Succession Planning

We search for, acquire and operate profitable businesses by partnering with business owners to transition their legacies to the next generation. With our permanent private capital, we operate without artificial time constraints or pressures. We focus on long-term growth and operational improvements for the benefit of all stakeholders. We partner with people we trust and with businesses that are a good "fit" for all parties.

Recapitalizations

We specialize in creating a liquidity solution for you in the form of a recapitalization. The ‘recap’ gives us the flexibility to build a transaction around your needs and retain one of the company’s most important assets: you. In these situations, LEGACY will acquire a majority ownership position in your company while you retain substantial equity in the business. Through this structure, we create a financial and strategic partnership to take the company forward.

Management Buy-outs

We prefer situations where the seller and/or management team with a proven track record is willing to retain a meaningful equity stake. We strongly believe that establishing a structure in which both investors and key managers share a common ownership vision, and are motivated to maximize value, is critical to achieving superior return on investment