Legacy Family Holdings

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Legacy Family Holdings

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Long-Term Partners with Exceptional Family Businesses

 

Your Legacy Deserves a Future


You’ve built something remarkable—a business that has stood the test of time, provided for families, and contributed to your community. Now, as you think about the next chapter, you want a partner who shares your values and vision.


At Legacy Family Holdings, we are more than investors—we are stewards of great businesses. A group of over 30 families and entrepreneurs, we invest in companies with strong foundations, deep relationships, and a commitment to their employees and customers.


What We Offer:


✔ A Permanent Home for Your Business: We don’t flip companies—we nurture them.
✔ Flexible Solutions for Owners: Liquidity, wealth diversification, and strategic support.
✔ A Network That Works for You: Resources, expertise, and partnerships to sustain long-term growth.


Who We Partner With


We work with business owners who care deeply about what happens next. Whether you’re looking to transition ownership, diversify your wealth, or scale your business, Legacy Family Holdings is here to help.


Our ideal investment partners:


✔ $5MM to $50MM in revenue
✔ $1.5MM to $10MM in free cash flow
✔ A minimum of 15 years of successful operation
✔ A motivated leadership team with a clear vision for the future


We invest in Central & South-Central Pennsylvania, Maryland, Delaware, and Northern Virginia.


Typical Situations We Address


  • Founder/shareholder liquidity, wealth diversification, or de-risking 
  • Family or generational transitions 
  • Partner buyouts
  • Management buyouts
  • Growth equity
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If you’re ready to explore your options, let’s talk.


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