Legacy South Overview

  • Year Founded
  • 1996

Year Founded

  • 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
Corporate Office
  • 3350 Riverwood Parkway South East
  • Atlanta, GA 30339
  • United States
+1 (770) 000-0000

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Legacy South Valuation & Funding

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

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Legacy South FAQs

  • When was Legacy South founded?

    Legacy South was founded in 1996.

  • Who is the founder of Legacy South?

    John Oglesby, John Viani, and Phillip Larkins are the founders of Legacy South.

  • Where is Legacy South headquartered?

    Legacy South is headquartered in Atlanta, GA.

  • What industry is Legacy South in?

    Legacy South’s primary industry is Asset Management.

  • Is Legacy South a private or public company?

    Legacy South is a Private company.

  • What is the current valuation of Legacy South?

    The current valuation of Legacy South is 000.00.

  • What is Legacy South’s current revenue?

    The current revenue for Legacy South is 000000.

  • When was Legacy South acquired?

    Legacy South was acquired on 01-May-2003.

  • Who acquired Legacy South?

    Legacy South was acquired by Northern Trust.

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