CSG Partners Advises on ESOP Transaction and Credit Facility for Output Services Group, Inc.

Mar 11, 2014, 06:30 ET from CSG Partners, LLC

NEW YORK, March 11, 2014 /PRNewswire/ -- CSG Partners, LLC, the New York-based boutique investment bank, served as the exclusive financial advisor to Output Services Group, Inc. ("OSG") in connection with the formation of its Employee Stock Ownership Plan (ESOP), and the sourcing and negotiation of the company's credit facility to finance the ESOP and support growth opportunities. 

"It was a privilege to advise OSG on the formation of the ESOP and its new credit facility," said Stephen Berman, a Managing Director at CSG Partners who led the transaction.  "The company is now positioned for long term growth and it was very rewarding to see them achieve this groundbreaking milestone. At its core, the ESOP is a unique combination of a qualified retirement plan and a tool of corporate finance. Its advantages are substantial. CSG was an excellent advisor, and we are excited about the opportunity to move forward and now more aggressively pursue our growth initiatives" said OSG CEO Scott Bernstein. "


CSG Partners, LLC is a boutique investment bank specializing in ESOPs, mergers and acquisitions, and capital advisory services for middle-market companies. Our clients have spanned the full middle-market spectrum, with values ranging from $10 million to $600 million. Founded in 2001, the firm has built a reputation of having the nation's preeminent ESOP investment banking practice. The firm has closed over 140 ESOP transactions for companies with an aggregate value exceeding $9 Billion. CSG Partners operates from offices in New York and San Francisco. More information on the firm can be found at www.csgpartners.com, LinkedIn, and Twitter.


OSG is a next generation business technology partner providing integrated multi-channel customer communication solutions through a state-of-the-art processing environment. OSG offers comprehensive and flexible solutions, including electronic billing and statement services, document print and mailing, and a suite of progressive marketing tools.  

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