EBITDA:

Prefer companies with 10%+ EBITDA margins

Focus on Northeast U.S.

New York:

• Manhattan
• Queens
• Brooklyn
• The Bronx
• Staten Island
• Westchester County
• Rockland County
• Suffolk County
• Nassau County

Connecticut:

• Fairfield County

New Jersey:

• Bergen County
• Passaic County
• Hudson County
• Essex County
• Union County

Management/Senior Leadership:

We prefer opportunities in which management and manager/owners are transitioned over a reasonable period.

Preferred Investment Structure: - Review

Legacy Capital Partners strives to keep the structure simple for the Sellers while aligning incentives for the team and management. We do this by utilizing the following elements when structuring investments:

• Cash payment/investment for the Seller
• Rollover equity (if desired) for owners/managers seeking to maintain an ongoing ownership stake
• Seller debt (when 3rd party debt is unavailable or cost prohibitive)

NOTE: We do not use earnouts as they often create tension with the Seller and misalign incentives

Industry Preferences:

We hold a high interest in healthcare and residential/home service space.