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.

Legacy Broker · Dallas–Fort Worth

Representation

The process is the product.

A serious transaction is not a listing. It is a sequence of decisions—prepared, controlled, negotiated, and carried through close.

01 / SELL-SIDE

We take the company to market properly.

We establish value, prepare the operating story, identify qualified buyers, manage confidential outreach, negotiate the whole offer, and keep diligence moving.

See the sell-side process
02 / BUY-SIDE

We find and close the acquisition that fits.

We define the thesis, map the market, approach owners directly, qualify opportunities, support diligence, and structure a transaction that can hold together.

See the buy-side process
A well-kept precision machine shop representing an established privately held company
What changes handsOperating company · United States

What is at stake

A company is more than an asset.

It is years of decisions, customer trust, working knowledge, people, equipment, and reputation. The transaction should respect the weight of what changes hands.

We do not reduce a lifetime of work to a listing and a buyer list.

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 company's 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 founders

Named partners. Direct responsibility.

The people who begin the conversation remain responsible for the quality of the process and the outcome it produces.

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.

Founder portrait pending approved source photography
Co-founder & managing partner

Thiago Souza

Thiago works across buyer strategy, opportunity qualification, transaction structure, and the operating realities behind an acquisition.

Founder portrait pending approved source photography

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.

Begin a confidential inquiry