Legacy Point was founded by an experienced group of Wall Street, Banking and Insurance professionals with the goal of providing high quality, creative, insightful services to clients seeking advice and capital for their specific expansion, acquisition, restructuring or liquidity needs.
Our ability to quickly analyze and formulate proven financial solutions has created a unified structure for success. This includes formulating financing solutions, with risk mitigation in mind.
Through defined coordination with our corresponding capital and lending partners, we are able to combine specific financing models. Across a wide range of lending and equity alternatives, we achieve our client’s objectives, as well as provide value added advice in specific market sectors.