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Legacy Advisors

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Legacy Advisors

Overview:

Legacy Advisors is a leading investment banking firm specializing in middle-market mergers and acquisitions, valuation and financial advisory, corporate finance, special situations, and financial restructuring. Our mission is to assist our clients to improve, grow, recapitalize, transfer or sell through our wide range of services.

We offer a depth and breadth of knowledge gained over many years in a number of industries and disciplines. Our professionals possess hands-on operating and corporate finance experience from Wall Street to Main Street. More importantly perhaps, our focus is to build long term relationships by employing our capabilities to deliver exceptional value-added solutions to our clients. Expertise includes:

•M&A Advisory: Sell Side, Buy Side and Divestitures
•Valuations: Accredited by the National Association of Certified Valuation Analysts, and Financial Advisory.
•Corporate Finance: Senior Debt, Mezzanine and Equity
•Special Situations & Financial Restructuring

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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