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Insights > From the Desk of Ryan Binkley, President & CEO of Generational Equity – November 2017

From the Desk of Ryan Binkley, President & CEO of Generational Equity – November 2017

By Generational Group

Ryan Binkley November

Hello and welcome!

One of the most satisfying aspects of my role as President & CEO of Generational Equity is to hear our clients’ stories of their exit journeys. In our lead article in this month’s newsletter you hear one such story from Mike Polarek, a business owner we aided in finding an optimal buyer for earlier this year. 

Mike’s story is not unique in that at the 11th hour, his initial deal fell through. Fortunately, he had an experienced Generational Equity dealmaker working with him who was able to keep Mike focused on the goal of eventually exiting the company and moving on to the next stage in his life. We were eventually able to help Mike achieve his personal and financial dreams, the ultimate objective with all of our clients.

I hope you find Mike’s story not only inspiring but also insightful and helpful, as you work on your exit strategy.

Just as with Mike Polarek, Generational Equity is always here to assist with your exit journey.   Over the past several years we are proud that no M&A advisory firm has helped more lower middle market companies (companies with valuations up to $150 million) successfully exit their businesses than we have. This is based on Thomson Reuter’s research which you can look at by following this link:

In addition to our rankings, we have also been recognized by The M&A Advisor, a leading M&A association, as the Investment Banking Firm of the Year in 2016,  the Valuation Firm of the Year in 2014 and 2015 and the M&A Consulting firm of the Year in 2011 and 2013. This year, Generational Equity was once again named Investment Banking Firm of the Year at the latest awards ceremony as our firm also won four of a record 31 award nominations for 2017.

Our dealmakers are skilled and experienced in negotiating within our vast buyer network and we are ready to meet with you and discuss your specific opportunities.  

Because we are expecting to see strong buyer interest in the lower middle market in the ensuing months, I encourage you to reach out to us if you are interested in attending a complimentary exit planning conference, or if you prefer, a face-to-face private meeting to discuss your options. We believe that it is vital for business owners to develop succession plans that will protect and defend the significant equity they have built into their businesses. Now is the time to begin the process and making an informed decision.

So please call us at 972-232-1121 or send an email to info@generational.com if you would like information about a conference in your area or if you would like to meet with us one-on-one. If you would like to find a conference near you, use this link

And if you haven’t already done so, please feel free to subscribe to our corporate blog using this link:

Subscribing will allow you to stay up-to-date on the latest trends in M&A planning and provide timely research to give direction as you consider your exit timing and strategies.

Thank you for your time and I wish you all the best for the remainder of 2017!  

Ryan Binkley

President & CEO, Generational Equity

www.generational.com

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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.
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.
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
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.
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
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
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
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
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
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
Generational Equity educated and informed us – so that we could be on the upside of a good decision (to sell).
Bil MacLeslie, CEO, ipHouse
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
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
Generational Equity’s assistance was invaluable in compiling and marketing our business.
Bil MacLeslie, CEO, ipHouse
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
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.
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
Your wisdom and experience were invaluable to me during this once-in-a-lifetime transaction.
Ralph Noblin, President of Noblin & Associates
I would like to thank you and your firm, Generational Equity, for being our valued advisors in our journey.
Bil MacLeslie, CEO, ipHouse
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
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 thank you Eric and Generational Equity making our dream come true.
Larry Moore, Owner, A Company Portable Restrooms