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Faculty

Stephen Berman

Managing Director at
CSG Partners, LLC

Experienced advisor to business owners on ESOPs, M&A, and corporate finance matters

Admitted Jurisdictions

New York

Biography

Stephen Berman, is founding member and managing director at CSG Partners, an industry-leading ESOP investment bank. He has over 40 years of extensive finance industry experience – from ESOP advisory to fund management. Steve has structured, financed, and led employee ownership transactions for middle market companies nationwide.

Formerly a Managing Director of Prudential-Bache Interfunding, Inc., the merchant-banking arm of Prudential Securities Incorporated, Steve co-managed an $800 million fund that made private equity and debt investments in leveraged transactions, which closed transactions with aggregate investments and commitments of $1.4 billion. He was also the co-founder of Seaport Capital Inc. and served on the board of directors of Dr. Pepper / Seven-Up Companies, Inc., Leewards Creative Crafts, Inc., Fairmont Communications, and Casfam, Inc


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Professional Memberships

  • FINRA (President, Synergy Capital I, LLC)

    2001

Education

  • New York University

    Master of Business Administration (1976)

  • University of Rochester

    Bachelor of Arts (1974)

1 Course taught by Stephen Berman

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