CSG Partners
Richard Harmon is a seasoned finance professional with extensive experience in investment banking and financial consulting. Currently serving as Managing Director at CSG Partners, LLC since September 2011, Richard specializes in ESOPs, mergers, acquisitions, and capital advisory services, successfully closing over $2 billion in ESOP transactions in the past five years. Prior to this role, Richard founded and led BackOffice Support Services, Inc. as CEO from 1998 to 2014, offering part-time CFO and financial consultancy services. Earlier in their career, Richard founded TeamAlliance Technology Partners, LP, providing IT consulting for Fortune 500 clients, and served in various financial roles, including Chief Financial Officer at CDC & Affiliates and Financial Systems Consultant at Richard Harmon, CPA. Richard began their career at PwC as a Senior Accountant, contributing to auditing and consulting engagements. Richard holds a B.S. in Business Administration with a focus on Accounting from the University of Southern California.
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.