Mission

Cavan Legacy's mission is to provide small-to-medium sized business owners in Southern California with liquidity and an attractive succession plan as they consider retirement or other next steps in their lives.

Owners who are passionate about preserving their legacy, the future of their company, employees, customers, and community, and willing to support the transition fit best with Cavan Legacy's purpose.

Time Horizon

Unlike other investors, Cavan Legacy has no plan to flip your business in a few years and wants to remain in the business for the long haul. 

Commitment

Cavan Legacy is committed to continuing to invest in, run and support your business, and maintain the privacy and strict confidentiality of all conversations and information.

People

Cavan Legacy wants to acquire a business with passionate employees and continue to foster an environment with growth and opportunities.

Having closed over 10 deals across a variety of industries in the last five years, Cavan Legacy’s founder brings both the transaction experience required to get to a close and an understanding of how to quickly learn a new industry.