THE LEGACY FUND
A QUALIFIED OPPORTUNITY ZONE + GROWTH FUND
The Legacy Opportunity Fund intends to provide investors unique access to private equity growth capital opportunities, identified and evaluated by an experienced team of successful entrepreneurs, while offering investors an opportunity to take advantage of a full suite of tax benefits offered under the 2017 H.R. 1, known as the Tax Cuts and Jobs Act (the “TCJA”). The General Partner will manage the Fund as a Qualified Opportunity Zone Fund (“QOZF”) and target early and growth-stage, high-potential businesses that focus on Agriculture and Healthcare and operate in federally Qualified Opportunity Zones. The Legacy Fund’s priority will be the protection and growth of investors’ capital and realization of maximum tax benefits.
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The Legacy Fund’s investment objective is to achieve capital appreciation through equity investments in companies located in areas designated as Qualified Opportunity Zones (“Investments”). The Fund intends to deliver tax-free investment returns to investors by identifying promising investment opportunities, providing innovative capital solutions, and actively contributing seasoned management expertise to maximize long-term performance and value. The Fund’s portfolio will focus on early- and growth-stage Agriculture and Healthcare companies that display the potential to scale effectively and are positioned for success in their respective markets, and have targeted exit potential.
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The General Partner intends to deploy the funds raised in this Offering in equity investments in Portfolio Companies in diversified asset classes including, but not limited to, Healthcare and Agriculture, and may also include greenfield, brownfield, value-add, and opportunistic real estate investments from time to time. The General Partner believes these sectors are well positioned to leverage new technologies and financially benefit from enhanced operational efficiencies provided by the Fund.
The Fund is targeted specifically for investors who want to leverage the tax benefits on capital gains from Qualified Opportunity Zone Businesses, while benefiting from the potential upside of a private equity growth fund with the intent that all Portfolio Companies qualify as Qualified Opportunity Zone Businesses (“QOZBs”).
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Note that, as with all investment funds, venture investing carries risks, and the Fund’s ability to achieve its return objectives is not guaranteed.
We have an increasing network of agriculture and healthcare related businesses. We are positioned with market opportunities and growth potential. With investments often lasting more than 10 years, we are committed to strengthening local economies using a collective effort of: increasing access to fresh foods and healthcare services; creating sustainable agriculture and healthcare jobs; and promoting healthier outcomes in underserved communities. These commitments are essential for corporate responsibility and investment success. Our defined approach to managing assets are:
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Acquire assets generally with long-term investment horizons;
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Emphasize the purchase of businesses that improve access for targeted zones;
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Acquire assets that create synergies to improve job growth; and
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Provide equal employment opportunities to all members of local communities, with emphasis on rural areas.
In following the above strategy, we will focus on businesses located within designated opportunity zones in the Southeast, to include but not limited to, Alabama, Arkansas, Mississippi, Tennessee, and Texas.
We follow a strict due diligence process before acquiring an asset. This examination covers legal ownership rights, suitability of third-party managers, joint-venture partners, operators, and financial risks and return.
THE IMPACT WE WILL ACHIEVE