Your legacy, our priority.
Sell-side and buy-side advisory for founders, family-owned businesses, family offices and private equity-backed companies in the lower middle market.
- Firm
- Investment banking and M&A advisory
- Market
- Lower middle market, $5M to $100M enterprise value
- Focus
- Business services, trades, industrials, healthcare and consumer
- Office
- New York, New York
Helping owners realize the value of what they built.
Building a business takes years of hard work, sacrifice and dedication. For many founders, their company represents a lifetime of achievement.
Legacy Hill Advisors is a lower middle market M&A advisory firm specializing in sell-side representation and buy-side advisory. Our mission is to help owners realize the value of what they have built while ensuring their legacy is positioned for continued success.
We work closely with owners to understand their goals and evaluate their options, and we focus on buyers who recognize the value of a business, share the owner's objectives and have the resources to carry it forward.
Advisory across the life of a transaction.
From early planning through closing, we advise owners selling their companies and investors acquiring them.
Sell-side advisory
We represent owners in the full or partial sale of their company and run a confidential, competitive process.
- Valuation and positioning
- Confidential information memorandum
- Buyer identification and outreach
- Negotiation through closing
Buy-side advisory
We help investors and operators find and acquire founder-owned companies, including opportunities not on the market.
- Acquisition criteria and screening
- Proprietary owner outreach
- Valuation and offer structure
- Diligence coordination
Valuation and exit planning
For owners one to three years from a transaction, we assess value today and what will raise it before going to market.
- Indicative valuation
- Normalized earnings review
- Readiness assessment
- Succession and structure options
How a sale process works.
A typical engagement runs six to nine months from preparation to closing. Owners approve every buyer before their company's name is shared.
Preparation
Valuation, normalized financials, marketing materials and a buyer list built for your company.
Marketing
Confidential outreach under NDA, management meetings and indications of interest.
Negotiation
Letters of intent compared on value, structure, terms and fit, then one buyer selected.
Closing
Quality of earnings, legal diligence, the purchase agreement and transition planning.
Sector experience where it matters to value.
We advise founder-owned businesses across a range of sectors, where customer relationships, people and operating discipline shape value as much as earnings do.
Healthcare services
Home care, home health, hospice and behavioral health providers.
HealthcareBuilding products and trades
HVAC, plumbing, electrical and specialty contractors.
Essential servicesBusiness and professional services
Firms built on long-term client relationships.
ServicesDistribution and manufacturing
Founder-owned businesses with defensible customer positions.
IndustrialTechnology-enabled services
Managed IT, software-enabled and recurring revenue service businesses.
TechnologyConsumer and multi-site services
Franchise, route-based and multi-location operators with loyal customers.
ConsumerConsidering the next chapter for your company?
Start with an estimate of value, then a confidential conversation about your goals.
What is your business worth?
A quick, private estimate in under a minute. Figures you enter stay in your browser. For a formal opinion of value, we review your financials with you in confidence.
| Adjusted EBITDA | $1.23M |
| EBITDA margin | 14.5% |
| Sector benchmark at this size | 4.8x |
| Revenue trend | +0.2x |
| Recurring revenue | +0.5x |
| Largest customer or payor | −0.3x |
| Dependence on owner | −0.3x |
| Indicative multiple | 4.3x to 5.5x |
An illustrative range based on lower middle market transaction benchmarks. It is not a valuation. Actual value depends on audited results, quality of earnings, market conditions and buyer demand.
For family offices, private investors and sponsors.
We bring investors founder-owned companies that have been prepared for a transaction, with committed owners, normalized financials and a clear timeline.
- Family officesLong-term ownership of established businesses
- Private investors and searchersFirst acquisitions and holding company strategies
- PE-backed platformsAdd-on acquisitions in existing sectors
- Private equity and independent sponsorsNew platform investments
What owners ask first.
How are you compensated?
Our engagements are primarily success-based, so our compensation depends on completing a transaction on terms you accept. Fees are set out in writing before any engagement begins.
How is confidentiality maintained?
Your company is introduced to buyers without its name. Identifying information is shared only after a buyer signs a non-disclosure agreement and you approve them.
How long does a sale take?
Six to nine months is typical. Preparation before going to market, including clean financial statements and current licenses and contracts, shortens diligence.
Who are the buyers?
Family offices, private investors, PE-backed platforms, private equity funds and strategic operators. We help you weigh role after closing, structure and fit alongside price.
I am not planning to sell for a few years. Should we talk now?
Yes. Many owners begin 12 to 24 months ahead, which leaves time to address what lowers value before buyers see the business.
Start with a confidential conversation.
Whether you are considering a sale or an acquisition, the first conversation is about your goals. There is no cost or obligation.
- info@legacyhilladvisors.com
- Office
- New York, New York