CSG Partners
Jeffrey Kaplan is a seasoned professional with extensive experience in business development and production, currently serving as a Producer at Acrisure since June 2006 and as a Business Development Specialist at CSG Partners since January 2014. Kaplan held the position of Partner in Business Development at Focus Pension from August 2012 to December 2018, contributing to third-party administration for retirement plans. Previously, Kaplan owned Caring Concepts, a provider of specialty healthcare apparel, from January 1998 to May 2005, and served as Vice President at Banner Industries of New York from September 1991 to December 1998, specializing in private label clothing manufacturing. Kaplan holds a Bachelor of Arts in International Relations from Syracuse University, graduated in 1991.
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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.