Since our founding, we have been guided by a simple business philosophy: provide high value added, world class caliber investment banking services to middle market businesses. In pursuing that vision we have adhered to our fundamental principles of quiet competence, client focus, unwavering commitment to exceeding client expectation, and the highest level of professional standards and integrity in everything we do. We remain as enthusiastic about our vision and mission today as when we began. We look forward to demonstrating our capabilities, commitment and unprecedented personal service in achieving your goals and objectives.



  • “The Legacy Advisors’ professionals guided us through every step of our sale with skill and determination.  They effectively managed multiple buyers and helped our shareholder group gain consensus. In the end, the price we received exceeded our expectations and we were greatly pleased with the outcome."

    Bryan Goode, CEO
    Faxitron X-Ray Corporation

In the News


    Legacy Advisors, Inc. (hereinafter “Legacy Advisors”) is pleased to announce that Clover Holdings, Inc. (“Clover”) a portfolio company of Golden Gate Capital LLC has acquired American Communications, Inc. (“American”). Legacy Advisors initiated this transaction and served as exclusive financial advisor to the more

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  • Capital Insights, Summer 2016

    In our first article, Best Intentions: The Letter of Intent, Seller Beware, The letter of intent is the most important document in the M&A process, particularly for the seller. See how buyer/seller negotiating leverage shifts during negotiation of the letter of intent and the commencement of buyer due diligence. Find out why letters of intent are nonbinding except for exclusivity and confidentiality. Learn how to ferret out bad faith buyers and see why it’s critically important for the seller’s investment banker to effectively manage the exclusivity period and to get as much detail as possible in the letter of more

    Our second article, Retained Interest in a Leveraged Recap: the Case of the Clueless Seller, is a fictionalized case study account based on true story. Learn how to value a retained interest in a leveraged recapitalization or recap, see the various elements in play involving this acquisition structure, and learn how to avoid the critical mistakes the sellers made in this deal. See a leveraged recap in action! more

Legacy Advisors
3948 Legacy Drive, Suite 106
Plano, TX 75023

Main: 214-356-2983