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STRATEGIC CAPITAL SOLUTIONS

ENRICHING COMMUNITIES THROUGH  INVESTMENTS IN SMALL ENTERPRISES

PHILOSOPHY

We acquire and develop businesses that enrich the local communities in which they operate, by providing vital services and creating sustainable employment opportunities. 

 

INVESTMENT CRITERIA

We focus on businesses with a defensible position in their markets with proven track record through multiple years of operating history. 

LEADERSHIP

With over fifteen years of deal-making experience, the founding principal can creatively structure transactions in response to a seller's unique circumstances. 

WHO WE ARE

Legacy Holdings is a family-owned investment company that  acquires and provides growth capital to small businesses.  We focus on companies in real estate, B2B, and professional services, industries we view as having an out-sized role in the quality of life in local communities.   ​

As an investor operator, we acquire majority and 100% ownership stakes from existing owners looking to re-capitalize, divest or exit their businesses.  

We understand that when seeking an outside investment or considering a sale, business owners must have confidence that their counterparts will not only effectively engage them through the negotiation period, but their clients, employees, and vendor afterwards.  Because we are value-oriented and not constrained by arbitrary timelines, we can be thoughtful in establishing and executing growth plans that maximize profitability while honoring the seller's legacy. 

CONTACT US

vernon@legacyholdingsny.com

Tel: (646) 974-9438

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