CSG Partners
Garrett Kremer is currently an Analyst at CSG Partners | ESOP Advisors, having started in September 2023. Previous experience includes a Trading Desk Co-Op role at Amundi US from January to June 2023 and a Wealth Management Intern position at Commonwealth Financial Network from May to July 2022, where Garrett presented investment research to senior vice presidents and developed model investment portfolios. Additional roles include Fund Accountant Co-Op at BNY Mellon, Building Supervisor and fitness-related positions at Northeastern University, and a Search Fund Analyst at Bondcliff Partners. Educational background includes a Bachelor of Science in International Business and Finance from Northeastern University, with further studies at prestigious institutions like the University of Cambridge and Nanyang Technological University Singapore.
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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.