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Succession and exit planning is highly personal, that's why our trusted advisors

guide you through every step of the way to ensure maximum value for all involved.  

 

Ask us how to sell a business.

Practice Areas

At Lazear Capital Partners our services are as diverse as our team. However, no matter what

services we provide your company, our ultimate objective is to help you achieve your long-term objectives.

Lazear Capital provides a range of financial advisory services to clients involved in mergers and acquisitions, restructurings, debt and equity transactions and other complex situations requiring sophisticated financial expertise.

In the right circumstances, Employee Stock Ownership Plans (ESOPs) are an ideal exit strategy for owners. They provide tremendous tax advantages, a way to engage the employees and provide them with wealth, while enabling the selling shareholders to continue to run the business or to remain as active as they desire.

For under-performing or distressed companies, survival demands a clear path to results, and the leadership to ensure the path is taken.

Lazear Capital's Corporate Finance Group provides financial advisory services to middle market businesses, working closely with clients to devise the appropriate capital structure to support their ownership requirements and growth strategies.

Using the same investment techniques that help our clients succeed, Lazear Capital's Merchant Banking Division invests the firm's own capital in a broad range of companies. 

We have been engaged in formulating transactional solutions to complex litigation since our inception in 1999. We work closely with your legal team to create and implement business-driven solutions to litigation problems, including obtaining the necessary financing.

Lazear Capital Completes ESOP Transaction for Utility Technologies International Corporation

UTI sells to an ESOP

“Utility Technologies International Corporation (UTI), a complete service provider to the natural gas pipeline industry, is pleased to announce the sale of 100% of the Company to an Employee Stock Ownership Plan (ESOP) Trust. Lazear Capital Partners, an investment banking firm in Columbus, Ohio, was engaged to arrange the transaction and serve as the Company’s exclusive financial advisor. 

 

As the selling shareholders, led by majority shareholder Dick Dickerson, contemplated succession planning they learned about the ESOP solution as a way to not only capitalize on their investment but ensure the cultural legacy of the Company. With several shareholders staying on as members of management, the Company felt it was imperative to consider an option that best allowed the company to continue to grow organically.  “Lazear was able to break down the perceived complexity of an ESOP transaction to help us appreciate the benefits...Read more

 

Make Your Dreams a Reality

Contact us directly at 614-221-1616 to begin making your business succession plans come true. 

401 North Front Street | Suite 350
Columbus, Oh  43215