Private Equity Profits

Ep 006 Leveraging Employee Stock Ownership

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Larry Kaplan, Managing Director at CSG Partners, LLC. 

Larry has built the nation's leading leveraged employee stock ownership plan (ESOP) practice. His expertise in capital structure and ESOP optimization has led to hundreds of successful liquidity transactions and numerous accolades from industry organizations. He is also the owner of Synergy Capital I, LLC, a broker-dealer that provides corporate finance, liquidity and M&A solutions for private companies. 

Listen to this informative Private Equity Profits episode with Larry Kaplan about identifying risk factors that can lead to permanent impairment of capital.

  • Here are some of the beneficial topics covered on this week’s show:
  • Does ESOP give shareholders more after tax value more than private equity?
  • How to determine whether it's worth exploring an ESOP transaction.
  • Analytics and data that drive the ESOPs recommendations.
  • Employee stock ownership plans and how they are funded. 
  • Operating as industry agnostics.
  • Firm philosophy and culture.


    • Connect with Larry

    Email: [email protected]

    website: https://www.csgpartners.com

    phone: 212 433 5500

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