Legacy Advisors Financial Advisor Overview

Legacy Advisors FAQ


Where is Legacy Advisors headquartered?

Legacy Advisors is headquartered in Plano, Texas.

When was Legacy Advisors founded?

Legacy Advisors was founded in 1996.

What sevices does Legacy Advisors offer?

Legacy Advisors offers Capital Raising, Fairness Opinions, Financial Restructuring and M&A Advisory.

Legacy Advisors

Legacy Advisors Inc.

3948 Legacy Drive, Suite 106,
Plano, Texas 75023
United States
(214) 356-2983
www.legacyadvs.com

Legacy Advisors is a diversified investment banking firm serving mid-sized US companies. The Firm provides financial services related to mergers & acquisitions, divestitures, valuations, fairness opinions, corporate finance, and financial restructuring. Target sectors include aerospace, automotive, beverages, building materials, construction, consumer products, defense, food, forest products, healthcare services, IT, manufacturing, oil/gas exploration, packaging, retail, and transportation. Legacy Advisors is based in Plano, Texas.


M&A Advisory Summary

Buyside vs Sellside

Year '20 '21 '22 '23 '24 '25 T
Buyside (0.0/yr) - - - - - - 0
Sellside (0.2/yr) - - - 1 - - 1
  1

Most Recent

Target Company Date Value Type
Sign-up to View 2023-08-09 - Insurance
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Sector Experience

Sector # Value
Insurance Sign-up to View
Total Sign-up to View

Geo Experience

State/Country # Value
United States Sign-up to View
Total Sign-up to View

Transaction Type Experience

Type # Value
Add-on Acquisition Sign-up to View
Total Sign-up to View

Top M&A Clients

Corporate (1) Deals
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1