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In 2015, our founding Partners formed a team with over 10 years of M&A experience and a combined 20 years of business ownership to create Legacy.  Our team has experienced many transactions up close in corporate roles, but more importantly, as business owners.  We have made the tough decisions, learned how to navigate the process for a successful transition, and in the process learned how to improve the transaction experience.


Selling a business is extremely complex and requires a knowledgeable, experienced team to deliver the best results.  Our proprietary process, team approach, and strict adherence to ethics and confidentiality allow us to best serve our clients and help them achieve their goals.

Bill Bath
Managing Partner

Bill is a Founder and Managing Partner of Legacy.  He is a business strategy and value chain improvement executive with experience in functional management, consulting leadership, strategic analysis and tactical execution.  Throughout his career he has worked in a variety of industries as an external consultant and a functional leader.    Read More

Steve Cobb
Managing Partner

Steve Cobb is a Founder and Managing Partner of Legacy.  He offers years of financial experience as a Chief Financial Officer, Controller, International Auditor and Derivatives Trader.  The first 11 years of his financial career were spent with auto & truck part manufacturing giant, Dana Corporation. 

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