Pioneering a New Succession Model for America’s Essential Business Owners.
75% of Small Business Owners Intend to Exit Their Businesses Within the Next 10 Years…
Yet the Majority Do Not Have a Succession Plan.
Legacy Holdings Was Created to Fill the Succession Gap—So Local Businesses Stay Locally Owned and Operated.
Legacy Holdings was founded on a core belief: local businesses grow stronger with local ownership, capital, and care.
We invest in the communities where we live and work. Our companies grow as part of locally operated portfolios, supported by experienced local operators. We source our capital locally and are committed to continuing to run our businesses for the long term with the same name and same integrity.
While others are rolling up nationally, we’re scaling up—and staying local.
Our Local Commitment
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Rather than consolidating businesses into a national roll-up structure, we are building hyper-local, regional portfolios that are made up of complementary companies.
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Our portfolios are funded by local owner-operators and regional banks committed to reinvesting in their communities. Our goal is to ensure the businesses we acquire remain locally owned—preserving their culture, community, and legacy.
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We grow businesses locally—within their home state—by building hyper-local portfolios of complementary, essential service providers. Unlike national roll-ups, our model keeps ownership, leadership, and opportunity rooted in the same region. This approach creates meaningful advantages: shared resources, cross-industry collaboration, and access to new verticals that fuel sustainable, long-term growth.
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Each of our active regions is led by local operators with firsthand experience running essential businesses. We provide hands-on support and industry-specific guidance to help owners scale and operate more efficiently—while taking real operational weight off their shoulders. We don’t just take a board seat—we roll up our sleeves and help run the business, because we've done it before.
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Using local capital to support local businesses gives us a different kind of investment horizon. We’re not looking for quick exits—we’re focused on growing businesses steadily, alongside the owners who built them. With local backing and leadership, we build real relationships, make long-term decisions, and drive sustainable growth that lasts.
Where We Invest
What We’re Building Around
Our thesis centers around four mission-critical sectors—each one foundational to modern society and built to withstand economic cycles. We invest in overlooked, compliance-driven service businesses that keep communities running: essential to all, disrupted by none, and strengthened by innovation. These are the companies powering daily life behind the scenes. You won’t see their logos on billboards, but you’ll find their fingerprints on everything that works—power systems, safe roads, healthy air, and national infrastructure.
Partner with Legacy
We’re want to partner with owners of essential small businesses who want to stay involved — not step away — and who are looking for an experienced local team that can help scale what they’ve already built. Keep the name on the door, preserve the culture, and strengthen the team that made the business what it is today.
The Right Business Owner
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Founder-owned business
Open to maintaining operational control while leveraging Legacy’s shared services and operational support.
Willing to sell at least 60% of the business while gaining equity participation in a Legacy portfolio.
Seeking long-term growth, reinvestment, and financial participation in a larger portfolio.
The Right Business
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Generates $1 million+ in net income with a 12%+ margin profile and sustainable, free cash flow.
Addresses high-impact, market-relevant themes such as infrastructure, compliance, and sustainability.
Provides an essential service with contract-based, non-discretionary demand.
Recurring revenue from a diversified customer base.
Resistant to technological disruption and industry volatility.
Strong existing middle management team.
Leading player in a growing niche market.