Stephen is a Director with Lazear Capital Partners in the firm’s Mergers & Acquisitions and ESOP advisory practices. Stephen takes pride in serving his client’s needs and maximizing value for sellers and their enterprises. His prior work experience includes serving publicly traded and private middle-market clients as an external auditor and more recently serving as a leader on the financial planning & analysis team of a large private aviation company.

He has experience in technical accounting research, enterprise budgeting/forecasting, financial modeling, collective bargaining, and corporate development.

Prior to joining Lazear, Stephen was a finance manager at NetJets Inc., preceded by serving in the Assurance practice at EY.

What do you think is unique about Lazear’s approach to working with clients?

Everyone at Lazear is hyper-focused on serving the interests of our clients and ensuring their personal and business goals are achieved. Lazear delivers bespoke solutions and employs an unmatched team of advisors that are at the disposal of our clients from day one. The firm is a multidisciplinary team of professionals with experience ranging across tax law, M&A, technical accounting, business valuation, estate planning and wealth management (and more). Clients can rest assured, at one of the most pivotal points in their personal and professional journey, that they are working with the best team of advisors in the industry.