The Legacy Fund offers its clients advantages beyond those achieved by partnering with a traditional mezzanine fund. First off, we recognize that time is the greatest antagonist to the success of any investment. Thus we strive to employ a standardized process so investment decisions are made quickly and efficiently. Furthermore, due to our firm belief in the advantages of ESOPs, we are pleased to offer a two-year membership to the National Center for Employee Ownership to loan recipient companies. We hope that this membership will aid in educating companies about the potentially unrealized benefits of their existing or newly formed ESOPs. The diverse experience of the Legacy Fund principals gives us the necessary perspective to be a resource to management teams making important financial and operating decisions.

The Legacy Fund doesn’t seek to run businesses but rather to partner with strong management teams that excel at independently executing day-to-day company operations.

We can offer companies a competitive advantage through:

• ESOP Expertise – Our professionals are leaders in the ESOP community and are practiced in determining the ESOP feasibility, implementation, and execution needs of our clients.
• Transaction Experience – We are adept at sourcing, reviewing, and executing potential deal opportunities. Our extensive transaction experience allows us to optimize capital structure, capital raises, and other facets of a given transaction so all parties achieve maximum benefit.
• Operational Improvement – The diversified experience of our staff allows us to share lessons garnered from other portfolio companies. We are also able to offer the collective wisdom of our network of operating executives.
• Strategic Counsel – Insight gleamed from the hundreds of companies our staff has worked with allows us to provide guidance regarding new product launches, market strategy and competitive positioning. We can also provide advice and counsel at the board level.
• Recruiting – Our team’s extensive network affords us the resources to assist in recruiting seasoned senior-level executives and value-added board members.

At the Legacy Fund we are always on the lookout for new opportunities. We encourage you to let our proven ability to work with Business Owners, Management Teams, and Intermediaries propel your organization to the next level.