Legacy Services

Protecting Legacy

Our mission centers around acquiring and operating one privately held business. We leverage established values to drive sustainable growth, creating value for all stakeholders while facilitating a seamless ownership transition that preserves their legacy.

Our unique approach distinguishes us from traditional, investment banks and private equity firms. We empathize with the concerns of privately-held and family-owned business owners, drawing from our own experiences in similar situations. Above all, we prioritize maintaining the integrity, commitment, and reputation cultivated throughout the company’s history, with a steadfast focus on delivering enduring results.

Target Company Criteria

  • Business Details

    Strong Middle Management

    Dedicated Employees

    Diverse & Expanding Customer Base

    High Customer Retention

  • Financial

    Minimum EBITDA: $500k

    Stable cashflow 3-4 years

    Low to Moderate Capital Intensity

    Low Cyclicality

  • Industry

    Service or Distribution Focused

    Fragmented Market

    Low Risk of Adverse Regulatory Changes

    No Impending Obsolescence

  • Owner

    Motivated and Seeking Exit

    Willing to Conduct Transition

    Concerned About Employee Welfare and Legacy After Transition

The Process - 8 Steps

  • Step 1

    INITIAL CONTACT & FIT ASSESMENT

  • Step 2

    FIRST BUYER/SELLER MEETING

    BUILD RELATIONSHIP AND SHARE INFORMATION

  • Step 3

    LETTER OF INTENT (LOI)

  • Step 4

    OFFER ACCEPTANCE

  • Step 5

    DILIGENCE & REVIEW

  • Step 6

    SITE VISIT & MANAGEMENT MEETING

  • Step 7

    COMPLETE PURCHASE AGREEMENT

    & TRANSCTION CLOSING

  • Step 8

    TRANSITON, LEGACY, & BEYOND

WHY US?

Our approach is different from that of your Competition or Private Equity

Your Company:

LEGAEGIS - 100% of our effort and attention

PE - One piece of a large portfolio

Comp - One piece of a larger whole

Day Job:

LEGAEGIS - Growing your business after sale, securing your legacy

PE - Finding another deal, exiting from deals

Comp - Steering the mothership

Source of Capital:

LEGAEGIS - Successful entrepreneurs, executives, and investors

PE - Institutions, endowments, pension funds

Comp - Public/private investors, cash flow

Goals:

LEGAEGIS - Grow top line, improve operations, don’t fix what isn’t broken

PE - Cut costs, add leverage, flip company

Comp - Absorb your operations and customers

Time Horizon:

LEGAEGIS - Long-term

PE - 3-5 years, depending on fund

Comp - Varies, at the King’s pleasure

You:

LEGAEGIS - Trusted partner with peace of mind knowing your legacy is protected

PE - Paid and forgotten

Comp - Out of their way