CSG Partners is an independent investment bank known for advising on employee stock ownership plans, or ESOPs. An ESOP is a qualified retirement plan that invests primarily in the employer’s stock. It allows employees to obtain ownership while giving shareholders a potential path to liquidity. The firm also provides mergers and acquisitions and capital advisory services.
That platform calls for different preparation than you would do for a large, diversified bank. You should understand why a business owner might compare an ESOP transaction with a sale to a strategic buyer or private equity firm. Be prepared to discuss shareholder objectives, valuation, financing, taxes, employee ownership, and the company’s ability to support transaction debt.