Legacy Group
Legacy Group · Advisory & consulting

Independent thinking for complex opportunities.

Legacy Group serves as a global advisor to a consortium with a presence in Abu Dhabi, Zug, Luxembourg, and the Cayman Islands. We advise on financing, alternative assets, and off-market transactions.

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What we advise on

Advice across the investment lifecycle.

We bring financial analysis and market perspective to decisions about capital, privately sourced opportunities, and long-term value. Our role is to help clients evaluate options, structure transactions, and understand the risks involved.

01

Capital advisory

We assess equity and debt options, financing structures, and the implications of leverage for a proposed transaction.

02

Opportunity assessment

We help clients evaluate alternative assets, including private equity, real estate, infrastructure, and renewable energy.

03

Transaction planning

We consider due diligence, negotiation, financing, and potential exit routes in the context of each opportunity.

Off-market opportunities

Finding context beyond the open market.

Off-market transactions are not publicly listed. We support clients in identifying, assessing, and navigating these opportunities with attention to local conditions and confidentiality.

Strategic partnerships

We work with relevant market participants to understand the background, counterparties, and commercial terms of potential transactions.

Local perspective

Our consortium perspective spans Abu Dhabi, Zug, Luxembourg, and the Cayman Islands, with local factors informing each assessment.

Discretion

Sensitive discussions and privately negotiated deals call for discretion throughout the advisory process.

Consortium presence

Abu Dhabi · Zug · Luxembourg · Cayman Islands

World map showing the consortium’s presence in Abu Dhabi, Zug, Luxembourg, and the Cayman Islands.
Sector perspective

Sector knowledge informs better advice.

Our advisory work considers the distinct financing, operating, and regulatory questions in each sector.

01 /

Real estate

Advice on commercial assets, developments, and privately negotiated property transactions, including financing and exit considerations.

02 /

Private equity

Assessment of private businesses, growth capital needs, transaction structures, and potential strategic exits.

03 /

Renewable energy

Review of solar, wind, and other infrastructure opportunities, including project funding and local market conditions.

Financial and risk advisory

Structure decisions around the full picture.

Our consulting perspective includes debt structuring, tax and regulatory considerations, hedging, and exit planning. Specialist legal and tax advice may be needed for any specific transaction.

Financing

We examine funding options, cash flow assumptions, and the effect of debt on resilience.

Cross-border considerations

Legal, tax, currency, and regulatory factors vary by market and require local review.

Exit planning

Potential routes to realization and changing market conditions are considered early.

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Request a consultation.

Tell us what you would like to discuss. We will review your enquiry and get in touch by email.

Or write directly to office@legacy-group.com

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