Legacy Capital Advisors

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

801 Laurel Oak Dr Ste 405, Naples, Flori...

Phone Number

(239) 920-5721

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
2
1

About Legacy Capital Advisors

Legacy Capital Advisors, LLC provides a premier level of Merger and Acquisition advisory services to closely-held, middle market companies. We utilize proven, unique, innovative processes to help our clients attain maximum value from Merger & Acquisition transactions, while maintaining confidentiality and minimizing business disruption. Our principals have worked together as a team for over 25 years, and since our formation in 2001, Legacy has provided our clients with over $2 billion of liquidity. We have represented and advised business owners across a wide variety of industries including manufacturing, distribution, health care providers, business services, and consumer product companies. Legacy Capital has an international reach affording our clients the ability to find buyers and investors around the world. Our clients receive counsel from a team of experienced advisors who dedicate themselves to exclusively representing the needs of closely held businesses. We limit our practiceRead more
Legacy Capital Advisors's Social MediaPopular SearchesLegacy Capital Advisors LLCLegacy Capital AdvisorsLegacy Capital LLCLegacy Holdings - CA LLCLegacycapitaladvisor NetSIC Code 67,679NAICS Code 52,523Show more

Legacy Capital Advisors Org Chart

PhoneEmail
PW
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Managing Director

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PhoneEmail
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Compare insights from companies similar to Legacy Capital Advisors, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Legacy Capital Advisors

<$5M
1-10
Private
<$5M
2001
PW
Patrick WintersManaging Director
$13.9M
11-50
Private
<$5M
2002
PV
Paul VasilopoulosManaging Director
$6.6M
1-10
Private
-
2009
N/A
<$5M
11-50
Private
<$5M
1999
HW
Heidi WilsonChief Financial Officer
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
AG
Adrian GrandilliVice President
<$5M
1-10
Private
-
2010
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Legacy Capital Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Legacy Capital Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Legacy Capital Advisors.

Legacy Capital Advisors financials insights

Gather financial insights about Legacy Capital Advisors, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$49K

See All Legacy Capital Advisors's Financials Insights

Legacy Capital Advisors Tech Stack

A closer look at the technologies used by Legacy Capital Advisors

Most Recent Scoops

Pain Point
Pain Point, Information Security, Cyber Security, Legal Affairs, Security, Software
Pain Point
Pain Point, Information Security, Data Management, Information Governance, Security
Funding
Legacy Capital Advisors has received an SBA PPP loan in the amount of $49,450 from Vibrant CU resulting in the retention of 3 jobs.
Funding
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Top Finance Companies

Frequently Asked Questions Regarding Legacy Capital Advisors

What is Legacy Capital Advisors's official website?
Legacy Capital Advisors's official website is www.legcap.com
What is Legacy Capital Advisors's Revenue?
Legacy Capital Advisors's revenue is <$5 Million
What is Legacy Capital Advisors's SIC code?
Legacy Capital Advisors's SIC: 67,679
What is Legacy Capital Advisors's NAICS code?
Legacy Capital Advisors's NAICS: 52,523
How many employees does Legacy Capital Advisors have?
Legacy Capital Advisors has 1-10 employees
What industry does Legacy Capital Advisors belong to?
Legacy Capital Advisors is in the industry of: Finance, Securities Trading
What is Legacy Capital Advisors competition?
Legacy Capital Advisors top competitors include: NinePoint Capital Advisors, Pinpoint Capital Advisors, W Partners, Lazear Capital Partners
What technology does Legacy Capital Advisors use?
Some of the popular technologies that Legacy Capital Advisors uses are: F5 Silverline DDoS Protection, Google Cloud Web Serving, Google Cloud Platform, Microsoft 365
How do I contact Legacy Capital Advisors?
Legacy Capital Advisors contact info: Phone number: (239) 920-5721 Website: www.legcap.com
What does Legacy Capital Advisors do?

Legacy Capital Advisors, LLC provides a premier level of Merger and Acquisition advisory services to closely-held, middle market companies. We utilize proven, unique, innovative processes to help our clients attain maximum value from Merger & Acquisition transactions, while maintaining confidentiality and minimizing business disruption. Our princip... als have worked together as a team for over 25 years, and since our formation in 2001, Legacy has provided our clients with over $2 billion of liquidity. We have represented and advised business owners across a wide variety of industries including manufacturing, distribution, health care providers, business services, and consumer product companies. Legacy Capital has an international reach affording our clients the ability to find buyers and investors around the world. Our clients receive counsel from a team of experienced advisors who dedicate themselves to exclusively representing the needs of closely held businesses. We limit our practice to Merger & Acquisition related services for closely-held companies, thereby avoiding the conflicts of interest which are inherent at large investment banks and regional brokerage firms. As you can see from the quotations from our former clients, Legacy continues to provide an unparalleled level of service, commitment, expertise and results. For 15 years, Legacy's bankers have focused exclusively on meeting the needs of privately held companies. Legacy has delivered a high level of sophistication, an unparalleled level of service, and outstanding results.Read More

What are Legacy Capital Advisors social media links?
Legacy Capital Advisors Linkedin page Legacy Capital Advisors Twitter page Legacy Capital Advisors Facebook page
Is Legacy Capital Advisors a public company?
Legacy Capital Advisors is private company therefore does not currently have an official ticker symbol
See more information about Legacy Capital Advisors

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