OUR APPROACH
LONG TERM FOCUS
Great companies last beyond their founders. We focus on honoring, preserving and enhancing your legacy. We are focused on long-term, sustainable growth, and will pursue this goal with unrelenting vigor and effort.
INVESTMENT CAPITAL
We are backed by private investors with sufficient available capital to provide sellers with liquidity at closing. Our team has capital ready to invest in the right opportunity and is committed to closing the transaction as quickly as possible, generally within 60 to 90 days.
EMPLOYEE FOCUS
We appreciate the strong employee ties that exist when a business has been in a family for generations or when a company has been nurtured by its founder. We believe that employees are a company’s most valued asset, and that maintaining strong relationships with existing management teams is critical for long-term success.
HIGH STANDARDS
We conduct all transactions with an intense focus on integrity, professionalism and confidentiality. We understand the concerns of privately-held and family-owned business owners. Our management team will ensure the owner experiences a smooth transition and leaves the transaction satisfied with all aspects of the deal.
FLEXIBLE STRUCTURE
We work in partnership with sellers to structure transactions that best meet the seller’s ambitions, lifestyle and estate planning needs. We are open to owners retaining an ongoing equity stake and our continuing involvement with the company.
QUALITY MANAGEMENT
Our operating team brings management and financial experience along with sound, tested leadership skills. The management team will be actively running the business’s day-to-day operations and has a vested interest in the company’s success.
100% Dedication of time,
energy, and resources to a single company
Partner with your current
employees and customers to start growing on day one
Build upon the legacy of your company with current
employees to achieve
sustainable growth while
increasing profitability
Readily available capital
from experienced
operators, entrepreneurs,
and successful investors
to uniquely position the
company for future success
Flexible terms to reach best deal for the seller
Long Term
Subsidiary of a larger entity
Incorporate your business into parent company
Extract most valuable
points of your business
and absorb them into
parent company
Company statements,
unknown to seller
Terms depend on goals of the parent organization
Undetermined
Private Equity
3-5 years on average
Focus
Post-Closing Direct Action
Organizational Goal
Funding
Deal Terms
Time Horizon
Founder Legacy Partners
Founder Legacy Partners Exit vs the Alternatives
Strategic Buyout
One business amongst a larger portfolio
Start looking for another deal to sell the acquired business
Cut costs, add debt, reduce employee count, and position company for exit
Institutions with strict
investment mandates on returning shareholders capital over success. Over
leverage acquisitions to
enhance returns
Pre-refined deal terms to maximize future worth and limit the risk towards the private equity fund