FI  Halstatt Legacy Partners

     Office Locations:

2640 Golden Gate Parkway
Naples, FL 34105



  • Middle Market



  • Business Services
  • Manufacturing & Industrial
  • Transportation & Distribution



    Founded in 2012, Halstatt Legacy Partners' mission is to help exceptional entrepreneurs, motivated by intellectual challenge, autonomy, customer value creation, teamwork and wealth generation to optimize their search for the right acquisition, and their ability lead that business to new levels of growth and profitability. Halstatt prefers sellers who want to retire or transition out and focus more on finding good businesses, less on specific industries. The firm looks for EBITDA or pre-tax profit between $750,000 and $4,000,000 and a history of sustained profitability.

    Investment Firm Key

       VC = Venture Capital
       PE = Private Equity
       A = Angel
       I = Incubator
       MB = Merchant Bank
       VD = Venture Debt
       FI = Family Investment Office
       FOF = Fund of Funds
       ED = Economic Development Office   
       TT = Technology Transfer Office
       CVC = Corporate Venture Capital
       SEC = Secondary Purchaser
       HF = Hedge Fund/Mutual Fund
    Venture Capital
    Seed Stage
    (includes "pre-seed," or
    concept stage)
    No Revenue
    Early StageMinimal
    Growth Stage
    (also called Mid-stage)
    Expansion Stage
    (also called Late-stage)
    $7M and greater
    Private Equity
    Lower Middle Market$10M-$249M
    Middle Market$250M-$499M
    Upper Middle Market$500M-$1B
    Large Cap>$1B

    Investment Team:

    Name   Title
    Get the complete investment team + individual email addresses for investment team partners. Get personal images, LinkedIn links, investment specialties, office locations and more with a National Database subscription.
    Matt Littell Principal
    Patrick George Principal
    W. Shannon Jones Managing Director


    Portfolio companies include:


    Recent News: