG for an ESOP that benefited every one of our employees and allowed us to take money off the table.  I call that a "win-win" for everyone!

Retail Chain · CEO

We had the opportunity to sell the company, but we weren't comfortable with that could impact our employees. We wanted to remain independent and continue our growth. I'm grateful to CSG and for the opportunity to give back to our employees, who have been so critical to our success.

Staffing Firm · President

We could not have achieved our goals with the ESOP transaction without CSG. They brought tremendous expertise, sophistication, and unwavering commitment to the process.

Energy Company · President

The ESOP is exciting for the company and our employees. Our employees always have been and will continue to be the key to our success. None of this could have happened without CSG.

Manufacturer · Chairman

I can’t recommend CSG enough to companies considering an ESOP.

 

Transportation Provider · CEO

 
 

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