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Legacy South

1996 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
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.

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 and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

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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