Who we serve
Flexible financing for long-term capital
We help family offices evaluate financing for direct investments, acquisitions, and operating companies across changing capital needs.
Long-term capital needs
Finance the opportunity without losing the ownership perspective
The structure should support the immediate investment while remaining workable for the company and its long-term ownership objectives.
01
Direct investments and acquisitions
Evaluate financing for new investments, ownership transitions, and strategic acquisitions.
02
Operating company capital
Support working capital, equipment, and growth needs across portfolio businesses.
03
Refinancing and liquidity
Review existing debt and structures aligned with current priorities and long-term ownership.
Relevant financing paths
Evaluate financing around the company and the investment
The right path depends on the transaction, operating performance, assets, capital stack, and how long-term ownership shapes the objective.
Acquisition Financing
Capital for direct investments, purchases, and ownership transitions.
Growth Capital
Financing for expansion, equipment, technology, and operating investment.
Asset-Based Lending
Liquidity supported by eligible receivables, inventory, equipment, or other assets.
How Legacy Lending helps
Start with the investment objective and company fundamentals
We review the ownership perspective, existing capital structure, and operating business before identifying relevant financing paths.
Define the objective
Clarify the investment, company need, and desired flexibility.
Review the fundamentals
Assess performance, cash flow, assets, obligations, and liquidity.
Compare long-term fit
Evaluate structure, economics, timing, and alignment with ownership priorities.
Discuss an opportunity
Share the company, transaction, or financing need for a focused review.
Financing is subject to application, underwriting, approval, eligibility requirements, and final documentation.