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Legacy Capital Advisors, LLC

Legacy Capital Advisors, LLC provides a premier level of Merger and Acquisition and ESOP advisory services to IMA members. Legacy exclusively represents closely-held, middle market companies. They utilize proven, unique, innovative processes that help clients attain maximum value from transactions while maintaining confidentiality and minimizing business disruption. Their principals have worked together as a team for over 18 years providing clients with over $2 billion of liquidity. They have represented and advised business owners across a wide variety of manufacturing industries.

Legacy Capital Advisors, LLC is unique both its capabilities, approach, and its lack of conflicts of interest in providing Merger & Acquisition and ESOP advisory services to IMA members. IMA members receive preferred rates from Legacy, while their shareholders receive a premier level of experience and professionalism. Legacy has a long track record of expertise, accomplishment, impeccable references and the respect of leading M&A attorneys.

Advisory Services
Legacy helps IMA members to evaluate their businesses' strengths and weaknesses, as well as plan for the event(s) with:

• Preliminary Valuation – an assessment to ensure that IMA members have an appropriate expectation of the value and marketability of the business.


• Due Diligence - Legacy thoroughly reviews each potential client in order to advise them up front of potential challenges to a transaction.


• Sales Strategy – Legacy develops a comprehensive international sales strategy that considers the business fundamentals, confidentiality, and strategic differentiation factors to position the client.


• Marketing/Offering Documents - Legacy incorporates a comprehensive company analysis into the preparation of Offering Documents.


• Sales Process – Legacy’s senior partners utilize a sales strategy that they have perfected over decades to identify and contact only the most qualified buyers, specifically approved by each client.


• Negotiation and Closing – Working with tax and legal counsel, Legacy’s greatest competitive strength is in their ability to negotiate the price and business terms of the transaction.

ESOP Advisory Services
An Employee Stock Ownership Plans (ESOP’s) may provide a very interesting liquidity option for IMA members because of the State of Indiana has a plan to encourage ESOP’s via low interest rate financing. Legacy can act as the advisor to the company and provides all ESOP related services including valuation, feasibility studies, structuring, identifying capital sources, and implementation.

Contact Information
Kevin R. Keuper
Managing Director
LEGACY CAPITAL ADVISORS, LLC
1 South Wacker Drive, Suite 2030
Chicago, Illinois 60606
Phone: 312-242-3165
keuper@legcap.com
www.legcap.com

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