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Insights > Generational Group Acquires Wealth Management Firm Talis Advisors

Generational Group Acquires Wealth Management Firm Talis Advisors

By Generational Group

Talis Advisors

Generational Group is pleased to announce that one of its companies, Generational Capital LLC, has acquired a majority stake in Talis Advisors. The acquisition closed Oct. 1, 2018, and terms of the transaction were not disclosed.

Talis Advisors is an award-winning wealth management firm based in Plano, Texas, having earned national recognition from CNBC as a Top 100 fee-only wealth manager, among other honors. Talis develops personalized, unbiased strategies designed to help their nationwide clients grow, protect and transfer their wealth.

As a Registered Investment Advisor, the firm’s success stems from an advisory approach that is independent, objective and based on Nobel Prize-winning financial economic research.

“We are excited to be partnering with a company that shares common core values and is equally committed to growing and developing our future potential,” said Bob Lamse, President and Partner of Talis.

“In addition, Generational Group will help us augment and enhance client experience using best-in-class tools and additional resources.”

Brent Everett, Talis Founder, Partner and Chief Investment Officer, added, “We are simply thrilled to be part of Generational. In the past we’ve been approached by other investors but have declined because they didn’t align strategically or with our culture. In Generational, we’ve found a great fit.”

Ryan Binkley, President & CEO of Generational Group, agreed that the match is ideal. “We’ve been searching for a wealth management firm with an impressive, talented team, a great track record and one with aligned culture and values. We didn’t compromise and today we’re elated to welcome Talis to the Generational family.”

The addition of wealth management services is a natural extension for Generational, whose purpose is to make a difference in the lives of its clients and their families.

“It’s a significant day for Generational and our clients. Now, we can help clients not only unlock the wealth they’ve worked so hard to create, but also help them preserve it,” said Binkley.

This addition of Talis Advisors to Generational Group represents another stage in our firm’s development and the services we can provide our clients. If you are interested in discussing the future for you and your business with our experienced M&A professionals, contact us for more information about exiting your business.

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Generational Equity’s assistance was invaluable in compiling and marketing our business.
Bil MacLeslie, CEO, ipHouse
Your wisdom and experience were invaluable to me during this once-in-a-lifetime transaction.
Ralph Noblin, President of Noblin & Associates
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
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
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 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 thank you Eric and Generational Equity making our dream come true.
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
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 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.
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
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
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.
I would like to thank you and your firm, Generational Equity, for being our valued advisors in our journey.
Bil MacLeslie, CEO, ipHouse
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
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 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 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.
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