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Generational Capital Markets: 2017 in Review

By Generational Group

M&A Advisor Awards Deals

2017 has been an excellent year for Generational Capital Markets. During one of the strongest seller’s market in history, our dealmakers helped numerous business owners exit their company and positively impacted the future growth of several organizations. It was a pleasure to work with each and every client over the last 12 months, guiding them on how to sell a company and finding buyers that had the best interests of their business at heart.

Generational Capital Markets’ results were recognized throughout 2017 by several leading names in the industry, including The M&A Advisor. As the benchmark for dealmaking excellence, The M&A Advisor highlights the most significant transactions, firms and professionals in the current market.

Back in June, we were grateful to win the Private Equity Deal of the Year Award (from $10MM – $50MM) at the International M&A Awards. This was for the acquisition of our client Dock Edge +, Inc. by Canada Metal (Pacific) Ltd., which closed in September 2016.

Our team’s in-depth expertise across all industries ensures that clients will be confident of securing a successful deal structure with the ideal buyer. This was very present throughout 2017 as we were delighted with the deals that we helped conclude for clients over the past 12 months.

Award-Winning Deals at Generational Capital Markets

At November’s 16th Annual M&A Advisor Awards, we were delighted that two deals closed by Generational Capital Markets were acknowledged.

Firstly, the acquisition of Red Wolf Company LLC by Broadwind Energy Inc. received both Utilities Deal of the Year and Corporate/Strategic Deal of the Year (from $10MM – $25MM). This was a prominent deal in middle-market manufacturing, and was a perfect example of a synergistic acquisition. With both Red Wolf and Broadwind complementing their expertise and target markets, their combined efforts would help both establish themselves in their industry.

The other award-winning deal was Blackford Capital’s investment in Ellison Bakery, which won Consumer Staples Deal of the Year (under $100MM). President of Generational Capital Markets, Brenen Hofstadter, and Vice President Julio Dominguez were lead advisors for this transaction, where long-running independent bakery, Ellison Bakery, was looking to continue their growth through the strategic approach and monetary investment of Blackford Capital.

“It was important to the Ellison family to maintain the management, staff and culture of the business post-closing, and to align with a partner committed to growth,” said Hofstadter. “The Blackford team fit that criteria and more.” Being able to nurture a deal of this nature that would undoubtedly help both companies achieve their ambitions was particularly rewarding for our team.

These award-winning transactions were just the centerpieces of Generational Capital Markets’ deal activity for 2017. Other notable deals included:

  • A private investor acquired R&S Drugs Inc., a deal focused on maintaining the company’s commitment to local ownership and personal service
  • Wood Group’s acquisition of CEC Controls, a partnership that will help CEC accelerate their international expansion efforts
  • Coastal Field Services being purchased by Primoris Services Corporation, one that allows Primoris to offer their clients a wider range of specialist services
  • Echo Engineering’s acquisition of Ammex Plastics, which was a unique match of strategic and cultural mindsets in the manufacturing sector

These, alongside other successful transactions, have helped the Generational Group push towards $4 billion in wealth generated for clients since its foundation.

How Generational Capital Markets Could Help You

Every year brings new opportunities, and Generational Capital Markets is keen to make 2018 as memorable as this past year. Our clients benefit from our comprehensive approach to M&A, with professionals skilled in handling higher value acquisitions. We excel at overcoming the potential difficulties that can derail these transactions, building solid exit strategies and securing optimal deals.

Clients who work with us can be assured of a dependable service, as we are proud members of both FINRA and the SIPC. This, along with our team’s extensive experience, assures clients that they are protected in the pursuit of a satisfying conclusion.

Talk to our M&A professionals today at 972-232-1121, or through our dedicated contact page.

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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 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
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. P.S. Given my experience with GE I felt comfortable enough to sign up with Generation Wealth Advisors!
Tom Currier, Former President & CEO, Rackmount Solutions
We thank you Eric and Generational Equity making our dream come true.
Larry Moore, Owner, A Company Portable Restrooms
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.
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
Generational Equity’s assistance was invaluable in compiling and marketing our business.
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.
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
I would like to thank you and your firm, Generational Equity, for being our valued advisors in our journey.
Bil MacLeslie, CEO, ipHouse
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
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 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
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
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
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
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
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
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.
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.
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.
Betty L. Brennan, President, Taylor Studios
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
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
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 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
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
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.
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
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
Your wisdom and experience were invaluable to me during this once-in-a-lifetime transaction.
Ralph Noblin, President of Noblin & Associates