About

United Legacy was founded on a simple idea: the discipline used in corporate finance and M&A — reading the real numbers, structuring deals, managing crises — shouldn't be reserved for large corporations. It applies just as directly to a business owner trying to turn a company around, a small business trying to win its first government contract, or someone who needs a financial plan built for real life instead of a spreadsheet template.

Background

United Legacy is led by Marcelo, whose career spans corporate finance, M&A, and business turnaround advisory across major organizations including Santander, Cielo, BRF Global, Amcor, Amazon, and BJ's Wholesale Club. He holds an MBA from Universidad Europea (Madrid) and has firsthand entrepreneurial experience, having founded and successfully sold a food business. He currently serves as State Manager at Seabra Foods and is a licensed real estate agent in Connecticut.

Our Approach

We don't believe in one-size-fits-all advice. Every engagement starts with the same question a good corporate finance analyst asks first: what do the actual numbers say, not what does everyone assume? From there, the plan is built around the specific business, the specific risk, and the specific goal.

Get in touch: contact@unitedlegacyservices.com