OUR LOCATIONS
Austin & San Antonio, TX
Serving Austin and San Antonio, Texas, and the surrounding Central Texas region.
Local Market Leader
Tommy Shulte
Director
Expertise:
Market Leader – Austin/San Antonio
Education:
MPA, Public Administration, Sam Houston State University
B.A., Political Science, Texas A&M University
We are your ownership transition partner, specializing in Employee Stock Ownership Plans and Mergers & Acquisitions
We help business owners make goal-focused financial choices that not only maximize wealth but also honor their
personal and financial vision for the future.
Since 1999, we’ve helped hundreds of clients maximize their wealth
Warehouse Management
100% ESOP Sale
Columbus, OH
Distributor
100% ESOP Sale
Canton, OH
Consumer Home Furnishings
100% ESOP Sale
Norwalk, OH
IT Professional Services
100% ESOP Sale
Columbus, OH
Electrical Contractor
100% ESOP Sale
Columbus, OH
Meet Our Experts
To best serve our clients, we’ve built a multidisciplinary team, integrating attorneys, CPAs, tax structuring experts, Chartered Financial Analysts, ABVs, commercial bankers, and MBAs to ensure we deliver a comprehensive transition plan that leaves no detail unaddressed.
- Managing Director
- Director
- Managing Director, Mergers & Acquisitions
- Managing Director
- Managing Director
- Managing Director, Mergers & Acquisitions
Expertise & Impact
What
Our Clients
Are Saying
“Lazear Capital quarterbacked this whole thing. I was busy running my business, so they were careful not to overload me. Instead, they slowly pieced it out so I could absorb it as we went along.”
MARSHALL RYAN, UST Founder
UNIFIED SERVICES OF TEXAS, INCORPORATED (UST)
“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, UTI Founder
UTILITY TECHNOLOGIES INTERNATIONAL CORPORATION
“The Lazear team were exceptional at understanding our unique business needs and finding a partner to help us execute on our growth prospects. The Lazear Capital team went above and beyond expectation in their commitment to finding us a partner that would safeguard Wimsatt's legacy of service.”
BOB HOFFMAN, Former majority owner
WIMSATT BUILDING MATERIALS
“Through conversations with the Lazear team, we arrived at a wonderful option that maintained our culture and allowed Belden Employees to become owners through an ESOP. Knowing the transitions would feel seamless to our customers was crucial. Our employee owners that will carry on the tradition of great products to the building, masonry, and landscape industry in Michigan.”
TODD BELDEN, 5th generation family-owner
BELDEN BRICK AND SUPPLY
About our location
Since 1999, business owners have trusted Lazear to guide one of the most important decisions they’ll ever make—ownership transition. As one of the nation’s largest and leading ESOP advisory firms, Lazear has helped hundreds of privately held companies successfully transition ownership while maximizing value, preserving legacy, and creating lasting impact. Our proprietary Section 1042 tax solutions further differentiate our approach, helping qualifying business owner clients save billions in capital gains tax through ESOP transactions.
Based in the Austin/San Antonio region, Tommy Schulte serves privately held companies throughout Central Texas. Our team frequently works with business owners in Austin, San Antonio, Round Rock, New Braunfels, Georgetown, Cedar Park, Leander, San Marcos, Temple, Killeen, Waco, College Station, Bryan, and surrounding communities, providing local guidance on ESOPs, Section 1042, and mergers and acquisitions, backed by the experience and resources of a nationally recognized advisory firm.
Contact Us
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