Case Studies Testimonials

“The collapse of the new home construction market, followed by the financial crisis and Great Recession, put a lot of pressure on us. Ron and his team took the steps necessary to help us ensure our liquidity then moved to reposition the business to a cash break even. After several tough months we were able to structure a deal that allowed us to emerge a better and stronger company.”

Mike Lax, CEO
CMI Champion LLC

“We endured some difficult times with the collapse of the economy, volatile commodity prices and the failure of some major customers. Ron and his team were able to stabilize and reposition the business to resolve the tough challenges we faced, allowing us emerge a better capitalized, stronger company able to efficiently meet the needs of our customers. We were able to successfully restructure our balance sheet and retain significant ownership. We are thrilled with the outcome!”

Denise Wilson, CEO
SCI Box LLC

“Legacy Advisors Group worked tirelessly in a tough macroeconomic environment to keep the Company going and preserve enough value to conclude a sale that saved over 60 much needed manufacturing jobs in Peoria. They consistently exceeded my expectations.”

David Drumheller, CEO
Drumheller Bag Corporation

“The Legacy Advisors team handled every aspect of our transaction from start to finish. In addition to arranging interim financing, the Legacy Advisors team thoroughly researched our situation, prepared a compelling information memorandum and successfully completed the deal under difficult circumstances. Based on our experience, I highly recommend them to anyone in need of investment banking services.”

Steve Furst
CEO Sound Merchants.

“Ron and his associates quickly grasped the complexities of our financing requirements. The deal structure they created attracted a number of lenders and several competing proposals. Their professionalism, creativity and old fashion deal sense resulted in a credit facility that provided us with more money at less cost. They delivered excellence throughout our relationship.”

Al Weinstein
former CFO Gottshalks

“Our estate planning efforts required us to obtain a Valuation Report in compliance with IRS regulations. Legacy Advisors visited with us on two occasions, gained a thorough understanding of our business and delivered a well written and timely Valuation Report. We were very satisfied with our experience.”

Craig Parma, President
Pneumatic Tools, Inc.

“We engaged the Legacy Advisors team on several occasions over a period of years to provide valuation support to our legal team pursuing a dissenting shareholder action. In addition to solid valuations, Legacy Advisors also provided us with good direction on case law supporting their conclusions. We consider them to be an integral part of our team and value their responsiveness, professionalism and can do attitude.”

Anthony Horbal
Three Rivers Holdings, Inc.