Who we serve
Financing for portfolio strategy and transaction execution
We support private equity firms with financing for new investments, add-on acquisitions, refinancings, and existing portfolio companies.
Portfolio and transaction capital
Support the investment thesis with a workable structure
The financing should address the immediate transaction while leaving the operating company positioned for integration, growth, and continued performance.
01
Platform and add-on acquisitions
Evaluate financing around the target, transaction size, equity contribution, and broader investment strategy.
02
Refinancing and recapitalization
Review existing obligations and structures that may better support the company’s next stage.
03
Portfolio company growth
Finance working capital, expansion, equipment, and other operating priorities.
Relevant financing paths
Match financing to the portfolio objective
Acquisition, growth, and liquidity needs each call for a structure built around the company’s cash flow, assets, timing, and capital stack.
How Legacy Lending helps
Coordinate financing within the broader capital plan
We work alongside the sponsor, management team, and transaction advisors to evaluate alternatives and compare terms in the context of the investment.
Define the objective
Clarify the transaction, portfolio need, and timing.
Review the capital picture
Assess performance, debt, assets, liquidity, and sponsor support.
Compare financing alternatives
Evaluate structure, capacity, economics, and fit with the investment plan.
Discuss the next transaction
Bring us an acquisition, refinancing, or portfolio-company need for a focused financing review.
Financing is subject to application, underwriting, approval, eligibility requirements, and final documentation.