Legacy Capital Advisors, LLC

 

Overview

Our Approach

Transaction Services

Sell Side Services

Buy Side Services

ESOP Services

Principals

Robert C. Byczek

Kevin R. Keuper

Patrick J. Winters

Warren T. Jacobsen

European Affiliate

Advisory Board

Craig Baskin

Brian Boje

Larry Farver

John Hanak

Jeffrey Wells

Full Sense™ Device

Full Sense™ Device Login

Selected Transactions

Benicorp Financial

Heat Controller

Heritage Park Retirement

Hill & Valley

LWG Consulting

Noble Composites

Pavermodule

Peoplelink

PRO Rehab

Sanus Systems

Tippmann Pneumatics

Wells Cargo

Additional Case Studies

Articles of Interest

Strategic Exit Planning

Buyer's Have Cash

More on Conflicts

Informal Industry Survey

Questions for Your Banker

The Trend is Your Friend

Middle America's View

Middle Market M&A Window

Middle Market M&A Update

Conflicts of Interest

Confidentiality Is Key

Contact Us



Patrick J. Winters is a Managing director of Legacy Capital Advisors, LLC. Mr. Winters has over twenty-four years of financial advisory experience serving clients across a diverse industry base, including: manufacturing, distribution, health care services, insurance, business services, governmental, foods, transportation, printing and packaging.

Mr. Winters has over fifteen years of investment banking experience including Mergers and Acquisitions and Private Placements of Debt and Equity serving a wide variety of both private and public market companies throughout the United States. Additionally, Mr. Winters has provided advisory services to, and participated with, Venture Capital organizations in forming new companies and securing start-up and growth capital for emerging businesses.

Prior to joining Legacy, Mr. Winters worked in the middle market investment banking department of Tucker Anthony, Inc. in Chicago, Illinois. Prior to that, he was a Vice President in the Mergers and Acquisition department of Duff & Phelps, LLC where he, Mr. Byczek and Mr. Keuper worked together and successfully executed many investment banking engagements.

Additionally, Mr. Winters has five years experience in public accounting with Deloitte and Touche in New York and Price Waterhouse in Washington, D.C., where he supervised audit and consulting engagements servicing primarily major financial and governmental organizations.  Mr. Winters received a B.S. in Accounting from Villanova University and a M.B.A. from the Darden Business School at the University of Virginia. Mr. Winters is a Certified Public Accountant.


 

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