CSG Partners
Patrick Fallon is a seasoned financial executive with extensive experience in the banking sector. Currently serving as Managing Director at CSG Partners, LLC since 2013, Patrick previously held the position of President - Commercial Market at First National Bank of New York from 2009 to 2012, where Patrick was instrumental as a founding member in raising capital and securing regulatory approval for the acquisition of Madison National Bank. Prior to that, Patrick spent over three decades at JPMorgan Chase from 1973 to 2009, rising to the role of Senior Vice President/Managing Director and successfully managing a $2B+ credit portfolio with zero charge-offs over a 15-year span while leading multiple teams in Lower Manhattan, Staten Island, and Brooklyn.
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.