At Legacy Capital, we believe that the best way to achieve long term value for our clients is through accessible and responsive communication, as well as through service tailored to individual industries and transactions. We work closely with our clients to deliver personalized service in each phase of a transaction to ensure that the due diligence is accurate and complete, and that we fully understand our clients’ needs and expectations. Our companies value honest opinions and fair representation, therefore we strive to build trusting relationships that extend beyond the immediate transaction.
All information and all conversations with Legacy are kept strictly confidential. Any and all information prepared for review or discussion with another party is approved in advance by the client. In addition, Legacy assists management in preparing confidentiality agreements for potential investors.
We have the insights and experience to provide world-class service in our areas of focus:
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, continuing shareholders, and employees. By maintaining control of the selling process, Legacy minimizes disruption for the company, creates competition among potential buyers, and maintains confidentiality.
Legacy has particular interest and expertise in the needs of privately-held companies and divestitures of divisions by publicly-held corporations.
Legacy assists in the entire process of making an acquisition, including identifying and contacting candidates, performing due diligence and valuation reviews, structuring an offer, negotiating an agreement, and raising capital to consummate the transaction.
Legacy Capital assists private companies in raising equity from private equity and 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. We can provide step-by-step advisory services by assisting in all stages of the process including –
- Completion of Private Placement memorandum and business plan
- Financial projections
- Investor targeting and distribution
- Road show presentation
- Negotiation and structuring of investment
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. We assist executives in analyzing capital needs and tailoring a strategy to meet those needs through debt, equity or a combination of securities.
Legacy provides turnaround and restructuring consulting in addition to financial assessments; debt and equity private placement; divestitures; bankruptcy and creditor advisory services; and interim management and Chief Restructuring Officer services.
Legacy Capital has represented a diverse group of industries since its inception. Our focus on individualized service requires us to continually gather industry research and build on our existing databases. The following group of industries represents many of our past and present clients:
- Food Service Management
- International Shipping and Logistics
- Forestry Products/Lumber
- Environmental Services
- Oil and Gas / Oil and Gas Services
- Forms Management
- Health Services
- Janitorial & Sanitary Supply
- Convenience Stores
- Office Supplies