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Happy Holidays from Generational

By Generational Equity

Happy Holidays Generational 2021

As 2021 draws to a close, as a Nation and as a Company, we have much to be thankful for.

The ongoing recovery of the economy post-COVID has truly been miraculous and much needed for the Nation. For this we are very thankful and pray this continues well beyond 2022!

As a Company, Generational has much to be thankful for.

First, we are thankful for the honor and privilege of working for the finest business owners in North America. Their resilience, hard work, and dedication were truly inspiring to us this year.

We have a wonderful team of associates that we get to work with every day. They inspire us to greatness through their professionalism, commitment to both our core values and our clients. We are thankful for all of them.

We have experienced the best year of our Company’s existence in 2021. As of this printing, our number of deals closed in 2021 is 60% ahead of last year (and 2020 was a record year for our firm). For this, we are also thankful.

We also reached a tremendous milestone in the investment banking industry in October, closing our 1,100th deal since our inception. We are very thankful for this significant accomplishment of our entire team.

We solidified a number of alliances in 2021, the most important being with Jack Nicklaus and his company. A three-year strategic marketing alliance with Generational Group began in March, bringing together two brands with closely aligned core values based on integrity, focus, preparation and giving back. For that relationship we are truly thankful.

Last month we had the honor to host the “The Generational Salute – A Tribute to Our Troops”, an annual golf/tennis tournament that raises funds to honor servicemen and women, and to raise funds for post-9/11 vets who need more help than is provided by the Veterans Administration.

The objective is to fund foundations that provide housing, ramps, service dogs, mental health care, PTSD care, traumatic brain injury care and more. We are extremely thankful for the sacrifices these brave men and women have made for our Country and are pleased to have helped raise crucial funding for them.

Finally, in November, The M&A Advisor, the preeminent association for M&A professionals in North America, nominated our company for a record number of awards. At the banquet on November 17th, we were pleased and honored to receive three awards based on our efforts and hard work in 2021.  The awards included:

Corporate/Strategic Deal of the Year ($10-$25M): 

Acquisition of Design Space Inpharmatics (DSI) by ProductLife Group (PLG)

Private Equity Deal of the Year ($10MM to $25MM):

Acquisition of Blair Duron by Crescendo Capital                                               

Materials Deal of the Year:

Acquisition of Realm, Inc./Realm Warehousing, Inc. by Great Range Capital

We are very thankful for this peer recognition and, even more so, we are honored and thankful to have helped so many business owners achieve their financial dreams this year.

Looking towards 2022 and the dawn of a new year, we see many challenges ahead, but we will work hard as always for our clients and their families, helping them to preserve a financial legacy for decades to come.

In closing, to all of you we wish you the most wonderful of Holiday Seasons and a bountiful, blessed New Year!

See you once again in 2022!

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

© 2021 Generational Equity, LLC All Rights Reserved

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