Pioneering a New Succession Model for Colorado’s Essential Business Owners.

LEGACY OF COLORADO

Colorado Isn’t Just Where We Operate - It’s the Foundation of Our Long-Term Investment Strategy

We are Building a Local Portfolio of Essential Businesses that are Critical to Colorado's Economy and Long-term Growth. We are excited to build a portfolio of essential businesses in Colorado, partnering with business owners who want to see their companies thrive for generations to come. With a strong, locally rooted team of owner-operators who have built businesses in Colorado, we are deeply connected to the communities we serve and committed to helping small business owners transition their companies without sacrificing local ownership and independence. Our approach keeps businesses in the hands of those who built them, preserving their legacy, employees, and impact on Colorado’s economy.

With 99.5% of Colorado businesses classified as small, the state offers a resilient and entrepreneurial environment. Our model is designed to help local business owners scale and thrive, ensuring they remain competitive and well-positioned for future economic shifts. We are particularly focused on businesses located in Denver, Colorado Springs, Boulder, Fort Collins, and the surrounding Front Range, where rapid urban expansion and increasing infrastructure demands are creating significant opportunities.

Tear Sheet

Presentation

The Colorado Portfolio

Businesses that provide essential, non-discretionary services vital to Colorado's ecosystem

Led by the original management teams and maintained under an independent operational framework, maintaining their name, culture, and core values

Companies will be synergetic and complementary to each other - leveraging shared resources, operational synergies, a unified back-office system, and cross-selling opportunities to scale

Companies will be poised to capitalize on the transformational shifts shaping Colorado’s economic landscape

FAQ

Sectors That Excite Us

We like businesses essential to public health, safety, and the daily functioning of Colorado

```
Cybersecurity & Defense Technology
```
```
Government & Defense Contracting
```
```
Mission-Critical Facility Services
```
```
Sustainable Waste & Water Management
```
```
Electrical System Installations
```

High-Voltage Power & Transmission Infrastructure

```
Standby Power Generation
```

Aviation Infrastructure & Aerospace Support Services

```
Air Quality & Environmental Services
```
```
Specialized Testing & Compliance
```
```
Home Services & Construction Management
```

Keeping Colorado Businesses in Local Hands

Legacy Holdings is family-funded, supported by a group of families, some of whom have owned the very types of businesses we seek to invest in. These families are deeply committed to preserving the legacy of small business owners and supporting the next generation of essential companies across the nation. Our approach focuses on keeping businesses locally owned and operated, with an emphasis on long-term sustainability.

To achieve this, we’ve partnered with Colorado-based entrepreneurs, regional banks, and family offices dedicated to reinvesting in the state’s small business communities. These partnerships allow us to build a strong, community-driven foundation for our Colorado portfolio, securing lasting value for both business owners and the communities they serve.

Jack leads Legacy’s Colorado team, bringing deep industry expertise and a strong local presence. A Colorado resident, Jack has built a career in complex construction management, delivering large-scale projects across multiple industry sectors. Jack’s experience working with small, family-owned businesses in Colorado stems from founding Arrow Management, a Denver-based construction management firm, and his tenure at Spartan Construction Management. At Spartan, Jack served as Director of Operations, where he played a key role in overseeing project execution, financial strategy, and operational leadership for construction projects across the state. Before that, he worked as a Project Executive, focusing on real estate development, team management, and optimizing project workflows. Throughout his career, Jack has contributed to the growth of multiple general contractors, leading project execution, field operations, and pre-construction planning, while also managing client relations and company strategy. His experience includes over $100 million in public and private developments, adaptive reuse projects in Washington, D.C., and infrastructure expansion in Antarctica—demonstrating his ability to manage complex, high-stakes projects. With a deep understanding of Colorado’s construction landscape, Jack is committed to supporting and growing businesses in the region, leveraging his expertise to help Legacy Holdings build a network of high-performing companies that drive local impact.
Christian, a Colorado native, brings a diverse background in construction management and public service to Legacy’s team. With experience in general contracting, he has worked on large commercial projects and heavy civil construction, developing expertise in project management, team leadership, and operational execution. Christian has rapidly advanced in the construction industry, proving his ability to manage complex projects and lead high-performing teams. His hands-on approach and strategic mindset have made him an asset in coordinating large-scale builds while maintaining strong client and team relationships. Beyond construction, Christian serves as a part-time firefighter-EMT for Clear Creek County, Colorado,
Spencer, a Boulder, Colorado native, brings a unique blend of local expertise and national perspective, shaped by a decade in New York City. Coming from a family of small business owners, he has firsthand insight into the challenges and opportunities that define Colorado’s essential industries. Spencer’s career spans branding, marketing, advertising, and consulting, where he worked with top firms in NYC to refine positioning, accelerate growth, and drive strategic direction for businesses across various industries. One of his most notable achievements was co-founding a full-service creative ad agency during the recession, successfully scaling it to over 25 employees before leading it through a successful acquisition. Now back in Colorado, Spencer leverages his strategic expertise and deep industry knowledge to support the growth of small and mid-sized businesses, helping them build strong operational foundations and achieve long-term success
Will is a key member of Legacy Holdings’ Colorado team, where he focuses on developing investment strategy, underwriting new opportunities, and building strong relationships with business owners across the Colorado region. As a resident of Colorado, Will has built a career at the intersection of investment strategy and business operations. After earning his degree from Tulane University, he joined Spartan Investment Group, a rapidly growing firm focused on acquiring and developing self-storage assets. At Spartan, he led the underwriting and feasibility process, serving as the primary analyst on over $190 million in closed deals. Beyond analytics, Will also played a pivotal role in sourcing off-market opportunities and cultivating relationships with business owners across the Colorado region.