About

WHO WE ARE —

THE MISSING LINK

The Legacy Group is an alternative asset manager that targets profitable investment opportunities with high social and environmental impact in Latin America.

We generate value by leveraging our team’s local knowledge and international expertise to provide a direct link between our investments in developing markets and the rest of the world. We give our investors the chance to invest directly in projects that not only produce favorable returns, but also have a positive social and environmental impact on all relevant stakeholders.

OUR VALUES —

INVESTMENT RETURNS & meaningful IMPACT

We believe that we can, and must, generate both compelling investment returns for our investors as well as positive social and environmental impact for all stakeholders in the business. At Legacy Group, we leverage the power of capitalism and business creation to serve others as a force for greater good.

OUR IMPACT STRATEGY

1

PLANET

Transform and redevelop business processes in agriculture, technology and our industries to drive a more efficient, circular, and low-waste economy.

2

PEOPLE

Empower all people who help bring our products to market to thrive at work, at home, and in their communities. Embed education and employee well-being in everything that we do.

3

COMMUNITY

Improve our local communities by providing families with educational support and economic opportunities. Enhance the vitality and resilience of these communities.

OUR TEAM —

FINANCIAL PROFESSIONALS IN DEVELOPING MARKETS

Our team is made up of professionals with strong backgrounds in private equity, investment banking, asset management, real estate, agriculture and international law. Everybody shares in our vision that capitalism can be a force for lifting up communities, preserving our environment, and creating long-term value for all investors and stakeholders.

COLE SHEPHARD

Partner

ADAM JASON

Partner

JOSH ZIEGELBAUM

Director, Investor Relations

ROBBY KUSTER

Senior Investment Associate

JOSE CARDONA

PolygonUs CEO

INVESTMENT CRITERIA —

MEASURABLE IMPACT

It isn’t good enough to simply say that our businesses and investments have an impact. We use the U.N. Sustainable Development Goals as the framework for our investments and directly measure our impact using IRIS metrics in order to provide clearly-defined goals.

ADDED VALUE

Our team identifies previously overlooked opportunities for targeted investments that show the greatest growth potential in which our experience most effectively suits the work needed.

COLLABORATION

We look for companies that present fantastic opportunities to synergize with existing businesses. By creating an ecosystem of smart, motivated business leaders, our portfolio companies have been able to efficiently confront each other’s challenges, from software development to capital-raising.

HOW WE CHOOSE OUR INVESTMENTS —

INDUSTRIES THAT VALUE IMPACT

IDENTIFY OPPORTUNITIES

BUSINESS MODEL CREATION

IMPACT ASSESSMENT

THE
BUSINESS
MODEL

Choose an industry where key stakeholders are already
environmentally and socially-responsible. These stakeholders
can be our suppliers, client and investors.

Using traditional capitalistic theory; pinpointing opportunities that our
management team is uniquely positioned to tackle.

Formulate a specific business model and thesis based on the relevant factors
for the identified opportunity.

After identifying the economic opportunity, we do a full review of the tangible and
intangible impact the business model and assets have on relevant stakeholders.

Make strategic adjustments to the business model to target specific qualitative and
quantitative goals that have the clearest impact on stakeholders. These adjustments should
also add value by improving the overall economic, environmental and social sustainability of
the business.

INDUSTRIES THAT VALUE IMPACT

Choose an industry where key stakeholders already environmentally and socially responsible. These stakeholders can be our suppliers, investors etc.

IDENTIFY OPPORTUNITIES

Using traditional capitalistic theory; pinpointing opportunities that our management team is uniquely positioned to tackle.

BUSINESS MODEL CREATION

Formulate a specific business model and thesis based on the relevant factors for the identified opportunity.

IMPACT assessment

After identifying the economic opportunity, we do a full review of the tangible and intangible impact the business model and assets have on relevant stakeholders.

THE BUSINESS MODEL

Make strategic adjustments to the business model to target specific quantitative and quantitative goals tha have the clearest impact on stakeholders. These adjustments should also add value by improving the overall economic, environmental and social sustainability of the business.

