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Insights > Generational Group Reaches M&A Landmark with 1,100 Closed Transactions

Generational Group Reaches M&A Landmark with 1,100 Closed Transactions

By Generational Group

1100 Closed Transactions

We are pleased to announce that Generational Group has closed its 1,100th transaction.

We closed our 1,000th deal in April and we remain on track to shatter our 2020 record for number of deals closed. Generational deal closings are up 60% YTD over 2020.

According to David Fergusson, Executive Managing Director, M&A and Technology Practice Leader, “Closing our 1,100th transaction is a significant achievement in the investment banking industry, a meaningful reward for the diligence and commitment of our dedicated team.”

“While our achievements have been significant across the country, we can point to the dramatic growth of our Eastern North American region as a key factor in this year’s record-breaking results.”

Chief M&A Officer Brenen Hofstadter said, "While M&A has been cyclical, we are now experiencing something that has been anticipated my entire 30-year career – the beginning of the M&A SuperCycle fueled by the retirement of the baby-boomer generation. This will result in $10 Trillion+ of aggregate deal values and liquid wealth transfer."

With offices in 16 cities, Generational is a leading investment banking firm for privately held businesses and is consistently ranked as one of the top middle-market investment banks in North America.

Our organization was founded to help business owners reach their personal and financial goals, creating a legacy for generations. Our associates are committed to helping successful entrepreneurs attain a meaningful and purposeful next phase of their lives.

Terry Johnson, Chief Revenue and Strategy Officer, added, “Our success as a firm is driven by each associate’s dedication to our Core Values and a passionate commitment to serving our clients. We have great momentum and I congratulate our entire team of M&A professionals on this momentous achievement.”

We have maintained our leadership position by providing world-class client service and unmatched deal making capabilities. According to Refinitiv, in 2020 Generational was once again ranked as the #1 middle market investment bank in deals closed for valuations up to $25 million and #2 up to $100 million.

We were also ranked #8 in deals valued up to $500 million and 11th in deals up to $1 billion, an impressive achievement for a middle market investment bank.

The awards and recognition are especially noteworthy, given Generational is only 1 of 2 privately held investment banks in the Top 10 $500 million rankings.

Ryan Binkley, President and CEO, stated “I am extremely proud of our team and their hard work over the years to reach this incredible level of success. Our foundational goal is to serve our clients by helping them both define and discover the life they want for themselves and their loved ones. This is the purpose that fuels our passion to succeed.”

Binkley added, “It is a real honor and tremendous privilege to work with entrepreneurs to help them reach their financial and personal dreams.”

If you’d like to learn more about our firm and our approach to helping clients unlock the true potential of their exit plans, visit the following links:

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

© 2021 Generational Equity, LLC All Rights Reserved

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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
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
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
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 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.
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
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
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 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
Your wisdom and experience were invaluable to me during this once-in-a-lifetime transaction.
Ralph Noblin, President of Noblin & Associates
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
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 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
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 must say that I have never worked with a more driven, competent and focused individual as Don Ho.
Jay Dinnison, Owner of Sharpe Mixers
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.
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
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
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
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
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.