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


Warren Jacobsen has over twenty five years of experience working with owners of both publicly and privately held corporations.  His background has covered the full range of advisory engagements including private placements, merger/acquisition advisory, and origination of middle market buyouts as well as valuation of equity interests and intangible assets for transaction analysis, tax planning, and litigation support.  Mr. Jacobsen has written and lectured on a variety of corporate finance topics and has testified as an expert witness in valuation disputes.

Prior to Legacy, Mr. Jacobsen was Managing Director of Valuemetrics Capital, LLC where he was responsible for the firm wide investment banking activities including fairness opinions, merger/acquisition advisory and private placements. Additional advisory experience has included a Chicago based private equity firm responsible for acquiring and managing middle market manufacturing companies, and valuation advisory experience with Arthur Andersen & Co. and Arthur D. Little, Inc.  
                       
Mr. Jacobsen received his Bachelor of Science, Civil Engineering from Valparaiso University and a Master of Business Administration, Finance from Loyola University.

 
 
 
 
 
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