ABOUT US
Legacy Path Holdings is an investment firm that focuses on acquiring and managing lower middle-market service businesses. We are the partner of choice for businesses that are looking for operationally-focused collaboration. As prior operators, we understand what it takes to grow and to ensure the legacy of businesses. We are entrepreneurs who procure a custom team built for every new partnership that best positions the company for its next stage of growth. ​
Having served as operators, Legacy Path has a unique perspective
in understanding the needs of businesses.
INDUSTRY KNOWLEDGE
By leveraging our expertise in lower middle-market businesses, we know how to navigate the challenges of growth. We seek sustainable growth through the training and development of teams and creating a shared vision for growth. We position companies for success over the long-term.
OPERATIONAL EXPERTISE
Our deep operational knowledge allows us to implement best practices, develop team members, integrate and upgrade systems and infrastructures, recruit professionals and industry experts, and establish growth initiatives.
INVESTMENT CRITERIA
INDUSTRY FOCUS
Outsourced Healthcare Services; Business Services; Education Services
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EBITDA TARGET
$500k - $5 million
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GEOGRAPHY
U.S.
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OWNERSHIP
Majority Control Investments; Flexible Control Investments
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TRANSACTION TYPE
Founder Succession; Shareholder Buyouts; Recapitalization; Corporate Divestitures; Add-on Acquisitions
OUR TEAM
Our team has advised on over $10 billion in transactions and has partnered with over 30 companies and small businesses. Having served as operators and advisors, we have a unique perspective in understanding the needs of owners and helping guide them through the important decision of transitioning their business.
JORGE LOPEZ
JORGE LOPEZ - Founder and Managing Partner
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Jorge has led growth for organizations over the last decade. Most recently, Jorge was CEO of Midwest Vision Partners leading the growth of the organization from 5 locations to over 70 locations across 5 states. Before his role at Midwest Vision, Jorge established the strategy and corporate development department at Athletico Physical Therapy, supporting their growth from 200 locations to over 500 locations and expanding in 13 markets across five states.
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Jorge began his professional career as a consultant with Accenture and as an investment banker at Barclays and Moelis. Jorge received his MBA from the University of Chicago Booth School of Business and his BSBA from the University of Florida.