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How We Are Different

Publicly-owned investment firms are legally obligated to place corporate shareholder's best interests before their private client's best interests.

Legacy Point Capital is focused on providing Transactional Financial Engineering Services through strategic partners by utilizing Debt & Equity, Asset Management, Premium Finance Life Insurance to our clientele and for our own transactions.

About Us

Legacy Point is a middle-market investment banking and advisory firm focused on providing Transactional Financial Engineering Services. Through our Strategic Partners, we utilize Debt, Equity, Asset Management and Structured Insurance Products for our clientele.

Legacy Point Capital accomplishes this through creative structures and alternative financing not found in the primary investing and lending markets.  Legacy’s team of seasoned veterans and affinity relationships have completed Billions of dollars of financing and capital raises throughout their careers.