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Happy Holidays From Generational Equity!

By Generational Equity

Happy Holidays Generational Equity

As this will be our last blog post for 2018, and given that the spirit of the season is upon us, we wanted to take this opportunity to:

Wish you a wonderful holiday season and a delightful, prosperous new year!

As an organization we have much to be thankful for this year. In November we learned that The M&A Advisor named us Investment Banking Firm of the Year for 2018, giving us this prestigious award an unprecedented three times in a row!

At the time of writing, we are 6% ahead of total deals closed for the same time last year, which means we will easily surpass our record year of 2017. In 2018, for the tenth 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, earlier this year we surpassed $4 billion in total wealth transferred to our clients since our inception.

A Year of Growth at Generational Equity

In October we also expanded the services we offer our clients by acquiring Talis Wealth Advisors, a leading Dallas-based wealth management firm. This acquisition allows us to now help our clients invest their post-transaction liquidity prudently to protect their financial legacy.

In addition, we added new offices in Austin, TX, Columbus, OH, Cleveland, OH and recently, New York City (with more to come).

So it has been a very busy year indeed!  

A Year to be Thankful

Although we are very thankful for these industry awards and rankings, and for the prosperous year 2018 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 through an effective exit strategy and we take our responsibility as their M&A advisors 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, we thank all of our clients for their trust in us and we once again:

Wish you and your family a blessed, peaceful, joyous holiday season and a fabulous 2019!

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

© 2018 Generational Equity, LLC. All Rights Reserved.

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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
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
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 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
Generational Equity educated and informed us – so that we could be on the upside of a good decision (to sell).
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
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.
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
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
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’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
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 would like to thank you and your firm, Generational Equity, for being our valued advisors in our journey.
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 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
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
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.
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