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Generational Group Recognized as an Industry Leader

By Generational Equity

M&A Award

I am sure that many of you own companies that are world-class performers and they are either officially or unofficially seen as a company many would like to emulate. And this type of recognition means even more if it comes from your peers, the folks that know best what a world-class organization should look like.

That is why we are so pleased as a company to win the coveted Investment Banking Firm of the Year award from our industry trade group, The M&A Advisor. The organization has been officially recognizing leaders in our field for 15 years and we have won several awards over the years, including multiple M&A Consulting Firm and Valuation Firm awards, as well as quite a few individual deal awards. You can see a few of them by following these links:

Each and every time we have won one of these prestigious awards, we have been very grateful, humbled, and honored. What it tells us is that our associates are extremely gifted individuals and that they work very hard to provide exemplary M&A services to our clients.

However, winning Investment Banking Firm of the Year for 2016 carries with it additional meaning for us given the high level of competition we had for the award:

Other finalists in this category were ALANTRA, BDA Partners, Capstone Partners LLC, FT Partners, KPMG Corporate Finance LLC, Peakstone, and Raymond James.

This is how the official press release described the significance of the award:

"The award recipients represent the finest in the M&A industry in 2016 and earned these honors by standing out in a group of extremely impressive finalists," said David Fergusson, Co-CEO and President of The M&A Advisor. "From lower middle market to multi-billion dollar deals, we are recognizing the leading transactions, firms and individuals that represent the highest levels of achievement."

Terry Johnson, Chief Revenue and Strategy Officer with The Generational Group stated, "We are delighted to be recognized by the M&A Advisor in so many categories, especially as Investment Banking Firm of the Year. These awards are a real testament to the hard work of all our associates and their dedication to our clients."

You can see why this is such a tremendous honor to have bestowed upon us and why we are so very proud to have won it.

But what does it really mean to us as an organization? Simply this: Every deal we close represents a business owner or owners who have sacrificed much over the years to grow their companies. It also means families and financial legacies that could last for generations. Because of this we never take any engagement we create lightly. Each one is not a number or simply a name to us, they are individuals who we are serving and often they become our close friends.

In fact, I had a seasoned dealmaker once tell me that he sees his role as similar to a marriage and family counselor for his clients. You can imagine the pressure that the sale of a business may have on marriages and families, and since it can take 9-18 months to close most deals, our dealmakers in many cases nearly become part of the family.

Again, the real winners in our firm being recognized are the business owners we have served over the years and the more than $3 billion (and counting) in wealth we have created for our clients. This number represents the real significance of what we do. By helping a business owner become liquid and realize the financial return he or she has put into the company over the decades, we are helping a group of entrepreneurs realize their financial dreams.

This is a huge role that we do not take lightly.

Thank you to all our associates for making our firm what it is and an even greater thank you to the business owners who have entrusted us to work for them!

By Carl Doerksen, Director of Corporate Development at Generational Equity.

© 2017 Generational Equity, LLC. All Rights Reserved.

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