At Lazear, Josh partners with middle-market and mid-corporate business owners to explore ESOP transactions as a path for ownership transition. He works with owners to structure and finance transactions that maximize liquidity, preserve independence, and align long-term incentives while helping them navigate complex decisions with clarity and confidence.

Josh leads Lazear’s Baltimore market, working closely with business owners across Maryland while supporting clients nationwide. He brings a consultative, data-driven approach to evaluating ESOP feasibility and preparing companies for transition, with a focus on long-term outcomes for both owners and employees.

With a background spanning Truist, JPMorgan Chase, and PNC, Josh has advised privately held companies on ESOP transactions, capital markets solutions, and treasury optimization. His experience working with financial sponsors, private equity groups, and institutional capital providers provides a well-rounded perspective on capital structure and transaction execution.

A Maryland native, Josh remains actively engaged in the regional business community.

Thinking about what’s next for your business? Connect with Josh to explore an ESOP strategy that maximizes value and preserves what you’ve built.