How did Halstatt Legacy Partners get involved in Entrepreneurship through Acquisition?

Halstatt Legacy Partners is the result of Halstatt's interest in the following:

  • Continuing its prior success in direct private equity investment

  • Moving down-market where valuations are more compelling

  • Forming long-term partnerships, defined by aligned incentives, with exceptional, young entrepreneurs

  • Maintaining the integrity of that partnership by limiting it to the entrepreneur and Halstatt

  • Protecting communities through the economic benefits of small business success

  • Generating investment returns through long-term ownership and profit distributions, not liquidation events

Shannon Jones and Halstatt's leadership aligned around these interests to devise an investment model.  We were inspired by Entrepreneurship through Acquisition and studied the good and bad from its many forms (search funds, incubators, self-funded, etc.).  We chose to keep the tenets, or devise new ones, that are consistent with our philosophies for partnership, entrepreneurial risk-taking and investing.

What is Halstatt?

Halstatt is a family owned investment firm located in Naples, Florida, and proud to be affiliated with the Barron Gift Collier legacy. We have enjoyed a long history of successful real estate development in Southwest Florida, and over the years we have cultivated a valuable network of trusted operating partners and investment managers. Today, Halstatt and our affiliated firms manage our own capital as well as that of a select number of family offices and institutional investors across a broad range of asset classes.  Halstatt and our affiliates conduct direct investment across real estate, venture capital, private equity, public markets and entrepreneurship through acquisition.

Halstatt Legacy Partners' sole source of capital is Halstatt.  We have no other limited partners involved in our investments.