Legacy Capital Advisors, LLC provides a premier level of Merger and Acquisition advisory services to closely-held, middle market companies. We utilize proven, unique, innovative processes to help our clients attain maximum value from Merger & Acquisition transactions, while maintaining confidentiality and minimizing business disruption.
Our principals have worked together as a team for over 25 years, and since our formation in 2001, Legacy has provided our clients with over $3 billion of liquidity. We have represented and advised business owners across a wide variety of industries including manufacturing, distribution, health care providers, business services, and consumer product companies.
Legacy Capital has an international reach affording our clients the ability to find buyers and investors around the world. Our clients receive counsel from a team of experienced advisors who dedicate themselves to exclusively representing the needs of closely held businesses. We limit our practice to Merger & Acquisition related services for closely-held companies, thereby avoiding the conflicts of interest which are inherent at large investment banks and regional brokerage firms.
As you can see from the quotations from our former clients, Legacy continues to provide an unparalleled level of service, commitment, expertise and results.
Legacy Capital Advisors, LLC is unique, both in our capabilities and our approach to providing Merger & Acquisition services. Legacy only represents closely-held (typically, family-owned) businesses. Many other investment banks have potential conflicts of interest, due to the fact that the majority of their revenue comes from the acquirors of middle market businesses.
First, due to our international reach and relationships, Legacy Capital is able to contact the strongest acquirors on behalf of our clients. During the last three years, foreign acquirors bid on over 30% of our clients' transactions. Our ability to effectively tap international markets benefits our clients with higher transaction values.
Second, our Managing Directors conduct all phases of the engagement. They are not merely "part of the team" or "actively involved" with the transaction. Most Investment Banks use junior people to execute many key aspects of the engagement. Our Senior Partners roll up their sleeves and execute each step of the assignment, from designing a marketing strategy to contacting all potential counterparties, negotiating agreements and closing the deal.
Third, Legacy Capital does not believe in a "one size fits all" approach. Our multi-tiered approach has provided our clients with very strong values and transaction terms, all while maintaining a high level of confidentiality. We evaluate each client's engagement, then recommend and implement strategies tailored to meet their needs. Our process is designed to maximize value and confidentiality while minimizing business disruption to our clients.
Finally, without the conflicts or encumbrances other Investment Banks face, Legacy’s Managing Directors have the gravitas, reputation, and standing to directly contact the CEO’s, Chairmen, and other key decision makers of the companies which should have an interest in acquiring our clients.
Legacy Capital Advisors has partnered with International middle market investment banks in order to provide an exceptional level of expertise and placement capability when there are strong international acquirors for our clients. As with Legacy Capital, the principals of these banks are senior deal makers who provide hands on attention to every client’s need.
Our international partners have an outstanding reputation and a very high level of experience in all facets of transaction negotiation. Legacy partnered with these firms because of their integrity, their lack of conflicts of interest, their multilingual capability (the principals speak English, French, German, Spanish, and Mandarin), as well as their transaction acumen.