Insights & Info

Insights > Happy Holidays from Generational Equity!

Happy Holidays from Generational Equity!

By Generational Equity

Happy Holidays

As this will be our last insight for 2017, and given that the spirit of the season is upon us, we wanted to take this opportunity to say:

WE WISH YOU A WONDERFUL HOLIDAY SEASON AND A PROSPEROUS AND DELIGHTFUL NEW YEAR!

As an organization, we have much to be thankful for this year. In November we learned that The M&A Advisor had named us Investment Banking Firm of the Year for 2017, repeating the same feat we achieved in 2016.

On top of this, we were also recognized in a number of deal categories including:

  • Consumer Staples Deal Of The Year (Under $100MM): Acquisition of Ellison Bakery by Blackford Capital
  • Utilities Deal of the Year: Acquisition of Red Wolf Company LLC by Broadwind Energy Inc.
  • Corporate/Strategic Deal of the Year (From $10MM – $25MM): Acquisition of Red Wolf Company LLC by Broadwind Energy Inc.

By early December we had passed our two-year-old record in terms of deals closed, having our best year ever, and with 10 days left in the month should beat all forecasts of deal closings for the firm. In 2017, for the ninth year in a row, we are anticipating that we will once again be one of the top-ranked M&A advisory firms in North America based on Thomson Reuter’s league tables. Finally, we are also nearing $4 billion in total wealth transferred to our clients since our inception.

Although we are very thankful for these industry awards and rankings, and for the prosperous year 2017 turned out to be, what we are most thankful for are the clients we get to work with each and every day.

It is truly an honor to help business owners and their families achieve their financial dreams. We work very hard as a team to help them reach their goals as part of an exit strategy and we take our responsibility as their M&A advisor to heart.

What really drives our organization is our dedication to these core values:

Excellence – Skill, Accountability, Results

Diligence – Persistence, Commitment, Dedication

Integrity – Trust, Transparency, Truth

Unity – People, Harmony, Teamwork

Golden Rule – Respect, Love, Stewardship

With these in mind, our associates approach every client engagement in the same manner with one goal: Helping them exit their companies for maximum value.

So again, in closing, we thank all of our clients for their trust in us and:

WE WISH YOU AND YOUR FAMILY A BLESSED, PEACEFUL, JOYOUS HOLIDAY SEASON AND A FABULOUS 2018!

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

© 2017 Generational Equity, LLC. All Rights Reserved.

Make an informed decision

The best decisions in life are informed decisions. We release educational business insights like this every week. Subscribe to make sure you don’t miss the latest news, views and analysis.

Success

Success, you have been added to our list.

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
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
Generational Equity educated and informed us – so that we could be on the upside of a good decision (to sell).
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
Your wisdom and experience were invaluable to me during this once-in-a-lifetime transaction.
Ralph Noblin, President of Noblin & Associates
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 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
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 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.
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.
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
Generational Equity’s assistance was invaluable in compiling and marketing our business.
Bil MacLeslie, CEO, ipHouse
We thank you Eric and Generational Equity making our dream come true.
Larry Moore, Owner, A Company Portable Restrooms
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
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 quickly recognized that Don was working for Sharpe Mixers above all else, and held our interests above others.
Jay Dinnison, Owner of Sharpe Mixers
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 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
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 would like to thank you and your firm, Generational Equity, for being our valued advisors in our journey.
Bil MacLeslie, CEO, ipHouse