CSG Partners
Maxwell Shen is an Investment Banking Analyst at CSG Partners | ESOP Advisors, specializing in M&A and ECM with a focus on Infrastructure, Energy, and Transportation. Prior to this role, Maxwell served as an Investment Banking Analyst at Crédit Agricole CIB and completed a summer analyst position at the same firm. Earlier experience includes an Asset Management Internship at OZE Capital, where investment evaluations and financial modeling were conducted, and a Private Tutor role at Joannes Lab, leading to significant academic improvements for students. Additional experience encompasses a Data Science Internship at Nationwide, focusing on user interface enhancements and regulatory compliance, as well as a Sales Associate position at 5 Guys Inc. Maxwell holds a Bachelor's degree in Finance from Rutgers Business School.
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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.