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Generational Equity Reaches M&A Milestone with 500 Closed Transactions

By Generational Equity

Jul 14, 2016, 04:00 et

Generational Equity, a leading mergers and acquisitions advisor for privately-held, middle-market businesses, is pleased to announce that at the end of June, it closed its 500th transaction with a total valuation of nearly $2.7 billion dollars.

Since then, the firm has added six additional closings, reaching 506 total transactions, with 47 closed so far this year, a record pace for the firm. This is a level unmatched among M&A consulting firms specializing in the middle-market (companies valued below $150 million).  

According to Dwight Jacobs, Executive Vice President, Mergers and Acquisitions for the firm, "It is truly an honor to be leading the team that has reached such a significant record." 

He added, "We have found the best talent, developed the team, mentored them and now we are poised to reach even higher levels of transactional success."

Generational Equity was founded with one goal in mind: To help entrepreneurs, business owners, and family businesses achieve their financial goals through the monetization of their largest asset.  

Tom Farrell, Executive Vice President of Generational Equity stated, "I have been in the M&A business for nearly 30 years but I can honestly tell you that being part of the Generational Equity family and its success brings me the greatest professional satisfaction of my career. We truly have gifted M&A professionals on our team."

Generation Equity is one of the leading middle-market M&A advisory firms in North America.

Having won multiple industry awards including Valuation Firm of the Year by the M&A Advisor in 2014 and 2015 as well as M&A Consulting Firm of the Year in 2011 and 2013, the firm has solidified its leadership position by providing exemplary client service and deal-making capabilities.

According to Thomson Reuters, no M&A advisor has closed more deals in the middle-market than Generational Equity over the past several years.

Ryan Binkley, President of Generational Equity added, "Our success as a firm is due to the hard work and dedication of our fantastic team. But what we always remember is that each of these 500 closed transactions represents people, business owners and their families, and helping them reach their financial dreams is really most gratifying to us."

About Generational Equity

Generational Equity provides mergers, acquisitions, strategic growth advisory services, and information for privately held and family-owned businesses to exit their companies successfully.

Generational Equity uses a four-phase approach that includes M&A education, financial analysis and reporting, sales documentation and deal-making ability to offer business owners an unparalleled level of commitment and experience, all focused on helping to release the generational equity and wealth in every business.

Generational Equity is headquartered in Dallas, TX, has more than 200 professionals located throughout North America, and was recently recognized by the M&A Advisor as the Valuation Firm of the Year.

For more information, visit www.genequityco.com, the Generational Equity Press Room, or the Generational Equity Blog.

