Glenn Shorey

Nashville, TN

Glenn Shorey

Managing Director · Nashville Market Leader

ESOP, Section 1042, and M&A advisory for middle-market business owners navigating ownership transition and succession planning.

ESOP Advisory Section 1042 M&A Commercial Banking Healthcare Lending

About

Glenn is a Managing Director at Lazear Capital Partners, leading the firm's Nashville office and advising business owners nationwide on ownership transition, ESOPs, Section 1042 strategies, and mergers and acquisitions. He joined Lazear in November 2024 to extend the firm's coast-to-coast ESOP and succession planning capabilities into Middle Tennessee.

Glenn brings more than 30 years of financial services experience, including two decades in commercial and corporate banking. After building his career in New England — earning an MBA in Finance from Suffolk University's Sawyer Business School and a B.A. from the University of Massachusetts — he relocated to Nashville, where he has served local business owners and healthcare providers for more than 15 years.

His Nashville banking career spans Bank of America, where he spent more than a decade as a commercial client manager; Capital Bank, where he served as Senior Vice President prior to its acquisition by First Horizon; and JPMorgan Chase, where he was Executive Director of Middle Market Healthcare. At Oakworth Capital Bank, he served as Managing Director of Commercial Banking for Middle Tennessee, helping establish the bank's Nashville-area commercial presence and advising owners beyond traditional lending relationships.

Glenn helps middle-market companies navigate complex financial and strategic decisions, guiding owners and management teams toward successful outcomes that honor their vision and secure their legacy.

30+
Years in Finance
15+
Years in Nashville
20+
Years in Banking

Career Experience

Nov 2024 – Present
Managing Director, Nashville Market Leader
Lazear Capital Partners
Oct 2020 – 2024
Managing Director, Commercial Banking
Oakworth Capital Bank · Middle Tennessee
2.5+ Years
Executive Director, Middle Market Healthcare
JPMorgan Chase & Co.
Senior Vice President
Capital Bank (acquired by First Horizon)
10+ Years
Vice President, Client Manager
Bank of America

"Joining Lazear Capital is an incredible opportunity to bring meaningful impact to business owners in Nashville and beyond. I am excited to leverage our ESOP Advisory and ownership transition expertise to help Nashville business leaders navigate their paths forward in a way that honors their vision and secures their legacy."

— Glenn Shorey

Advisory Services

ESOP Advisory

Employee stock ownership plan design and execution for middle-market companies seeking a thoughtful ownership transition.

Section 1042

Tax-deferred rollover strategies for selling shareholders, maximizing wealth while preserving company legacy.

Mergers & Acquisitions

Buy-side and sell-side M&A advisory for owners evaluating strategic alternatives and exit opportunities.

Ready to explore your ownership transition options?

Glenn and the Lazear team help business owners across Nashville and nationwide navigate ESOPs, Section 1042 transactions, and M&A.

Contact Glenn Shorey