Legacy Capital

Professional. Experienced. Dedicated.

Who We Are

We’re Legacy Capital

Legacy Capital offers unparalleled investment banking services to private companies, specializing in mergers and acquisitions, private placements, business valuations and financial consulting. Our experienced team of professionals is dedicated to providing comprehensive representation and advisory services across a broad range of industries. We create solid relationships with our clients through personalized service and by delivering exceptional results. Legacy Capital was founded in 1994 and is based in New Orleans, Louisiana.

Legacy Capital is a registered member of FINRA, SIPC, and the Louisiana Office of Financial Institutions, Securities Division.

What We Offer

Our Services

Mergers & Acquisitions

Legacy assists companies in the sale of the majority or all of the equity or assets of a business. We strive to obtain the best possible terms for the selling shareholders by devising a selling process tailored to meet their specific goals and needs. We emphasize selecting the “right” buyer, who will consider the interests of management.

Private Placement

We assist private companies in raising equity from private equity & venture capital firms. Entrepreneurs interested in raising private capital for start-up ventures or early-stage companies can take advantage of exemptions from state and federal registration processes through a private placement offering.

Financial Consulting

Legacy provides valuation studies in connection with the contemplated sale of a company, a potential acquisition, a recapitalization or reorganization, or an evaluation of capital needs and sources. Legacy counsel’s corporate clients on developing and implementing short-term and long-term financing plans.

Your partner in the Southeast and beyond

years serving clients

deals closed

8%+

of engagements are referrals from satisfied clients

Client Testimonials

The Legacy Capital team was instrumental in getting the sale of our company completed. We had considered finding a buyer ourselves, but looking back, we are so thankful we decided…

The team at Legacy are more than bankers – they became partners within our business, and we can also now call them friends. We had experienced rapid growth and the…

We had an experienced internal team working on our transaction and all of them had day jobs running our business during the process. The Legacy team helped provide the focus…

Our decision to go with Legacy was based on a recommendation from a good friend of ours who had previously sold his company. When we met with Legacy, we were…

I was fortunate to work with Legacy’s team for several years before we ultimately sold our companies. Without their advice on how to get our ducks in a row, I…

The Legacy Capital team expertly guided us through a complex transaction dealing with two companies, complex working capital targets with a large amount of drying lumber inventory, and a host…

I’m so glad I hired Legacy to help me through this process. Thanks to their tireless efforts, the deal we finally agreed to was significantly better than the first offer…

Legacy did an excellent job handling the sale of my business. The team carefully tailored the engagement to my particular situation and not only helped complete the transaction, but also…