01
Co-founder & managing partner
Scott McGrath
Scott works with owners at the intersection of enterprise value, transaction readiness, and the personal decisions that follow a sale.
For owners and acquirers
Your life’s work
deserves a real process.
Legacy Broker represents buyers and sellers in mergers and acquisitions across the United States. We run the process that turns a company an owner spent a lifetime building into a transaction that actually closes.
Mandate
Sell-side & buy-side
Based
Dallas–Fort Worth
Nationwide representation
Founded
2026
01 · Sell-side
We take the company to market properly.
A serious transaction is not a listing. It is a sequence of decisions, prepared and controlled long before a buyer sees the company.
- Establish value and resolve what will not survive diligence
- Prepare the operating story without overstating it
- Decide who sees the company, and when
- Negotiate structure, certainty, timing and the people who remain
02 · Buy-side
We find and close the acquisition that fits.
Deal flow is not the problem. Qualified deal flow, approached directly and structured to hold together, is.
- Define the thesis before the search begins
- Map the market and approach owners directly
- Qualify opportunities against real criteria
- Support diligence and structure a transaction that holds
We do not reduce a lifetime of work to a listing and a buyer list.
Legacy Broker · Mergers & Acquisitions
The work
One accountable team, through close.
Legacy Broker remains responsible for the continuity of the process. Each stage informs the next; nothing important disappears in a handoff.
01
Prepare
Establish value, resolve what will not survive diligence, and make the operating story clear without overstating it.
02
Control the market
Decide who sees the company, when they see it, what they receive, and what qualifies them to continue.
03
Negotiate the whole offer
Price matters. So do structure, certainty, timing, working capital, transition, and the people who remain.
04
Close
Keep buyers, counsel, accountants, diligence requests, documents, and decisions moving until funds transfer.
The record
Transactions publish here.
A closed transaction is announced on a tombstone: what the company was, who acquired it, when, and where. Nothing else.
The record opens
The firm’s first mandates are in progress. Tombstones are published only with the written consent of both parties, and will appear here as they close.
The founders
Named partners. Direct responsibility.
The people who begin the conversation remain responsible for the quality of the process and the outcome it produces.
02
Co-founder & managing partner
Thiago Souza
Thiago works across buyer strategy, opportunity qualification, transaction structure, and the operating realities behind an acquisition.
A confidential beginning
Start with what can be said now.
You do not need a complete file or a final decision. A first conversation is enough to establish where the process should begin.