Lazear Capital Partners (Lazear) announced a series of promotions that reflect the firm’s continued growth and a belief in building leadership from within. The newly promoted team members play critical roles in supporting business owners nationwide through complex ESOP transition strategies.
“These promotions reflect the depth of talent across our firm and the role these individuals play in achieving client goals,” said Partner Mike Morosky. “Trust and close coordination with clients and partners are central to how our team achieves successful transactions.”
Promoted to Senior Director
Brad joined Lazear in 2024, following experience in middle-market private equity, transaction advisory, and Big Four public accounting. His background includes supporting investment evaluation and portfolio company initiatives, buy-side and sell-side due diligence for middle-market M&A transactions at RSM US LLP, and public accounting experience at KPMG LLP, where he worked on complex financial statement audits for a Fortune 100 company. He holds a Master’s in Accounting from The Ohio State University Fisher College of Business and a bachelor’s degree from Wittenberg University.
Robby joined Lazear in 2023 with experience in corporate finance and management consulting with JPMorgan Chase, Charles Schwab, and PwC Advisory, gaining broad experience across financial analysis, strategy, and operations. Robby earned a bachelor’s degree in Finance from Miami University and an MBA from Georgetown University.
Stephen joined Lazear in 2024 and also serves as Managing Director for Lazear’s M&A practice, where he leads sell-side engagements across a range of industries. Prior to Lazear, he served as Vice President in the investment banking division at Goldman Sachs, advising public and private companies on sell-side and buy-side transactions. His experience also includes corporate M&A execution at a Fortune 500 company and structured finance experience at PwC. Stephen earned a bachelor’s degree in Finance from The Ohio State University and holds the Chartered Financial Analyst (CFA) designation.
Promoted to Director
Megan joined Lazear in 2023, bringing a strong accounting and advisory background supporting middle-market companies across manufacturing, distribution, real estate, and construction. Her experience includes acquisition accounting, technical accounting research, audit services, and international work with privately held firms. She earned a bachelor’s degree in Accounting from Miami University’s Farmer School of Business and holds a CPA license in Ohio.
Jake joined Lazear in 2023 with a background in healthcare finance, supporting transactions across senior living, long-term care, and hospital systems. His experience includes structured finance and middle-market banking. He earned bachelor’s degrees in Mathematics and Economics from Youngstown State University and a master’s degree in Finance from Case Western Reserve University, where he graduated summa cum laude.
Paige joined Lazear in 2025 with experience across M&A, private equity, and corporate finance, including work leading transactions from diligence through integration and supporting financial strategy and capital planning for operating businesses. She earned a bachelor’s degree in Finance, summa cum laude, from Miami University’s Farmer School of Business.
About Lazear
Lazear is a premier middle-market advisory firm specializing in business ownership transitions nationwide. Headquartered in Columbus, OH, with a growing presence, the firm is dedicated to helping business owners maximize wealth and preserve legacies through customized exit strategies, including ESOPs and 1042 tax solutions, M&A, and capital formation.
To learn more, visit www.lazearcapital.com and follow Lazear on LinkedIn.
Media Contact
Katherine Koon
Marketing Director
kk@lazearcapital.com
614-502-1411
