LEGACYInvestment Bank
+12679347156
grahambilly@legacyinvestmentinternational.online
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VIX14.82▲ -1.24%
S&P 5005,248.32▲ +0.84%
DJIA39,127.14▲ +0.61%
NASDAQ16,442.20▼ -0.23%
10Y UST4.312%▼ +2bps
EUR/USD1.0842▲ +0.12%
Gold$2,318.40▲ +0.47%
WTI Crude$82.14▼ -0.31%
VIX14.82▲ -1.24%
S&P 5005,248.32▲ +0.84%
DJIA39,127.14▲ +0.61%
NASDAQ16,442.20▼ -0.23%
10Y UST4.312%▼ +2bps
EUR/USD1.0842▲ +0.12%
Gold$2,318.40▲ +0.47%
WTI Crude$82.14▼ -0.31%
VIX14.82▲ -1.24%
Est. 1994 · Global Investment Banking

Strategic Capital
for the world's most
Ambitious Firms

Legacy Investment Bank provides elite M&A advisory, capital markets execution, and institutional wealth solutions to corporations, sovereign funds, and family offices across 48 countries.

$2.4T+
Assets Under Advisory
340+
Transactions Closed
48
Countries Served
30+
Years of Excellence

Recognition

Industry-leading accolades

Best Investment Bank

Global Finance Awards 2025

#1 M&A Advisory

Bloomberg League Tables 2025

Top Dealmaker

Financial Times 2024

Excellence in Risk

Risk.net Awards 2024

Best Capital Markets

Euromoney 2025

Trusted by

Meridian CapitalVantage GroupNexus HoldingsOrion FinancialSovereign Wealth FundAtlas PartnersPinnacle Trust
Our Capabilities

Comprehensive Financial
Solutions & Advisory

From complex cross-border transactions to bespoke wealth strategies — we deliver across every dimension of institutional finance.

$480B+
Deal Value Advised

Mergers & Acquisitions

End-to-end M&A advisory from strategic target identification and rigorous due diligence to deal structuring, negotiation, and post-merger integration planning.

Buy-side & Sell-side Advisory
Cross-border Transactions
Fairness Opinions & Valuations
Hostile Defense & Activism
Why Legacy Investment Bank

The Standard of
Institutional Excellence

For over three decades, Legacy Investment Bank has set the benchmark for investment banking excellence. Our track record speaks through the success of our clients — from Fortune 500 corporations to sovereign wealth funds.

32%
Client Retention Rate
1.4x
Average Return Multiple
6
Global Offices
66+
Senior Professionals

Global Reach, Local Expertise

With 18 offices across North America, Europe, Asia-Pacific, and the Middle East, we combine global scale with deep local market knowledge to execute seamlessly across borders.

01

Senior-Led Execution

Every engagement is led by senior bankers with decades of experience. Our clients receive direct access to decision-makers — not junior teams — throughout the entire transaction lifecycle.

02

Fiduciary Integrity

We operate with an unwavering commitment to our clients' interests. Our conflict-free advisory model ensures that every recommendation is made with your objectives as the sole priority.

03

Proprietary Intelligence

Our research division produces over 2,000 reports annually, giving clients access to proprietary market intelligence, sector analysis, and macroeconomic forecasting unavailable elsewhere.

04
Leadership

Principals Who
Drive Results

Our leadership team brings decades of combined experience from the world's foremost financial institutions.

Jonathan Hargrove

30+ years leading landmark cross-border transactions across North America and Europe.

Former Goldman Sachs MD · Harvard MBA

Jonathan Hargrove

Chief Executive Officer

Serena Whitfield

Advised on $200B+ in M&A transactions across technology, healthcare, and industrials.

Former Morgan Stanley · Wharton MBA

Serena Whitfield

Managing Director, M&A

Marcus Chen

Executed 80+ IPOs and debt offerings totaling over $150B in capital raised globally.

Former JPMorgan · Columbia MBA

Marcus Chen

Head of Capital Markets

Isabelle Fontaine

Pioneered enterprise risk frameworks adopted by 12 G20 financial institutions.

Former Deutsche Bank · LSE PhD

Isabelle Fontaine

Chief Risk Officer

Richard Ashworth

Built and led multi-asset trading desks generating $3B+ in annual revenue.

Former Barclays · Oxford MBA

Richard Ashworth

Head of Global Markets

Priya Nair

Manages $85B+ in UHNW client assets across 22 countries with bespoke strategies.

Former UBS · INSEAD MBA

Priya Nair

Head of Wealth Management

200+
Senior Professionals
18
Global Offices
15+
Avg. Years Experience
40+
Languages Spoken
Research & Insights

Navigate Markets
With Confidence

Timely research and analysis from our global team of economists, strategists, and sector specialists.

Global Equity Markets: Navigating Volatility and Opportunity in 2026
Featured
Equity Research

Global Equity Markets: Navigating Volatility and Opportunity in 2026

Our chief strategist examines the structural forces reshaping equity valuations across developed and emerging markets, with actionable positioning recommendations for institutional portfolios.

Marcus Chen

Head of Capital Markets

April 8, 20266 min read
Central Bank Policy Divergence and Bond Market Implications for Q2 2026
Fixed Income

Central Bank Policy Divergence and Bond Market Implications for Q2 2026

April 5, 20268 min read
Cross-Border M&A Surges: Technology Sector Consolidation Accelerates
M&A Trends

Cross-Border M&A Surges: Technology Sector Consolidation Accelerates

March 29, 20265 min read
Geopolitical Risk in 2026: Building Portfolio Resilience Strategies
Risk Management

Geopolitical Risk in 2026: Building Portfolio Resilience Strategies

March 22, 20267 min read

Weekly Market Briefing

Receive our flagship research digest every Monday morning, curated by our chief strategist.

“Legacy Investment Bank's M&A team delivered an outcome that exceeded our board's expectations. Their cross-border expertise was unmatched.”

CEO, Fortune 500 Industrial Conglomerate

$4.2B Cross-border Acquisition

“The capital markets team executed our IPO flawlessly in a volatile window. Their institutional relationships and execution precision were exceptional.”

CFO, Global Technology Company

$1.8B IPO
Executive boardroom
Begin the Conversation

Ready to Transform
Your Capital Strategy?

Partner with Legacy Investment Bank to unlock access to global markets, strategic advisory, and bespoke financial solutions tailored to your most ambitious objectives.

+12679347156
grahambilly@legacyinvestmentinternational.online

Contact Us

Let's Start a
Conversation

Whether you're exploring a transaction, seeking advisory, or looking to grow your portfolio — our team is ready to help.

Headquarters

22 Bishopsgate, 40th Floor London, EC2N 4BQ

Client Services

+12679347156

Inquiries

grahambilly@legacyinvestmentinternational.online

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