Legacy Capital 433 Metairie Road, Suite 405 Metairie, LA 70005 Phone: 504.837.3450

COMPANY PROFILE

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 (www.finra.org) , SIPC (www.sipc.org), and the Louisiana Office of Financial Institutions, Securities Division.

 

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 counsels corporate clients on developing and implementing short-term and long-term financing plans.
 

Legacy Capital Client Click Here Digital Receives Strategic Investment From Clavis Capital Partners and Dobbs Management Services.

Click Here Digital - Tombstone

New Orleans, LA – October 26, 2021 – Legacy Capital (www.legacycapital.com) announced today the completion of a strategic growth investment in Click Here Digital, LLC (“Click Here”) by Clavis Capital Partners (“Clavis”) in Dallas, TX and Dobbs Management Service (“Dobbs”) in Memphis, TN.
 
Click Here is a top-rated digital marketing agency with a network of customers across a number of industries including automotive, legal, healthcare, enterprise and government. With 30 years of experience, Click Here has served clients across the nation with data driven solutions to drive sales and increase ROI. The team at Click Here, loaded with digital experts and data scientists provide clients with an omnichannel, consultative approach to digital marketing.
 
Bo White, co-owner and CEO of Click Here, will continue to lead Click Here into the next chapter of growth. Bo said “While Click Here has seen incredible growth over the past few years, we are excited to take the company to the next level. We believe our partnership with Clavis and Dobbs with help us reach that goal, and we are excited to have them on board with us.” Bo added, “Chip Porter and the team at Legacy Capital led us through the transaction and their deep technical and execution experience resulted in a very smooth process.”
 
Chip Porter, Managing Partner at Legacy Capital, said, “Bo and the team at Click Here have built a very impressive business. We enjoyed working with the entire team to help them accomplish their objective of partnering with a group to continue their impressive growth.”

Click here to learn more about this transaction.

 
 

Legacy Capital Announces the Acquisition of Reliable Glass & Mirror and Glass & Mirror Depot by Installed Building Products.

New Orleans, LA – May 10, 2021 – Legacy Capital (www.legacycapital.com) announced today the acquisition of its clients, Reliable Glass & Mirror, LLC (“Reliable Glass”) and Glass & Mirror Depot, LLC (“Glass & Mirror Depot”) in Elmwood, LA by Installed Building Products, Inc. (“IBP”), headquartered in Columbus, OH.

Reliable Glass is a commercial and residential glass company operating in the New Orleans metro area. With over 30 years of experience, Pete Rizzo, owner and CEO, has installed custom glass including shower doors, mirrors, and windows to a variety of homes and businesses. Glass & Mirror Depot serves as a wholesale glass provider both internally to Reliable and externally to local contractors and vendors.

IBP is one of the nation’s largest insulation installers for the residential new construction market and is also a diversified installer of complementary building products, including waterproofing, fire-stopping and fireproofing, garage doors, rain gutters, shower doors, closet shelving and mirrors, throughout the United States. IBP manages all aspects of the installation process for its customers, including direct purchases of materials from national manufacturers, supply of materials to job sites and quality installation. The Company offers its portfolio of services for new and existing single-family and multi-family residential and commercial building projects from its national network of branch locations.

Click here to learn more about this transaction.