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 to hire Legacy instead. The buyer ended up being someone we had not originally considered, and Legacy helped tremendously with all of the complicated matters that arose as we went through negotiations such as asset allocation and the purchase agreement schedules. Not only did they see us through to the finish line, but they were a delight to work with as well.

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 business was at an inflection point when we decided to restructure and capitalize. With COVID affecting everything, we had to make many pivots and changes but the team at Legacy worked tirelessly for us throughout the process, not just marketing the Company, negotiating the transaction, and executing the process; but by working so closely with our team they become our outsourced CFO. In the end, the outcome was amazing, with their help we were able to find a great partner, banker, legal team, and execute the best transaction outcome possible. I highly recommend Legacy if you are considering a sale or restructuring. These guys are good. They are smart. They work 24/7.

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 to enable us to drag the transaction over the finish line. I believe their knowledge, experience and structured process helped us to receive a great result.
We are so happy we chose Legacy, we have recommended them to friends who have had similar exceptional experiences working with them.

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 impressed with the fact that the Legacy team did most of the work in-house. That gave both of us an opportunity to really know and understand what we were looking to get from the relationship. We had previously spoken with other larger investment banks, and I just didn’t think we would have received the personalized attention that I was looking for. When you’ve spent 33 years with your company, it’s like your baby – you want to make sure you place it in good hands. That was a big deal for me.

For someone looking to sell their business, I would first and only recommend Legacy. It was a pleasure that was rewarding for both Legacy and Epic to do business together. It’s like giving birth, you forget the pain and would do it again.

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 doubt we would’ve been able to get through the diligence process and close the sale.
Legacy expertly managed the whole process, from the big picture things like the purchase price and deal structure to the details that can be very costly such as the working capital targets and the schedules to the purchase agreement. I can’t recommend them more highly.

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 of unexpected challenges. The amount of time and work that went into the sale process was more than I could have ever imagined. Without them, I do not think we would have closed our transaction. We knew that hiring an investment banker was probably a good idea, but it took going through the transaction to realize just how important it was to hire someone who understands our industry and who was willing to dig into the details to protect our interests.

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 I received. Not only in dollars, but in all the various deal terms I wouldn’t have even thought of. They fought to make sure I got the best total deal possible and still stay in touch with me to make sure everything is still working smoothly after the transaction.

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 assisted with all of the complicated challenges along the way. From tax issues to negotiating tactics, Legacy had the knowledge and experience to make sure I maximized the value of my business. When I’m selling my next business, I won’t hesitate to give them another call.