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Generational Group Achieves M&A Milestone with 900 Closed Transactions

By Generational Equity

900 Closed Transactions

We are pleased to announce that Generational Group, consisting of both Generational Equity and Generational Capital Markets (member FINRA/SIPC), closed its 900th transaction in April. This achievement is indicative of Generational’s continued growth in leadership among middle market investment banks.

“I am so proud of our team and their hard work over the years to reach this tremendous level of success,” said Ryan Binkley, our President and CEO, on reaching this major M&A milestone. “Our primary goal is to serve our clients by helping them both define and discover the life they want for themselves and their loved ones. It is a real honor and privilege to work with entrepreneurs to help them reach their financial and personal dreams.”

Brenen Hofstadter, Chief M&A Officer added, “Closing our 900th transaction is a significant achievement in the M&A industry. What is really most rewarding for us is that each of these transactions represents a business owner and the financial legacy for their families, making this achievement even more significant.”

Our firm was founded to help business owners and their families achieve their financial goals, creating a legacy for generations. Our associates are committed to helping privately held business owners achieve a meaningful and purposeful next phase of their lives.

This drive has led Generational Group in becoming one of the leading middle market investment banks in North America, winning multiple industry awards including:

We have solidified our leadership position by providing world-class client service and unmatched deal making capabilities. 

According to Refinitiv/Thomson Reuters, in 2019 we were once again ranked as the number one middle market investment bank for valuations up to $25 million and number two up to $100 million. We were also ranked number nine in deals valued up to $500 million, a significant achievement for a middle market investment bank.

“Our success as a firm is a result of each associate focusing on our Core Values and a relentless pursuit of achieving our client’s goals,” said Terry Johnson, Chief Revenue and Strategy Officer.  "I congratulate our entire deal making team of professionals on this tremendous accomplishment.”

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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
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 thank you Eric and Generational Equity making our dream come true.
Larry Moore, Owner, A Company Portable Restrooms
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
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
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 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 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
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 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
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.
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
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
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.
Your wisdom and experience were invaluable to me during this once-in-a-lifetime transaction.
Ralph Noblin, President of Noblin & Associates
Generational Equity’s assistance was invaluable in compiling and marketing our business.
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.