“Lazear Capital really helped us understand the power of the ESOP and what it would do for our employees. They ensured we received a full, fair value with the best bank financing available. They exceeded our expectations." -  D. Dickerson, Utility Technologies Corporation

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Founded in 1999 by industry-leading succession planning professionals, Lazear Capital specializes in sell-side transactions with a focus on Employee Stock Ownership Plans (ESOPs) for companies across 
the United States.

 

DEEP EXPERTISE + CREATIVITY
We bring a goal-driven approach to succession planning that combines our deep expertise with creativity energy for innovative solutions that drive goal fulfilment for our clients.

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MULTIDISCIPLINARY APPROACH 
Our multidisciplinary approach integrates attorneys, CPAs, tax structuring experts, CFAs, ABVs, commercial bankers, and MBAs to deliver sustainable outcomes.

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GOAL-FOCUSED

The Lazear Capital Team is here to deliver insightful strategies for succession planning, with a focus on fulfilling both financial and personal goals of our clients. We pair our creativity with our expertise to execute sophisticated transactions that solve our clients' challenges and achieve the goals they set for the future.