CSG Partners | ESOP Advisors Employee Directory

Investment BankingNew York, United States11-50 Employees

CSG Partners | ESOP Advisors is an investment banking firm focused on employee stock ownership plans (ESOPs) for closely held, private and family-owned companies. Founded in 2000, the firm guides clients through ESOP formation, including analysis, capital raising, and closing, and it positions itself as the nation’s leading leveraged ESOP practice. Headquartered at 40 Fulton Street, 6th Floor, New York, NY 10038, the company employs 11-50 people. Its team includes former entrepreneurs and CEOs alongside bankers, attorneys, and accountants, providing practical experience for ESOP stakeholders, and the firm has reported revenue in the range of $25 million to $50 million. Recent activity includes an expanded post-transaction services suite and Minnesota office expansion announced in 2026, along with adding directors in Texas and Illinois.

Find CSG Partners | ESOP Advisors employees' phone numbers or email addresses

CSG Partners | ESOP Advisors Global Highlights

Location
Employees

North America
71

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  • United States Of America
    70
  • Canada
    1

Europe
1

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  • France
    1

CSG Partners | ESOP Advisors's Leadership

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    J. B.
    Cmo
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    M. S.
    Cfo & General Counsel
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    L. K.
    Managing Partner
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    D. S.
    Vice President
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    J. M.
    Director Of Business Development (west)
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    S. J. B.
    Managing Director
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  • Stylized image of a person
    M. N.
    Director Of Business Development
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  • Stylized image of a person
    T. W.
    Director Of Business Development
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CSG Partners | ESOP Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Accounting
  • Arts & Design
  • Business Development
  • Other
  • Operations
  • Legal
  • Consultant

Contact profiles from CSG Partners | ESOP Advisors

Name
Title
Contact Info
Location
Last Update
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    D. P.
    Director Of Business Development
    Phone icon
    United StatesNew York
    Feb 23, 2024
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    H. G.
    Managing Director
    Phone icon
    United StatesNew York
    Oct 22, 2024
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    J. L.
    Director Of Property Management
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    Oct 23, 2024
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    L. K.
    Managing Director
    Phone icon
    UNITED STATES
    Jul 03, 2024
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    L. C.
    Controller
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    Oct 16, 2024
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    M. M.
    Director
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    May 06, 2024
  • Stylized image of a person
    S. T.
    Managing Director
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    United StatesWisconsin
    Dec 09, 2025
  • Stylized image of a person
    S. M.
    Executive Assistant / Office Manager
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    United StatesNew York
    Mar 24, 2026
  • Stylized image of a person
    J. F.
    Property Manager
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    Oct 16, 2024
  • Stylized image of a person
    J. H.
    Property Assistant & Manager
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    United StatesMaryland
    Oct 23, 2024

Frequently Asked Questions

What is CSG Partners | ESOP Advisors known for?

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CSG Partners | ESOP Advisors was founded in 2000 operates in the Investment Banking industry. The company's main headquarters is located in 40 Fulton Street 6th Floor New York, New York 10038 United States; you can contact the main corporate office by phone at . Explore CSG Partners | ESOP Advisors's company overview page for more information.

What is CSG Partners | ESOP Advisors's most common email format?

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CSG Partners | ESOP Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more CSG Partners | ESOP Advisors email formats with LeadIQ.

How many employees does CSG Partners | ESOP Advisors have currently?

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CSG Partners | ESOP Advisors has approximately 48 employees as of May 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are CSG Partners | ESOP Advisors's key employees and leadership?

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As of May 2026, CSG Partners | ESOP Advisors's key employees include:

  • Cmo: J. B.
  • Cfo & General Counsel: M. S.
  • Managing Partner: L. K.
  • Vice President: D. S.
  • Director Of Business Development (west): J. M.

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