King Goh, CFA

Observer
DISC Type : ci

Managing Partner at Legion Holdings

San Francisco, California, United States

Overview

King is the Co-Founder and Managing Partner at Legion Holdings, an AI-native growth buyout firm focused on business services. A Chartered Financial Analyst (CFA), he was previously a Partner at Headline ($4. 5B AUM) and a VP in Morgan Stanleys Private Equity expansion capital team.

He was on the board of Pismo, a fintech company that was successfully acquired by Visa for $1 billion during his tenure.

Personality Overview

Assertive

Value Driven

Curious

They can sound friendly and charming but can quickly change gears to become inquisitive and probing.  They are generally strong communicators and are not easy to convince. They often ask many questions and rely heavily on information and documentation.

Topics They Care About

AI Business Rollups
Co-founded Legion Holdings to acquire and modernize business services companies using agentic AI, combining technology with a focused M&A strategy.
B2B Payments
Has deep expertise in the payments sector from board roles at successful fintechs like Pismo (acquired by Visa), Helcim, and Zeller.
Growth Stage Investing
Spent over seven years as a Partner at Headline and VP at Morgan Stanley Private Equity, focusing on expansion capital for technology and services companies.

Media Appearances

King has no verified media appearances

Work History

2025
Managing Partner at Legion Holdings
2022 - 2025
Partner at Headline
2018 - 2022
Principal at Headline
2015 - 2018
Vice President (Morgan Stanley Private Equity) at Morgan Stanley
2013 - 2015
Senior Associate at Morgan Stanley

Education

Education details unavailable from UNSW Business School
Study abroad from UBC Sauder School of Business

More Information

Social Presence :

Prographics :

Exp : 16 Location : San Francisco, California, United States Job Level : N/A Designation : Managing Partner at Legion Holdings
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Insights For Selling To King

During A Call Or A Meeting

DO's

  • Use phrases like ‘clear proof that’, ‘data shows’ etc.
  • Focus on immediate action-items rather than the larger goals
  • Be prepared for a lot of questions, answer them objectively

DONT's

  • Avoid making offhand commitments
  • Don’t be too objective but make sure to pad your storytelling with data points
  • Don’t rely excessively on your relationship with them to win the deal

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with King is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from King

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will King move?

  • They like to analyze well and then make their decisions.
  • Can King take some risk or not?

  • They systematically evaluate all decisions and are unlikely to take many risks.

You And King

Personality Compatibility


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