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Recent ESOP Transactions Advised by Lazear: March 2026

Recent ESOP transactions advised by Lazear Capital Partners reflect business owners across the country pursuing ownership transition strategies designed to maximize wealth, preserve legacy, and maintain independence and culture.

The transactions below span multiple industries and regions nationwide, demonstrating the continued role ESOPs play in succession planning, liquidity, employee retention, and long-term company continuity. To respect client confidentiality, company names are not disclosed.

March 2026

Industrial Equipment Supplier | Florida
Global provider of customization equipment, supplies, and training serving businesses across embroidery, printing, and specialty decoration.
 
Concrete Contractor | Georgia
Concrete contractor providing turnkey commercial and infrastructure services nationwide for over three decades.
 
Glass Fabricator | Michigan
Manufacturer and distributor of glass and glazing solutions serving commercial and residential markets with a full suite of in-house fabrication capabilities.
 
Forest Products Distributor | South Dakota
Full-service lumber remanufacturing and distribution company operating globally in lumber distribution and wood imports.
 
Tobacco Manufacturer | Florida
Multi-brand tobacco company with a long-standing heritage and global distribution spanning more than 25 countries.
 
Industrial Services Contractor | Michigan
Multi-skilled trades contractor that provides maintenance and mechanical services to industrial and commercial customers.
 
Flooring Manufacturer | Ohio
Specialty flooring manufacturer with a national footprint serving commercial construction and design markets.
 

Let’s talk ESOPs

As the national leader in ESOP and 1042 advisory, we help business owners nationwide achieve outcomes that outperform traditional exit paths:

  • Sell at full and fair value, tax-free

  • Maintain operational control of a federal and state tax-free company

  • Retain and reward key talent

  • Preserve independence and company culture

If you are evaluating an ESOP or beginning to plan an ownership transition, our team can help you understand what is possible and how to structure the right path forward.

Connect with Lazear Capital Partners to start the conversation.

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The Unlock by Lazear is a monthly newsletter designed to share helpful insights and tips on how to accomplish succession planning goals, connect the dots between exit strategy and healthy team culture, and how to capitalize on tax planning opportunities.

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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