# Highland Legacy Capital

> Highland Legacy Capital acquires and operates established private businesses in the $10M–$50M range. We are hands-on operators — not a private equity firm, not a holding company. We buy one business, move in, and run it. Employees stay. The legacy continues. The business gets better.

## Who We Are

Felipe Rojas and James Jackson are the co-founders of Highland Legacy Capital. Combined, they bring nearly 20 years of experience in management consulting (McKinsey & Company, Deloitte Consulting), M&A execution, and hands-on small business operations.

- Felipe Rojas: Industrial engineer (Purdue), MBA (Cornell), supply chain and operations strategist. Has led large-scale transformations for Fortune 500 companies and grew up working in his family's distribution business in Mexico.
- James Jackson: Corporate finance (University of Texas at Austin), former McKinsey engagement manager specializing in M&A and life sciences strategy. Grew up in a family of entrepreneurs in South Texas and recently helped prepare a family business for sale.

## What We Look For

- Annual earnings (EBITDA): $2.5M to $25M
- Enterprise value: $10M to $50M
- EBITDA margins above 15%
- B2B services, industrial services, tech-enabled healthcare, and related sectors
- Continental United States, with emphasis on Texas, Colorado, the Midwest, and Virginia
- Owners who are retiring, transitioning, or looking for a succession plan that protects what they built

## What Makes Us Different

### We protect your employees
We are not financial engineers looking to cut headcount. We are operators who will work alongside your team. We keep the people who made the business successful. Our first 180 days are focused on learning the business, earning trust, and supporting the existing management team — not restructuring it.

### We protect your legacy
We acquire one business and commit fully to it. This is not a portfolio play. Your company will not become a line item inside a larger fund. We take personal ownership and direct operational responsibility for the business we acquire.

### We are flexible on deal structure
We work with sellers to design deal structures that make sense for their financial and personal situation. That includes seller financing, equity rollovers, earnouts, and tax-efficient payment streams. We structure deals that work for the seller first.

### We bring institutional capital without institutional behavior
Our investors are experienced, patient, long-duration capital providers. They provide follow-on equity, board-level governance, and strategic counsel — but they do not interfere with day-to-day operations. The business runs like a business, not like a fund.

### We have real operating experience
Between us, we have led teams of 30+, managed global M&A transactions exceeding $50 billion in aggregate value, and operated inside a family business. We understand what it takes to run a company, not just analyze one.

## Our Approach to Buying a Business

1. Introductions (1–2 weeks): Initial conversation, preliminary review, indication of interest
2. Letter of Intent (1–2 weeks): Detailed information gathering, formal offer
3. Due Diligence & Closing (6–8 weeks): Final diligence, purchase agreement, close

## Industries We Focus On

- B2B industrial services (fire and life safety, testing and calibration, industrial maintenance, water treatment, hazardous materials)
- Tech-enabled healthcare (remote patient monitoring, care management, provider services)
- Oil and gas services (pipeline integrity, environmental services, safety compliance)
- Medical and laboratory equipment services (calibration, maintenance, compliance)
- Outpatient physical therapy and rehabilitation
- Post-acute care and home health services
- Behavioral health (multi-provider models)
- Revenue cycle management and healthcare back-office services

## Contact

- Felipe Rojas, Co-Founder & Managing Partner: felipe@highlandlegacy.capital | 202-340-5112
- James Jackson, Co-Founder & Managing Partner: james@highlandlegacy.capital | 512-645-8023
- Website: https://highlandlegacy.capital