Who We Are
At Legatum Familiae, our name reflects our mission. Legatum means legacy. Familiae means family. Everything we build, support, and invest in is rooted in those two pillars.
We believe business is not just about transactions — it is about transformation. It is about helping families create opportunity, stability, and generational impact.
We are honored to walk alongside entrepreneurs, investors, and families as they take bold steps toward ownership, growth, and generational legacy.
The Founders
Mary Soldano
Mary is one of the top SBA 7(a) lenders in the nation, having successfully financed over 100 small business acquisitions across the country. With a deep understanding of how access to capital creates opportunity, she helps entrepreneurs secure funding through the SBA 7(a) program at Truliant Federal Credit Union.
In addition to her lending expertise, Mary is also a member of First Choice Business Brokers, where she plays a key role in guiding business owners through the transition of ownership—helping them pass on their legacy to the next generation of entrepreneurs
Matt Soldano
Matt is an experienced entrepreneur, business broker, and operator with a passion for legacy-driven business transitions. He co-leads the acquisition and operational strategy for Legatum Familiae, drawing from his own experience as a small business buyer and owner.
Family first, always.
Family comes first in our own lives. We are blessed with four children who remind us daily why legacy matters. Every decision we make — personally and professionally — is filtered through the lens of stewardship, faithfulness, and long-term impact.
Our Team
Our team of financial consultants combines deep industry expertise with practical, real-world experience to help clients navigate funding, acquisitions, and strategic growth with confidence.
Shem Doupe
Shem is a national SBA 7(a) lending expert with a focus on Mergers and Acquisitions. Having created and sold a successful startup, Shem has first-hand knowledge and experience of what it takes to own, operate, and sell a business. Shem leverages his deep understanding of business ownership combined with his knowledge of the SBA 7(a) loan program to help entrepreneurs in a unique way.
Consultant
Margie Doyle
Margie brings decades of experience in strategic planning, hospitality management, and operational leadership to the team. She has a unique talent for empowering teams to operate at their highest potential—driving performance while increasing the bottom line. Margie’s work centers on helping families, business owners, and buyers think long-term, guiding them through both the exit and entry points of ownership with vision and clarity.
Consultant
ConsultantMatt Jefferys
Matt is a financial consultant with a background in corporate finance and small business operations. After leading audits and managing international contracts at Dow Jones, he now helps entrepreneurs secure funding, analyze acquisitions, and build sustainable business structures. As a small business owner himself, he brings practical insight to every client engagement.
Contact us
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