H2F Companies
Legacy Outcomes has reinvented sell-side M&A for midsize companies
Legacy’s mission is to protect the legacies of midsize business owners ($20-$100M enterprise value). These entrepreneurs regularly leave millions on the table when they sell.
The dirty secret in this market segment is that the odds are overwhelmingly stacked against sellers. Brokers and standard M&A firms bring knives to gunfights with professional buyers, who systematically erode seller leverage. First-time sellers are blindsided by sophisticated tactics, resulting in deep regret over deals that significantly undervalue their (professional) life’s work.
Legacy’s team has adapted techniques from Goldman Sachs, Morgan Stanley, and Lazard to deliver the upper hand to midsize company owners. By seizing and maintaining leverage and control throughout the transaction, we’ve delivered unparalleled results—ensuring that owners leave with peak value for their families and charitable priorities, powerful employee opportunities, and preservation of the culture they’ve spent decades cultivating.
“Good Neighbors” reduces loneliness by purchasing and transforming anonymous apartments into thriving communities.
Consulting that scales mission-driven companies in two ways:
Growing net revenue retention through product innovation
Acquiring new customers through high-tempo experimentation