Partnering with SMBs for long-term growth and value

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About Us

Legare Partners is a platform built to partner with small and medium-sized businesses (SMBs), providing perpetual capital and operational support through our unique "baby Berkshire" model. Our mission is to compound shareholder value and scale existing operations over the long-term, differentiating us from traditional Private Equity approaches.

With over 20 years of combined M&A and capital solutions experience in large-cap private equity and hybrid capital solutions, our team has originated and executed $5+ billion of deals at top-tier alternative asset management firms. Our deep relationships across the debt and equity capital markets, coupled with our ability to move quickly and decisively, position us as ideal partners for businesses seeking growth and stability.

Our Approach

At Legare Partners, we believe in fostering long-term partnerships with the businesses we invest in. Our approach is characterized by:

Perpetual Capital

Unlike traditional PE firms, we don't adhere to strict exit timelines. We're in it for the long haul, providing stable, patient capital that allows businesses to focus on sustainable growth.

Operational Support

We bring our extensive experience across industries to bear, offering strategic guidance and operational expertise to help scale operations effectively through both organic and acquisitive growth.

Preserving Legacy

We respect the history and culture of founder or family-led enterprises, working collaboratively to build upon their established success.

Flexible Partnership

We're creative in how we engage with businesses and structure our acquisitions, although we typically ask management to remain involved in business leadership post-closing.

Incentive Alignment

We strive for an ownership culture in which management and employees share in the profits of the business, incentivizing everyone to work towards the same goals.

Capital Markets Expertise

Our team's deep relationships in the debt and equity markets enable us to structure deals optimally and access additional capital when needed.

What We Look For

Legare Partners typically looks for control equity opportunities based on the following characteristics:

  • Investment Size: $10-100 million, with flexibility to go higher.
  • Geography: Northeast US, particularly the mid-Atlantic region and Massachusetts.
  • Industries: Healthcare, industrial and consumer services (both B2B and B2C).
  • Market Position: $2+ million in EBITDA with demonstrated GDP+ growth historically in $10+ billion Total Addressable Market (TAM).
  • Ownership: Founder or family-led enterprises with limited institutional capital previously (i.e. no prior private equity ownership).
  • Management: Strong interest from management to remain involved in driving continued value creation and growth post-closing.

Contact Us

We're always eager to connect with businesses that align with our investment criteria and philosophy.

If you believe your company could benefit from a partnership with Legare Partners, or if you have any questions about our approach, please don't hesitate to reach out to us at [email protected].

All inquiries are confidential.