Lazear Capital Partners (Lazear), a nationally recognized investment banking and ownership transition advisory firm, announced the appointment of Dan Gusty as Vice President of Sales and Marketing.
In this leadership role, Gusty will lead the firm’s market strategy and business development initiatives, partnering closely with Market Leaders nationwide to expand Lazear’s presence in key markets, cultivate strategic partnerships, and create new opportunities to support business owners and their advisors.
Gusty joins Lazear after serving as Managing Director of the Central Ohio Market and a shareholder at Johnson Investment Counsel, where he led the firm’s merger and acquisition strategy for entrepreneurs and family-owned businesses. Throughout his career, he has advised business owners on integrating investment management, tax optimization, estate planning, and exit planning into comprehensive ownership transition strategies.
Before joining Johnson Investment Counsel, Gusty served as Vice President and Senior Wealth Strategist at Hawthorn, PNC’s family office group, following earlier leadership roles at PNC Wealth Management. He holds a Master of Accounting and Bachelor of Science in Finance from The Ohio State University and is a CFP® professional, Certified Exit Planning Advisor (CEPA®), and formerly practiced as a Certified Public Accountant.
“Dan has spent his career helping business owners navigate some of their most important financial and personal decisions,” said Ted Lape, Partner at Lazear. “His trusted relationships with business owners and advisors, combined with his ability to understand each owner’s long-term goals and translate them into thoughtful ownership transition strategies, make him an outstanding addition to our leadership team. I’m looking forward to working closely with Dan as he builds on his experience, deepens his expertise in the ESOP marketplace, and helps expand our reach while serving business owners across the country.”
Gusty’s appointment reflects Lazear’s continued investment in strategic growth and its commitment to providing business owners with comprehensive ownership transition solutions. Since its founding in 1999, the firm has grown to 19 locations nationwide, advised on more than 350 ownership transition transactions, and helped business owners preserve more than $1 billion in capital gains taxes through its proprietary Section 1042 tax solution.
“I’m excited to join Lazear and be part of a team that shares my passion for helping business owners achieve their long-term goals,” said Gusty. “Lazear has built an outstanding reputation for delivering thoughtful, client-focused ownership transition solutions, and I look forward to helping expand that impact while building on the strong relationships the firm has established across the country.”
About Lazear
Lazear Capital Partners is a nationally recognized investment banking and ownership transition advisory firm serving middle-market businesses. The firm specializes in Employee Stock Ownership Plans (ESOPs), proprietary Section 1042 tax strategies, and mergers and acquisitions.
Since 1999, Lazear has advised on more than 350 ownership transition transactions and expanded to 19 locations nationwide. Through its multidisciplinary team of CPAs and CFA Charterholders, attorneys, valuation professionals, and transaction advisors, Lazear helps business owners maximize value while preserving their legacy.
To learn more, visit www.lazearcapital.com and follow Lazear on LinkedIn.
Media Contact
Katherine Koon
Marketing Director
kk@lazearcapital.com
614-502-1411
