Eitan Milstein

Managing Director at CSG Partners

Eitan Milstein is a seasoned investment banking professional currently serving as Managing Director at CSG Partners, LLC, since 2008. CSG Partners specializes in ESOPs, mergers and acquisitions, and capital advisory services, and is recognized for having one of the leading ESOP investment banking practices in the nation. Prior to this role, Eitan held the position of Senior Vice President at GE Commercial Finance from 1994 to May 2008, and previously served as President and CEO at Access Credit Corp. from 1987 to 1995. Earlier in Eitan's career, a role as Vice President at Security Pacific Bank was held from 1981 to 1984. Eitan Milstein holds an MBA from Arizona State University and dual Bachelor's degrees in Economics and Political Science from Tel Aviv University.

Location

San Francisco, United States

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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.


Employees

11-50

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