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The DAK Group and Legacy Partners Form Strategic Partnership to Deliver Comprehensive Exit Planning & M&A Solutions for Privately Held Businesses

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.

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VCI – Emergency Vehicle Specialists recapitalized by Tightrope Capital & NewSpring Capital

VCI is the preeminent full lifecycle sales and service provider of emergency ambulance solutions to first aid squads, EMS organizations, fire departments, hospital organizations, municipalities, and private medical transport companies in the Mid-Atlantic Region. VCI was recapitalized by private equity firms Tightrope Capital Partners and NewSpring Capital.

DAK led a competitive, sell-side process for VCI, generating multiple offers from a wide range of strategic buyers and financial sponsors. By positioning the combination of VCI’s market leadership position, comprehensive services offering, strong manufacturer relationships, and robust backlog, DAK achieved an outstanding outcome for the company’s shareholders.

The acquisition provides the shareholders of VCI an opportunity to accelerate its growth strategy by expanding its core ambulance business, building out the value-added segments of conversions and remounts, implementing operational improvements, and pursuing acquisitions with the help of its new partners. Tightrope and NewSpring have an opportunity to leverage VCI’s strong management team and operating platform to build a multi-regional player in emergency ambulance solutions.