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Josh Goldblatt tapped to Champion Lazear's Southeast ESOP and M&A Advisory Initiatives

Lazear is pleased to announce that Josh Goldblatt has been appointed to oversee the company's advisory services across the Southeast, with a focus on the Carolinas.

"We are excited to leverage Josh’s extensive knowledge of the unique

challenges and opportunities that companies face in the region, ensuring our clients continue to receive the best possible outcomes for their financial and personal goals," stated Lazear Partner, Ted Lape. He went on to say, “Josh’s vast experience working with founders, CEOs and CFOs across the Southeast well-positions him to advise clients as they think about ownership transition planning.”

Goldblatt, who is based in Charlotte, North Carolina, brings over twenty years of experience to the Lazear team. He has successfully collaborated with public and private businesses across the Southeast, providing comprehensive corporate finance expertise and debt capital solutions. Additionally, he will be able to leverage his background in transaction underwriting and M&A finance.

Lazear, headquartered in Columbus, Ohio, provides Employee Stock Ownership Plan (ESOP) Advisory and sell-side engagements to closely held companies with revenues starting at $25MM and up. The firm serves clients nationwide, with offices in Cleveland, Columbus, Detroit, Pittsburgh, Charlotte, Atlanta, Dallas-Fort Worth, Houston, Phoenix, and California. For more information, please visit

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