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Generational Equity Reaches Major Milestone

By Generational Equity

m & a milestone

That headline in the press release sums up the amazing fact that Generational Equity, a prominent M&A advisory firm in North America, reached an industry-leading 500th closed transaction at the end of June. Here are some key segments from the article for you:

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. Since then, the firm has added nine additional closings, reaching 506 total transactions, with 50 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. 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."

It is, perhaps, the last sentence that is most important in the information I am sharing above. We are a privately held, family-owned business as well. And most of us have been working with owners of privately held companies for years. So our clients are not numbers, they are real people, men and women who have sacrificed much to grow a viable business from nothing in many cases. Others represent second and third generation family-owned businesses where the familial sacrifices and investment span decades.

And, we really get to know our clients. Since it takes 9-18 months to close many deals, that time is not spent simply working on spreadsheets creating buyer lists and recasting financials. Most of it is spent truly understanding the motivations, fears, desires, and financial goals of our clients.

So each of these 500+ deals represents a story. Here are a few of them:

Again, we are quite proud of now having closed more than 500 transactions. This number is hard to replicate in the lower middle-market. Why? Because we have a team of unrivaled professionals, folks that are dedicated and driven to providing world class M&A services.

If you own a business, you owe it to yourself, your family and your legacy to contact us for more information about how we can help you create a successful exit plan, just like we have done for so many business owners just like you!

Carl Doerksen is the Director of Corporate Development at Generational Equity, part of the Generational Group.

© 2016 Generational Equity, LLC. All Rights Reserved.

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Generational Equity’s assistance was invaluable in compiling and marketing our business.
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
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 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 thank you Eric and Generational Equity making our dream come true.
Larry Moore, Owner, A Company Portable Restrooms
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
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.
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
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.
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
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
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
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 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
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 would like to thank you and your firm, Generational Equity, for being our valued advisors in our journey.
Bil MacLeslie, CEO, ipHouse
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
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