"Our relationship with Legacy started well before and continues well after our deal. They have always had my back and provided me with great advice throughout my relationship with them."*
— Ricky Baker, (Fmr) Chairman, Big Tex Trailer Manufacturing
“I give Legacy Capital Advisers a 5 star review *****. Legacy went into great depth to understand the complexity of our business and capture and articulate the value of the vision of our company and its unique design. Throughout the process, Legacy was there anticipating and advising on every nuance. The value of their years of experience became quite apparent in the critical negotiations, due diligence, and the close.”*
— Doug Rassi, CEO Polywood
“Deciding to sell was an emotional decision for me. The senior partners at Legacy Capital were always there for me and served me with the utmost respect and attention. They netted even stronger results than I had expected. They are the epitome of professionalism...and now great friends.”*
— Britt Murphey, Owner (fmr) B&B Molders
“Legacy Capital was clearly the best option for me. They handled everything with integrity and discretion, keeping my transaction quiet, handling my personal issues with care, all while attaining high value for the company.”*
— Jeff Wells, Wells Cargo
“The Legacy team became “my team” in every sense. For me, this transaction was very personal and represented a life’s work. They respected that and counseled me accordingly. Looking back, I would not change a thing, and in fact recommended them to a close friend.”*
— Paul Fazio, Owner/CEO, Sonny’s Enterprises, Inc.
"…the process worked perfectly. The professionalism and personal attention was above and beyond any expectation. The greatest endorsement I can give to any company is to use them again, and in the case of Legacy, I will, without reservation, use them again.”*
— Casey Cummings, CEO ACC Climate Control
"The principals at Legacy Capital 'get' what's at stake when a business is being sold:…They went the extra mile to find a buyer who paid high value but also provided a great future home for our employees and partners.”*
— Bob Wedoff, Owner (fmr), LWG Consulting
“Legacy was my Rottweiler, defending and protecting my interests at every turn. They represented me wholeheartedly throughout the entire process and I always knew they had a strong, personal interest in the success of my transaction.”*
— Hans Ashbaugh, Owner (fmr), Elkhart Brass
“We couldn't have had better representation nor better friends after the transaction.”*
— Bud Stout, Chairman (fmr) Foremost Fabricators
"Legacy Capital closed three deals for me and each deal exceeded my expectations. They're true professionals."*
— Robert Schemel, Owner (fmr), American Eldercare
“We were great at running our business, but that did not equate to knowing how to ‘sell’ our business…we had one opportunity to hit the grand slam and Legacy helped us to knock the ball out of the park.”*
— Rick Chatellier, CEO (fmr), Pavermodule
“Not only was Legacy an outstanding advisor throughout our engagement, but remained an invaluable confidant afterwards”*
— Jim Host, Owner (fmr), ProREHAB


Polywood

Business DescriptionsUntitled

Based in Syracuse, Indiana, Poly-wood Inc. is the leading designer and manufacture of outdoor furniture constructed from recycled plastic lumber. Products include Adirondack chairs, rockers, benches, and various dining sets. The Company sells its products through independent dealers as well as most of the nation’s major retailers and E commerce platforms including Costco, Home Depot, L.L. Bean, Target, Wayfair, and Amazon.

Oxford Financial Group is an Indianapolis-based wealth management and financial services business. It identifies private investment opportunities for its high net worth clients and acts as lead organizer in their investment in privately held businesses. Cardinal Equity Partners is an Indianapolis-based private investment firm that makes direct investments in privately held businesses, often in partnership with Oxford Financial.

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Accomplishments