I quickly recognized that Don was working for Sharpe Mixers above all else, and held our interests above others.
Jay Dinnison, Owner of Sharpe Mixers
The help you provided us during each step of this process made us feel very comfortable and confident we were selecting the right approach to transition our Company.
Andy Graham, Vice President, Modern Heating & Plumbing
We thank you Eric and Generational Equity making our dream come true.
Larry Moore, Owner, A Company Portable Restrooms
I need to say an immense thank you to Don Ho for his stellar work ethic, attention to detail, and tireless effort. Also thank you to the whole crew at GE! Without you, Don could not do such a phenomenal job. We were shooting for closing and funding before the end of 2020, due to the uncertainty of the political landscape and taxes. I am happy to report we closed last week and will be funding tomorrow.
Dr. Caty J. Catron PhD, RN, VA-BC – Owner, Vic The Picc, LLC
Thanks again Phil and feel free to have a future client call me if they would like a referral. You are a true professional!
Andy Graham, Vice President, Modern Heating & Plumbing
I couldn’t have asked for a better team than Michael and Deborah. We couldn’t have done it without them.
Robert Evans, President and CEO of Mealtracker Dietary Software
We will highly recommend Generational Equity and Musa Jagne to any business owner about to embark on the same process.
Karen S. Williams, CFO, BW Manufacturing
I am pleased that I was able to work with Andrew Byrd throughout this experience. From the first meeting we had in Minneapolis I felt that I was in good hands. His knowledge and expertise is second to none. He guided the process consistently throughout. I feel lucky that I was pared with Andrew and could not be happier that I chose Generational Equity to handle this major life event. Thank you Andrew and GenEq for everything!
Eric Erlandson, Owner, Action Fastenings, Inc.
We knew it would be a difficult task to have someone really understand our business and our market, prior to researching a possible buyer, so it was imperative that we found someone of your caliber, with definite proven experience in this area.
Rick Nowak, President/CEO, Kurz Electric Solutions, Inc.
I must say that I have never worked with a more driven, competent and focused individual as Don Ho.
Jay Dinnison, Owner of Sharpe Mixers
The process was much more involved than I expected and your help, experience and advice was a big factor in making the negotiations go as smoothly as possible.
Terry D. Wickman, President, Keytroller
We are extremely pleased with the way Generational Equity handled the sale of our company. Your associates, Tom and Chris, did an outstanding job of getting us (me) through the process.
Michael J Polarek, President, Paragon Packaging
T.D., thank you so much! You are a great leader! I love how you are using your gifts and talents to better others. You are clearly a GREAT COACH! This 3 day session undoubtedly changed the future of our business, and very well may have been the sole catalyst to save my company, my health and my marriage! A genuine “thank you” from the bottom of my heart.
Bryan D. Horn, Owner, Over Under Clothing
Generational Equity educated and informed us – so that we could be on the upside of a good decision (to sell).
Bil MacLeslie, CEO, ipHouse
I would like to thank you and your firm, Generational Equity, for being our valued advisors in our journey.
Bil MacLeslie, CEO, ipHouse
Thank you again for all your guidance and support. Any company will achieve what they intend, if they have you on their team!
Rick Nowak, President/CEO, Kurz Electric Solutions, Inc.
Greetings Mike. Thank you for the captivating and compelling presentation you made at the Phoenix presentation last week. Over many years in business yours was the most informative and well-presented presentation, on any subject, that I have ever attended! Your energy and enthusiasm combined with your concise and captivating support of your positions with easily understood examples and data was compelling.
Pete L.
Bruce and I wanted to take this opportunity to thank Generational Equity for assigning Musa Jagne to our transaction. In Bruce’s words, “Musa did one hell of a job for us!”
Karen S. Williams, CFO, BW Manufacturing
Dear Chris and Andre, I just wanted to say thinks for all your help. Even though this process was not an easy one, it was comforting to know that I had a capable team standing beside me. As I said before you made me feel like we were almost your only client or at least the most important one. Thanks again, and I will recommend your service in the future.
Shenille Engelhart, Owner – CLS Technology
Your wisdom and experience were invaluable to me during this once-in-a-lifetime transaction.
Ralph Noblin, President of Noblin & Associates
Tom Staszak is one of the most professional people I have dealt with in my last forty years of business. You’ve got a great group of people and you have built a truly professional organization.
Michael J Polarek, President, Paragon Packaging
We were happy to see the interest in our company and what we cherished has not just a valuable company but an important company to the communities we served in.
Larry Moore, Owner, A Company Portable Restrooms
Generational Equity’s assistance was invaluable in compiling and marketing our business.
Bil MacLeslie, CEO, ipHouse
Michael worked tirelessly, He followed every lead meticulously and urgently to make sure nothing was missed.
Robert Evans, President and CEO of Mealtracker Dietary Software
I wanted to write you a quick letter to express our appreciation and our delight on the outcome of helping us through the process of our recent sale. We are very happy with the end result, and are very happy to be able to move forward with all of our future growth plans.
Terry D. Wickman, President, Keytroller
We are very happy with the end result, and are very happy to be able to move forward with all of our future growth plans.
Rick Nowak, President/CEO, Kurz Electric Solutions, Inc.