We are pleased to announce that two of our M&A professionals, Chad Comroe and Tristan Keeffe, have been named as 2022 Emerging Leaders in the financial services industry by The M&A Advisor.
The M&A Advisor, now in its 24th year, was founded to offer insights and intelligence on mergers and acquisitions, establishing the industry’s leading media outlet. Today, the firm is recognized as the world’s premier leadership organization for mergers & acquisitions, restructuring and corporate finance professionals.
Chad Comroe, Managing Director, M&A at the Generational headquarters in Dallas, works directly with middle market business owners in developing and executing successful exit plans. Chad has over 10 years of experience and knowledge of corporate valuations, financial modeling and analysis, and M&A transactional expertise. Chad recently closed Indepak and Glacier Glove.
Senior Vice President, M&A, Tristan Keeffe from the firm’s New York office, is a key member of the deal team and supports several Managing Directors for the marketing and sale of Generational clients across North America and Europe. In addition, Tristan is a valued member of the Company’s Technology Practice Group. Tristan recently worked on Integral Industries and R.C. Stevens.
The recognition of Generational’s Emerging Leaders comes on the heels of The M&A Advisor naming Generational Group the 2022 North American Investment Banking Firm of the Year.
The M&A Advisor will host two Awards Galas in New York City to introduce the Emerging Leaders Award Winners to the business community and celebrate their achievements. The Emerging Leaders Awards Galas are features of the 2022 Leadership in Dealmaking Summit on September 20-21, 2022 and the 2022 Future of Dealmaking Summit on November 15-16, 2022. Both exclusive events will pair current and past Emerging Leaders winners together with their peers and industry stalwarts.
Stephen Crisham, Executive Managing Director of M&A - Western Region, stated, “Chad has consistently closed a high portion of his transactions, creatively solving many deal issues which satisfied both buyer and seller. He extends this creativity and judgement to the dealmaking group as a whole. As time passes, I envision his ability will enable him to lead and manage at successively higher levels of management within the company.”
Executive Managing Director of M&A - Technology Practice Leader, David Fergusson, said, “Since joining our firm, Tristan has consistently exemplified the core attributes that contribute to successful M&A professionals. His commitment to excellence in research, strategy and transaction execution is only exceeded by his extraordinary client service. I am very pleased with, but not at all surprised by, his selection as an emerging leader in the financial services sector.”
Ryan Binkley, President and CEO of Generational, added, “I congratulate Chad and Tristan on being recognized by The M&A Advisor. They personify the Core Values our Company is based on, and I look forward to their continued growth as individuals and professionals.”
“The Emerging Leaders Awards were born as the ‘40 Under 40 Awards’ in 2010 to recognize and celebrate the achievements of young M&A, Financing and Turnaround professionals, who have reached a significant level of success and made notable contributions to their industry and community. With the challenges undertaken over the past two years, the 2022 award recipients join a truly remarkable, global network of outstanding young professionals,” said Roger Aguinaldo, Founder and CEO of The M&A Advisor.
“In the previous 12 years, The M&A Advisor has recognized over a thousand professionals who remain at the top of their professions. Emerging Leader Award winners will continue to have a significant effect on the advancement of our industry. Through the support of business, philanthropic, academic and personal development experts, we are establishing a connected “leadership community” with the mandate to empower these successful young professionals to improve the life experiences of others through their career,” added Aguinaldo.
For a complete list of the 2022 Emerging Leaders Award Winners click here.
Carl Doerksen is the Director of Corporate Development at Generational Equity.
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I would like to thank you and your firm, Generational Equity, for being our valued advisors in our journey.Bil MacLeslie, CEO, ipHouse
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.
Your wisdom and experience were invaluable to me during this once-in-a-lifetime transaction.Ralph Noblin, President of Noblin & Associates
Generational Equity educated and informed us – so that we could be on the upside of a good decision (to sell).Bil MacLeslie, CEO, ipHouse
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 wanted to take this opportunity to thank you for all that you have done for us. Not only did you take care of all the aspects of the sale but took extra care to make sure we knew what it looked like every step of the way. I will definitely recommend your company to anyone that is in a position to or looking to exit their business.Shane and Johanna Kline, Owners of Vision Upfitters
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 thank you Eric and Generational Equity making our dream come true.Larry Moore, Owner, A Company Portable Restrooms
After attending a conference with GE, I decided that the value they bring would be worth the expense and as soon as I started working with them, I realized that was the right decision. When we started to get LOIs, Fred Zweifel took the lead on the communication and supported negotiations throughout the process, which got tricky as we moved forward. I learned that it can be common for companies to make a great offer then work to erode that price with their discoveries, but Fred and the GE team kept that from happening.Caroline Connelly, CEO, OptoTest
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
Generational Equity’s assistance was invaluable in compiling and marketing our business.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 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
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 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.
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 professionals at Generational Equity then helped develop a roadmap for enhancing the value of the firm and an evaluation report. This was completed by June 14, 2021. We then developed the Confidential Information Memorandum and put Taylor Studios, Inc. on the market by July.Betty L. Brennan, President, Taylor Studios
Generational Equity’s professional staff helped me every step of the way. Their network and professionals are the only reason I sold my company this quickly. For me this is a once in a lifetime sale and I was unfamiliar with the process. I was able to lean on them with questions and concerns.
I decided to attend the conference and hopefully receive some guidance on how to structure an exit plan of my business. Upon arriving at the conference, I was so impressed with the presentation given by Generational Equity that I set a future appointment that week to discuss the possibility of selling my business with their Senior Managing Director David Robinson.JoAnn Ellis, Owner of Fondren 5 Star Kennels
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
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.
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
The most important contribution I think Ahmad made was with his personality and work ethic. He is sincere, efficient, and very hard working. He was available to me at all times, whether it was for specific detail of the negotiation or just to talk through the bigger picture. He listened, advised, and recommended, but never forced his idea or opinions. In the time we worked together, he became a valued colleague and also a friend.Salvo Stoch, Founder and CEO of Sleeping Partners
We were represented by Michael Goss with Generational. The due diligence was grueling and exhausting, but Michael propped us up and kept us motivated throughout the process. Debi and I continued to ask each other how we could possibly make it through this process without the assistance of Michael. Michael's professionalism and knowledge is absolutely amazing, and we are so blessed to have had him by our side as we made our future dreams come true.Bob and Debi Lee, Owners of BL Technology, Inc and BL Tl Services, LLC
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 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.
Through the sale process, Generational brought in several interested buyers and we closed in about 6 months. I am so glad I accepted that invitation to the conference and could not be happier with the whole process. The team at Generational coupled with their knowledge and guidance was so valuable that in the end, I know I could never have done this on my own!JoAnn Ellis, Owner of Fondren 5 Star Kennels
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
Thanks to you, the entire GE team and especially Michael Goss for driving a great valuation, coaching me and driving the process across the finish line. Please let me know if there is anything I can do to support GE going forward.Tom Currier, Former President & CEO, Rackmount Solutions
We had the pleasure of working with Mr. Ahmad Behjati Managing Director, M&A, for Generational Equity during our acquisition of Papa's Dodge in late 2021. Generational Equity and Mr. Behjati represented and marketed Papa’s Dodge. As our primary contact, Mr. Behjati was professional in every facet of this acquisition process, conveying valuable advice most times and assisting us in every step of the process.Rick Greene of Dobbs Equity Partners LLC
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