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Legacy Investment Partners is a Leawood, KS-based company in the Financial Services sector.
Since opening our doors in 1937, our approach has remained decidedly simple, genuine and straightforward: know our clients well, treat them with respect and measure our success by their success. Our personal approach is the reason Waddell & Reed advisors typically enjoy long-lasting client relationships. We take your journey seriously, and will be there every step of the way, focusing on these key principles: Listening. To us, success demands not only a deep understanding of your objectives, but your needs, values, time horizon, risk tolerance and expectations. Planning. By building personalized plans supported with highly competitive investment products and dedicated service, we enable you to not only identify goals, but take consistent action toward achieving them. Advising. Our mission, every day, is to help clients at all stages and through the changes that life may bring.
Pantheon Ventures is a San Francisco, CA-based company in the Financial Services sector.
We are an M&A advisory firm who guides clients through the complex process of confidential sales and acquisitions of privately-owned, mid-tier businesses. With decades of experience, let us assist your business growth by strategic acquisition or navigate its sale by utilizing effective marketing, thoughtful due diligence, and skillful contract negotiations. Our skilled specialists will provide you the best option by weighing strategic alternatives, maximizing enterprise value and minimizing tax liability. Industries that Transact Capital serves are Business Services, Staffing, Healthcare, Manufacturing, Distribution, Construction, Technology, Transportation & Logistics.
King Street® is a $20+ billion global investment management firm founded in 1995 with offices in New York, London, Singapore, Tokyo and Charlottesville, VA.