Our Focus

At Legacy Capital, we specialize in identifying and capitalizing on unique investment opportunities within the small business sector. Our approach is grounded in the belief that the current economic landscape presents a significant opportunity for the acquisition of strong, well-established small businesses at undervalued prices. This is primarily due to high interest rates causing a notable drop in selling multiples and a market that is increasingly becoming buyer-centric as listings start to outweigh buyer demand.

Legacy Capital Fund capitalizes on a massive opportunity in the market - the unprecedented number of undervalued small businesses up for sale as American legacy business owners retire. With approximately 480,000 business owners looking to sell each year over the next 15 years, far outpacing typical acquisition levels, valuations are being driven down. This buyer's market is further amplified by high interest rates causing a significant drop in selling multiples.

We focus on acquiring strong but undervalued web-based technology and transportation/logistics businesses in the $2M-$25M valuation range. Our targeted industries share key similarities that make them well-suited for scalable growth.

Strategic Investments

WEB-BASED TECHNOLOGY

Industry Similarities

Freight | Shipping Technology | Franchise Route Shipping

EXPERIENCE: Worldwide Express | Unishippers | GlobalTranz

Products & Services | Transactional | Subscription | eCommerce | SaaS | Fintech

EXPERIENCE: Qualtrics | Valimail | MX Technologies | Cisco | Verizon | Panasonic

TRANSPORTATION / LOGISTICS

HIGH
MARGIN

EASY TO SCALE

MANAGED
REMOTELY

LOWER PE COMPETITION

PRIMARILY B2B SERVICES

Our Approach

LAY THE FOUNDATION

We retain management for a period of time to ensure the business transition allows to build out the teams, processes, and technologies to optimize the existing business model for accelerated growth.

Once a business is acquired, Legacy Capital employs a proven 4-step Private Equity value creation strategy:

1

2

IMPROVE DEMAND GENERATION

Leveraging our marketing and technology expertise, we analyze data to identify opportunities to drive more demand for products/services through new marketing automation, advertising technologies, etc.

3

4

DRIVE STRATEGIC GROWTH

We implement long-term strategic planning to expand into new high-ROI channels, markets, and revenue streams aligned with the strengthened demand generation model.

POSITION FOR AN OPTIMAL EXIT

With operations optimized an a robust growth plan in action, we prepare and position the company for an eventual sale at a strong valuation multiple.

Our hands-on operational approach, proven market proficiency, and ability to drive sustainable growth enables us to quickly unlock the untapped potential in undervalued small businesses.

Take the initial step by filling out this form to arrange a personalized meeting or receive answers to your specific questions.

Contact Legacy Capital

Disclaimer

The investments and services offered by us may not be suitable for all investors. If you have any doubts as to the merits of an investment, you should seek advice from an independent financial advisor.

Under no circumstances should any material on this site be used or considered as an offer to sell or a solicitation of any offer to buy an interest in any investment fund managed by Legacy Capital. Any such offer or solicitation will be made only by means of the Confidential Private Offering Memorandum relating to the particular fund. Access to information about the funds is limited to investors who either qualify as accredited investors within the meaning of the Securities Act of 1933, as amended, or those investors who generally are sophisticated in financial matters, such that they are capable of evaluating the merits and risks of prospective investments.

(877) 207-3370
info@legacycap.pro