About the Fund
Why This Fund, Why Now?
500,000 businesses are changing hands every year. We’re built for it.
Legacy Capital was built to seize the most compelling lower middle-market investment window in decades — the $10 trillion Silver Tsunami. This generational transfer of business ownership is reshaping U.S. private markets, with over 500,000 companies expected to transition each year through 2035.
For LPs, Family Offices, and UHNW investors seeking differentiated private equity exposure, we offer direct access to profitable, overlooked legacy businesses. These are essential companies — cash-flowing, under-optimized, and often insulated from institutional attention.
We’re not just another fund. We are an operator-led, execution-first platform engineered to move with precision and speed.
Built Differently
We don’t play the game. We change the rules.
Legacy Capital was designed to solve the inefficiencies of traditional private equity. We don’t rely on competitive auctions or wait for banker-run processes — we preempt them.
We act on signal, not noise:
- Proprietary sourcing surfaces 50–60 off-market deals per day
- Direct outreach targets owner-operators before brokers do
- Filters prioritize founder readiness, deal viability, and downside protection
We focus where others aren’t looking — and operate where others won’t. Every acquisition enters our Continuity Platform, a 90-day playbook to institutionalize assets and unlock scale.
THE CONTINUITY PLATFORM
Systematized operations. Institutional-grade velocity.
We bring operating discipline, growth levers, and reporting infrastructure from Day 1:
- 0–30 Days: Clean books, establish financial controls, unify systems
- 30–60 Days: Launch RevOps stack, initiate demand generation
- 60–90 Days: Align incentives, install leadership cadence, optimize execution
This is active ownership — not financial engineering. We accelerate value while reducing execution risk.
EXIT DISCIPLINE
Liquidity is planned, not hoped for.
We reverse-engineer every acquisition from a modeled exit. Before we close, we define the path out — buyer profiles, roll-up strategies, and multiple scenarios.
Why it matters:
- Strategic and sponsor exit models pre-built pre-close
- Active buyer mapping and acquisition targeting
- Governance and board frameworks in place from Day 1
We build with the end in mind, then deliver with precision.
FUND STRUCTURE
Built for LP alignment. Tuned for returns.
Legacy Capital offers a modern private equity approach tailored to institutional investors and Family Offices:
- Fund Size: $150M
- Check Size: $5M–$25M
- Hold Period: 30–60 months per company
- Target Sectors: Transportation, healthcare tech, B2B SaaS, digital franchise ops
- Target Returns: 3–5x MOIC | 45%+ IRR
- Visibility: Monthly performance reports, direct GP access, pipeline tracking
We are deeply co-invested in every transaction. Our economics are built on alignment, not asset gathering.
HOW WE WORK WITH LPs
Clear communication.
Aligned economics. Trusted access.
We treat our LPs like true partners — not passive participants. Here’s what you can expect:
Transparency
Monthly performance reports and deal-by-deal tracking
Access
Direct communication with the GP team
Alignment
GP co-investment in every deal
Selectivity
No asset gathering — just focused execution
Co-Investments
Opportunities to participate alongside the fund
A REPEATABLE MODEL
Execution is our edge. Exits are our proof.
Our model is informed by over $2.5B in prior value creation across six successful exits:
Key Outcomes:
- Unishippers: $15.5M → $75M (5x return)
- Galileo: $400M → $1.2B (acquired by SoFi)
- Kele: $53.8M → $158M (3x return)
We’ve seen what works. We’ve built a system to do it again — at scale.
