We’re Different

We preserve local businesses by prioritizing long-term ownership and stability.

Private Equity is Ruining Family-Owned Businesses

Traditional private equity models often fail small, family-owned businesses due to short investment timelines, limited operational experience, and a focus on national consolidation.

85%

of small business acquisitions are made by private equity funds.

65%

of small business owners do not believe the private equity model is a fit for their succession plan.

5 Years

The average private equity hold period for small businesses.

Five Key Differences That Set Us Apart

Legacy Holdings

  • Experienced SMB owner-operators
  • Not a Fund: Backed with Strategic Capital
From Entrepreneurs & Operators 
  • We Empower Existing Management
Teams—Not Replace Them
  • Building hyper-local scale-ups
  • Long-Term investment horizon

Private Equity

  • Financial engineers
  • A Fund: Backed by hundreds of investors
  • Frequently Replace the Management
Teams 
  • Consolidates businesses into a national
roll-up structure
  • Focused on repackaging and flipping the
business to meet their fund’s return targets

Keeping Businesses Local:

A Community-Backed Acquisition Model

Our acquisition method is unique, ensuring that businesses remain locally owned and rooted in their communities. Unlike traditional buyers, we partner with local capital sources—including family offices, regional banks, and like-minded small business owners in each of our regions — who are committed to reinvesting in the communities they help build. Our model preserves the legacy of local business owners, ensuring that businesses remain independent, community-driven, and locally operated for generations to come.