Equity

Legacy Advisors enjoys relationships with a number of equity sources including private equity groups, institutions such as pension funds, and endowments, family offices, corporate investors and sophisticated high net worth individual investors and investor groups. Placing equity is a complex process in that equity entails bringing on a partner that will have a say in the operation and direction of the company. Accordingly, like-minded investors usually work best. It’s not just about the money. Moreover, pricing an equity placement is a far more complicated process requiring good market knowledge of prevailing capital costs, and the ability to properly size the equity piece to the investment opportunity.