For generations, family-owned and founder-led companies have been the backbone of this country. Nearly half of their owners have no clear successor — we exist to be one worth choosing.
Wall Street is rapidly rolling up America's small businesses — loading them with debt, cutting staff, sacrificing quality, raising prices, and preparing them for resale. American Legacy offers a different kind of transition grounded in long-term thinking, responsible ownership, and respect for the people, reputation, and legacy behind each business.
Our team is led by founders and entrepreneurs who have built and grown businesses themselves. We understand the weight of ownership — making payroll, serving customers, supporting employees, and building a company that lasts. We are now investing our own capital in a select number of businesses we intend to own for the long term.
A fund-driven model led by capital allocators, not operators, focused on short-term financial performance, fund returns, and defined exit horizons
An owner-led model built around operating experience, personal capital, long-term thinking, and responsible stewardship.
Priority Pool Service was built from the ground up into one of the largest independent pool service companies in the Southwest. Through disciplined operations, strong local leadership, consistent customer service, and thoughtful expansion, we grew across multiple markets while creating jobs and maintaining the quality and culture that drove its success.
Built a team with meaningful careers and advancement opportunities.
Employees earned a meaningful share of the company's profits.
Trusted to provide service by thousands of homeowners each week.
Earned through reliable service and a consistent customer experience.
Founded with a single insurance broker, Wrangle 5500 grew into the nation's leader in the preparation of Health & Wellness Form 5500 and related ERISA compliance services, serving 86 of the top 100 insurance brokers nationwide — proudly doing so with 100% domestic American labor and no offshore support.
Every filing prepared in the United States — no offshore desk ever touched a return.
Employees earned a meaningful share of the company's profits.
Nearly 3x the industry average, built on promotion from within.
Earned through reliable service and a consistent customer experience.
L2 Structures was acquired in 2019 and repositioned from a regional event-tent business into one of the nation’s leading providers of temporary industrial and construction structures. Through a focused market strategy, disciplined operations, and the development of a sophisticated sales organization, the company expanded nationally, grew its industrial and construction business from zero to one of the largest in the nation, and was ultimately acquired by United Rentals in 2024.
Expanded the median project size from approximately $30,000 to $180,000 through stronger positioning, capabilities, and sales execution.
Rewarded the team’s contribution by distributing a meaningful portion of the equity sale proceeds to employees.
Completed more than 200,000 field labor hours while maintaining a strong commitment to safety.
Earned repeat business through reliable execution, responsive service, and consistent project delivery.
Whether you’re ready to sell or simply exploring your options, we’d welcome the opportunity to learn about your business and what matters most to you. Every conversation is confidential, straightforward, and without obligation.