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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 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 would like to thank you and your firm, Generational Equity, for being our valued advisors in our journey.
Bil MacLeslie, CEO, ipHouse
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
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.
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 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.
Dear Chris and Andre, I just wanted to say thanks 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. 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
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 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 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
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 quickly recognized that Don was working for Sharpe Mixers above all else, and held our interests above others.
Jay Dinnison, Owner of Sharpe Mixers
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 thank you Eric and Generational Equity making our dream come true.
Larry Moore, Owner, A Company Portable Restrooms
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
Generational Equity’s assistance was invaluable in compiling and marketing our business.
Bil MacLeslie, CEO, ipHouse
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
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
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
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
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
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 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
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