Mergers & Acquisitions and Private Capital Raising

Florida Office:
736 Peakes Point Dr.
Gulf Breeze, FL 32561
Phone: (850) 677-1989

Business Services

We may be bankers for entrepreneurs, but our business services clients have included some very large financial institutions and service oriented companies. Why? Our entrepreneurial approach - individual attention, creativity and confidentiality - along with a banking team and advisory board with unsurpassed financial contacts and experience make us the right choice when a combination of discretion and industry expertise is imperative.

Mergers & Acquisitions

Sikes Schools, Inc.
Sikes Schools, Inc.
Undisclosed Sale
First Tennessee Bank, NA
First Tennessee Bank, NA
M&A Advisory Series
Emission Check, LLC
has been acquired by
Dekra International, Gmbh
Illini Corporation
Illini Corporation
Fairness Opinion
Essex Investment Group, Inc.
Essex Investment Group, Inc.
has been acquired by
McDonald & Company Investments, Inc.

Capital Raising

$40,000,000
Private Placement of Convertible Preferred Stock

capital provided by affiliates of

1stPalm Financial Services, Inc.
Senior Credit Facility
1stPalm Financial Services, Inc.
Legacy provided strategic financial analysis for Board of Directors of

Perma-Fix Environmental Services, Inc.
$4,200,000
Private Placement
Perma-Fix Environmental Services, Inc.

Service Resources, Inc.
$3,000,000
Private Placement
Service Resources, Inc.

US Corrections Corp.
$60,000,000
Private Placement
US Corrections Corp.
Capital Provided by


J.H. Whitney & Co. and Chase Capital Partners
B & I Lending
Recapitalization
B & I Lending

Banco Interfin, SA
Financial Advisory
Banco Interfin, SA

Stifel, Nicolaus & Co.
Private Placement
Stifel, Nicolaus & Co.

Undisclosed

Debt Restructuring

Everen Securities, Inc.
Everen Securities, Inc.
Expert Witness Testimony
Rauscher Pierce Refsnes, Inc.
Rauscher Pierce Refsnes, Inc.
Expert Witness Testimony