Rochelle Park, NJ – The DAK Group, a leading investment bank specializing in middle-market mergers and acquisitions, and Legacy Partners Worldwide, a premier exit planning advisor, are pleased to announce a strategic partnership. This alliance combines the full power of Legacy’s Master Exit Planning® process with DAK’s extensive expertise guiding owners through every step of a sale, merger or acquisition, to offer business owners a comprehensive, integrated path to a successful transition.
“This partnership underscores The DAK Group’s commitment to innovation in deal advisory,” said Alan Scharfstein, CEO of The DAK Group. “Clients will benefit from a single, cohesive engagement that addresses both preparation and execution.”
The partnership delivers a turnkey solution that begins with a detailed exit roadmap and ends with a well-executed transaction. Legacy Partners guides owners through a disciplined planning process, starting with a market-based business valuation and developing a strategy that maximizes enterprise value, aligns with personal and financial goals, and prepares for a successful internal or external exit.
“By combining Legacy Partners’ rigorous exit-planning methodology with The DAK Group’s proven M&A expertise we offer a seamless experience that positions middle-market businesses to attract the right buyers and capture maximum value upon exit” said Chris Vanderzyden, CEO of Legacy Partners Worldwide.
Key Benefits of the Partnership Include:
- Master Exit Planning® Process: A structured, proactive approach to exit readiness, including:
- Business valuation and value enhancement roadmap
- Exit strategy selection: family succession, management buyout, ESOP, or 3rd-party sale
- Coordination with wealth managers, legal, and tax advisors to implement estate planning, tax mitigation and wealth preservation strategies
- Seamless M&A Execution: Expert guidance from The DAK Group through every stage of the deal—from marketing to due diligence and negotiations to close
- Expanded Network Access: Combined reach across strategic buyers, private equity, family offices, and industry specialists to broaden opportunity
- Tailored Support: Dedicated advisory teams providing hands-on service aligned with each owner’s goals, risk profile, and legacy aspirations
The Master Exit Planning® process in combination with The DAK Group’s transaction platform provides middle-market business owners with the clarity, confidence, and expertise to unlock value and transition on their terms— resulting in harvesting maximum wealth and creating a lasting legacy.
