Legacy Capital Advisors Financial Advisor Overview

Legacy Capital Advisors FAQ


Where is Legacy Capital Advisors headquartered?

Legacy Capital Advisors is headquartered in Naples, Florida.

When was Legacy Capital Advisors founded?

Legacy Capital Advisors was founded in 2001.

What sevices does Legacy Capital Advisors offer?

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

Legacy Capital Advisors

Legacy Capital Advisors LLC

801 Laurel Oak Drive Suite 405,
Naples, Florida 34108
United States
(239) 920-5721
www.legcap.com

Legacy Capital Advisors LLC is an investment and advisory firm focused on middle-market companies. The Firm offers sell side-services, mergers and acquisitions, ESOP planning, and strategic exit planning. The Firm’s sector experience includes automotive, business services, consumer products, distribution, food, healthcare services, machinery, manufacturing, and transportation. Legacy Capital Advisors was formed in 2001 and is based in Chicago.


M&A Advisory Summary

Buyside vs Sellside

Year '20 '21 '22 '23 '24 '25 T
Buyside (0.0/yr) - - - - - - 0
Sellside (0.2/yr) 10 - - - - 1 11
  11

Most Recent

Target Company Date Value Type
Sign-up to View 2025-08-11 - Construction
Sign-up to View 2018-01-29 - Communications
Sign-up to View 2018-01-29 - Communications
Sign-up to View 2017-10-02 80M USD Marine
Sign-up to View 2015-02-26 - Machinery
Sign-up to View 2013-07-24 - Healthcare Services
Sign-up to View 2013-01-28 - Information Technology
Sign-up to View 2011-09-11 - Internet Software and Services
Sign-up to View 2009-10-01 - Machinery
Sign-up to View 2009-01-23 - Healthcare Services
View All >>

Sector Experience

Sector # Value
Healthcare Services Sign-up to View
Machinery Sign-up to View
Communications Sign-up to View
Marine Sign-up to View
Automotive Sign-up to View
Information Technology Sign-up to View
Internet Software and Services Sign-up to View
Construction Sign-up to View
Total Sign-up to View

Geo Experience

State/Country # Value
United States Sign-up to View
  Indiana Sign-up to View
  Mississippi Sign-up to View
United Kingdom Sign-up to View
Domestic Sign-up to View
Cross-border 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 (11) Deals
Sign-up to View
1
Sign-up to View
1
Sign-up to View
1

Deal Values

Value # TOTAL
< $100M Sign-up to View
TOTAL Sign-up to View
Largest NauticStar LLC
$80M (2017-10-02)