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Lazear Expands to Omaha Under the Leadership of Managing Director Ty Phillips

Lazear Capital Partners (Lazear), a leading investment bank specializing in ownership transitions through Employee Stock Ownership Plan (ESOP) and M&A advisory services, continues to expand its national footprint with the addition of dedicated leadership in Omaha, Nebraska.

Marking Lazear’s 18th location, this expansion reinforces a national platform built to lead in ownership transitions and serve business owners navigating succession, liquidity, and growth decisions.

Leading Lazear’s presence in Nebraska is Managing Director Ty Phillips. Backed by nearly 30 years of consultative sales experience and more than 15 years in commercial banking, Ty brings a relationship-driven approach and broad financial perspective to his role advising business owners on ESOP ownership transitions.

Most recently, Ty served as Senior Vice President and Business Development Officer with Wells Fargo Commercial Banking. His experience across lending, treasury management, supply chain finance, and structured capital solutions provides valuable insight as owners evaluate succession and liquidity strategies.

“Ty’s commercial banking background and experience working alongside middle-market companies and their advisors make him a valuable addition to our team,” said Bruce Lazear, founding partner at Lazear. “His presence expands our reach in a market where entrepreneurship and community are deeply valued, strengthening our ability to help owners explore ownership transition solutions that align with their goals.”

As more business owners look beyond traditional sales, ESOPs offer a proven, tax-advantaged path to liquidity while preserving operational control, independence, and culture.

“Many business owners have spent decades building successful companies and are looking for transition options that align with both their financial objectives and long-term vision,” said Phillips. “I’m excited to help owners nationwide explore ESOP ownership strategies that can maximize wealth, reward employees, and position their businesses for continued success.”

Ty earned his Bachelor of Business Administration in Business Marketing from the University of North Texas and remains actively engaged in the regional business community.

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, 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

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Founded in 1999, Lazear is a national ownership transition advisory firm specializing in ESOPs and Section 1042 transactions, and mergers and acquisitions.

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