CSG Partners
Daniel Gluck currently serves as an Investment Banking Analyst at CSG Partners | ESOP Advisors, a position held since July 2023, after completing an internship with the same firm in the summer of 2022. Daniel has demonstrated leadership as President of Alpha Sigma Phi Fraternity from December 2020 to December 2021 and showcased organizational skills as a Trip Leader at Overland Summers in 2021. Earlier work experience includes a role at Competition Pools in 2020. Daniel holds a Bachelor's degree in Finance and Supply Chain Management from the University of Wisconsin-Madison, where enrollment occurred from 2019 to 2023, and also has international academic experience from Copenhagen Business School in early 2022. Daniel graduated from Ridgewood High School in 2019.
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CSG Partners
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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 nationally-recognized team of 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.