Your partner to ensure that your business and your legacy endure for generations to come.
What We Do
The Legacy Group acquires exceptional businesses, with the intent to preserve, operate, and grow them for the long term. Our model is designed to:
Help owners achieve liquidity, while allowing them to reduce their day-to-day responsibilities
Represent a favorable succession plan for great businesses by committing to the success of owners, employees, customers, partners and the local community
Combine operational experience with an investment into the growth of the company and its impact
Our Investment Criteria
We look for companies with the following characteristics:
Business Profile
HQ Located in the Dallas-Fort Worth Area
Owner seeking retirement or less day-to-day responsibility
Skilled supporting management team in place
Strong reputation among recurring customers
Financial Attributes
Owner earnings between $300K - $1M
10%+ EBITDA Margins
10 years of operating history
Potential growth opportunities in a highly fragmented and non-cyclical market
Let’s Have a Conversation
Do you know anyone who would benefit from a discussion? We would love to speak with them.
P: (512) 921-2516
E: info@legacygroup.capital
Dallas, Texas
How We Think