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Andrew Nikolai
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Work Experience
Feb 2021 - Present · 3 years and 10 months
Vice President
Feb 2023 - Present · 1 years and 10 months
Associate
Feb 2021 - Present · 3 years and 10 months
CSG Partners
Analyst
Feb 2018 - Feb 2021 · 3 years
Company Details
Since 2000, CSG Partners has helped closely-held companies realize the unique benefits of employee stock ownership plans (ESOPs). Today, we're recognized as the nation’s leading leveraged ESOP practice. Private and family-owned companies seeking shareholder liquidity, tax relief, and employee benefits turn to our advisors. We’ve guided hundreds of clients through the ESOP formation process, from analysis, through capital raising, to closing. We are focused on a company's goals. While shareholder liquidity and tax efficiencies are part of the equation, the stakeholders in an ESOP are just as concerned about employee welfare and the legacy of the business. We understand the needs of clients and their advisors because we’ve walked in their shoes. In addition to former commercial bankers, attorneys, and accountants, our team of ESOP specialists includes former entrepreneurs and CEOs. That practical experience, combined with CSG Partners’ thought leadership and extensive analytical process, provides insights and strategies that drive desired outcomes for all stakeholders. Our team has been recognized by leading publications and organizations with over 40 Firm & Deal of the Year honors in the past decade alone.
Year Founded
2000
Social Media
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Industry
Investment Banking
HQ Location
40 Fulton Street 6th Floor New York, NY 10038, US
Keywords
Mergers and AcquisitionsCapital AdvisoryInvestment BankingM&AFinancial ServicesESOPEmployee Stock Ownership PlansEmployee Ownership
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