COLE SHEPHARD

Partner

Cole currently serves as a Partner of Legacy Group, an alternative asset manager that targets profitable investment opportunities with high social and environmental impact in the U.S. to LATAM. Legacy Group’s mission is to bridge the gap between financial capital and promising investment opportunities with a hope to build a new community of investors, market-leading companies and workers that will leave behind a legacy for generations to come. Since inception in 2015, Legacy Group has successfully placed capital and provided advisory services to companies operating within the following industries: real estate & hospitality, agriculture, arts & technology, and education.


Prior to forming Legacy Group in early 2015, Cole spent the previous eight years working for a global professional services firm (PricewaterhouseCoopers) specializing in accounting, advisory and consulting solutions. During Cole’s tenure with the firm, he was stationed in the United States, Bermuda, Hong Kong SAR and Beijing, China.


While working in the United States and Bermuda, Cole primarily focused on accounting and advisory services to clients in industries spanning oil extraction and distribution, healthcare, banking, private equity, hedge funds, offshore trusts, and biotechnology. For nearly four years, Cole was located in Asia providing advisory and consulting services to clients participating in global mergers and acquisition activities. Here, Cole concentrated on the financial services and real estate sectors and spent a majority of his time advising on cross-border deals in the areas of business strategy review, business valuation, buyer and seller due diligence, tax structuring and business carve-out analysis. Cole’s deal experience has included transactions around the globe with deal sizes into the billions of USD.


Cole graduated Valedictorian from North Carolina State University in 2006 with a bachelor’s degree in accounting and finance, to which he earned his master’s in accounting from the same university the following year. Cole became a licensed United States Certified Public Accountant in 2008.

ADAM JASON

Partner

Adam Jason is a Partner of Legacy Group. Adam joined Legacy Group in 2017 after eight years practicing law in the United States. He specializes in corporate finance, corporate governance, securities regulation and international business transactions, having advised companies and investment banks on initial public offerings (IPOs) and offerings of debt and equity securities exceeding an aggregate of $10 billion. After graduating from law school, Adam worked for two international law firms, Jones Day and then Vinson & Elkins LLP. He has advised the world’s leading investment banks, including, among others, JP Morgan, Morgan Stanley, Citibank and Goldman Sachs. Adam has also served as outside counsel for some of the world’s most recognizable brands, such as The Sherwin-Williams Company, R.J. Reynolds Tobacco, Procter & Gamble, Macy’s and Yeti Coolers.

Originally from Buffalo, New York, Adam has a Bachelor’s Degree from Ithaca College, and a Juris Doctorate from New York Law School, where he graduated magna cum laude, served as an editor for the New York Law School Law Review and, for two years, interned with The Honorable Paul A. Crotty, United States District Court Judge for the Southern District of New York.

JOSH ZIEGELBAUM

Director, Investor Relations

Josh currently serves as Director of Investor Relations at Legacy Group and is based in Fort Lauderdale, Florida. He is responsible for managing investor communications, onboarding, individual and commercial clients, as well as overall support of company initiatives. The dynamic work experience Josh has gained throughout his career gives him a unique perspective on both sales and operations. 


Prior to joining Legacy Group, Josh worked as Vice President of Business Development for Lifeafar Capital, a boutique private equity and asset management firm where he led his team’s capital-raising efforts. Before that, he was a Private Banker for Wells Fargo with a focus on complex credit needs and investments in public securities. During his time at Wells Fargo, Josh climbed through the ranks and received multiple internal recognitions and awards for his efforts. He most recently managed a book of business for high-net worth individuals and business owners in Miami Beach. Josh is originally from New Jersey where he studied economics at Rutgers University, and received a Series 7 license in 2017. He is known for his passion around building deep relationships with his clients and for consistently acting in their best interests.

ROBBY KUSTER

Senior Investment Associate

Robby takes on multiple responsibilities on the Legacy Group team. His primary role is as Senior Investment Associate, which includes market research, data analysis, and creating financial models for new projects and evaluating their feasibility alongside the management team. He also manages the creation of investor quarterly reports and new opportunities presentations for current and potential investors/partners. In addition to his work with the Legacy Group, Robby assists the Green Coffee Company team with building pricing models, marketing strategy, sales, and logistics.


Before joining Legacy Group, Robby worked in Medellin, Colombia for an alternative asset management firm that focused on socially and environmentally-responsible products. He graduated from Davidson College in North Carolina with a degree in Economics, and is fluent in English and Spanish.