Insights & Info

Insights > Happy Holidays from Generational Equity!

Happy Holidays from Generational Equity!

By Generational Equity

Happy Holidays Generational Equity 2020

We recognize that 2020 has been a very challenging year for all of us. But even in the darkest of times, we hope that over the next couple of weeks you can set aside some time and focus on what you have to be thankful for.

As an organization, we have much to be thankful for.

First and foremost, we are thankful for our clients, the business owners that have entrusted us to guide them on their growth and exit journey. We have been touched to see the resiliency, dedication, and creativity exhibited by our clients in the past few months. Their ability to adapt, improvise and overcome is truly awe-inspiring to us.

We are also thankful for the tremendous team of professionals we have here working with us at Generational. As a testament to their skills, we recently learned that our company and many of its associates have been recognized by our industry peers for excellence in service to our clients. These awards include:

From M&A Advisor 2020 –

VALUATION FIRM OF THE YEAR

INFORMATION TECHNOLOGY DEAL OF THE YEAR ($10MM-$25MM)

Acquisition of Mainstreet Computers by Convenient Payment Systems, a holding of The Beekman Group
Lead Dealmaker: Phil Pizzurro

PRIVATE EQUITY DEAL OF THE YEAR ($25MM-$50MM)

Acquisition of Cawoods Produce by Mr. Greens, an Investment of Shoreline Capital
Lead Dealmakers: Chris Heckert and Andre Farahmandi

M&A DEAL OF THE YEAR ($50MM-$100MM)

Acquisition of Mission Bell Manufacturing by USA Millwork, Inc.
Lead Dealmakers: Stephen Crisham and Lori Galloway

INTERNATIONAL AWARD – HEALTHCARE/LIFE SCIENCES DEAL OF THE YEAR

Acquisition of Spectrum Solutions and Go-2 Fulfillment by DW Healthcare Partners
Lead Dealmakers: Michael Goss and Don Ho

INTERNATIONAL AWARD - PRIVATE EQUITY DEAL OF THE YEAR (Over $50MM To $100MM)

Acquisition of Spectrum Solutions and Go-2 Fulfillment by DW Healthcare Partners
Lead Dealmakers: Michael Goss and Don Ho

From Texas Monthly Magazine and D Magazine, Generational Wealth Advisors (GWA) was awarded –

  • 2020 – Five Star Wealth Manager Brent Everett
  • 2020 – Five Star Wealth Manager Bob Lamse
  • 2020 – Five Star Wealth Manager Stephen Hart
  • 2020 – D Magazine’s Best; Top Wealth Manager – Generational Wealth Advisors
  • 2020 – D Magazine’s Best; Best Financial Planner – Sarah Crowe
  • 2020 – D Magazine’s Best; Best Financial Planner – Stephen Hart

Most impressively, this was the 10th consecutive year that GWA was named one of the Top Wealth Management firms by D Magazine! It was also the third time our Valuation Team has been named Valuation Firm of the Year!

So, despite all the challenges we faced as a firm in 2020, the skill, hard work and dedication of our associates enabled us to monetize our clients and help them and their families achieve their financial dreams.

We would love the opportunity to do the same for you!

In closing, we are wishing all of our readers a Happy Holiday and a Wonderful New Year! We can’t wait to see what 2021 will hold as we continue to strive to do our best to help our clients grow along their exit path.

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

© 2020 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 thank you Eric and Generational Equity making our dream come true.
Larry Moore, Owner, A Company Portable Restrooms
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
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.
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 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.
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’s assistance was invaluable in compiling and marketing our business.
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
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 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.
Your wisdom and experience were invaluable to me during this once-in-a-lifetime transaction.
Ralph Noblin, President of Noblin & Associates
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 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
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
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
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
Generational Equity educated and informed us – so that we could be on the upside of a good decision (to sell).
Bil MacLeslie, CEO, ipHouse
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 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
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 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
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 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
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