Legacy South Overview
- Founded
-
1996
- Status
-
Acquired/Merged
- Latest Deal Type
-
M&A
- Financing Rounds
-
1
Legacy South General Information
Description
Provider of wealth management services. The company provides affluent clients with a range of personalized wealth management services, including investment management, estate settlement and multigenerational wealth transfer.
Contact Information
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Acquirer
Primary Office
- 3350 Riverwood Parkway South East
- Atlanta, GA 30339
- United States
Legacy South Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Legacy South Executive Team (3)
| Name | Title | Board Seat | Contact Info |
|---|---|---|---|
| John Oglesby | Co-Founding Principal | ||
| John Viani | Co-Founding Principal | ||
| Phillip Larkins | Co-Founding Principal |