We are pleased to announce that Generational Group has signed an endorsement agreement and strategic marketing alliance with Jack Nicklaus and the Nicklaus Companies. The three-year agreement will make Generational a Nicklaus Companies’ investment banking partner for helping business owners plan strategic growth, enterprise valuation, exit strategies and multi-generational planning.
The Generational suite of financial services includes mergers and acquisitions, business consulting, and wealth advisory services.
Jack Nicklaus is one of the world’s most iconic brands, not only in the sports world but in global business as well. Commonly known as the “Golfer of the Century,” with a record 18 major championships, Nicklaus is also a renowned and successful business owner and entrepreneur, having created dozens of companies over 50 years. In 2007, Nicklaus partnered with famed entrepreneur, banker and philanthropist Howard Milstein to institutionalize his brands and global business – which is similar to Generational clients, who seek to monetize their business and establish a legacy for future generations.
Ryan Binkley, President & CEO of Generational, said, “We are thrilled to have developed a strategic partnership with Jack and the Nicklaus Companies. He is respected throughout the world and we are honored and privileged to have our companies aligned together. The Nicklaus brand stands for excellence and integrity, which ties in perfectly with Generational’s core values. In addition, many business owners love golf, which creates tremendous synergy with our client base.”
The strategy for Nicklaus Companies is to partner with the industry leader in each market segment or product category where appropriate. As a result, the Nicklaus brands have enjoyed successful and long-term relationships around the world, some now passing 50 years. The relationship with the Generational Group will help further develop the brand for both organizations.
“I have always prided myself in trying to find the right partners, whether in golf or in business,” said Nicklaus, Founder of the Nicklaus Companies. “The Generational Group is family-owned, like-minded, and we share many of the same core values in both life and business. I have always believed in the importance of creating a legacy, and leaving things better for the next generation. That is part of Generational’s mission. They are focused on what a client is trying to accomplish in business, in life and for future generations.”
“I know how important and how emotional it is to create a company and build it over many years in hopes of one day providing for the next generation,” Nicklaus added. “This is exactly why I partnered with Howard Milstein, and why I believe we identify so well with the Generational Group’s clients and prospects.”
“Jack Nicklaus is the gold standard,” Howard Milstein, Executive Chairman of the Nicklaus Companies said. “Beyond golf – where he left so indelible a mark – what Jack has accomplished in business and philanthropy is equally remarkable. There is perhaps no greater responsibility or honor than being entrusted with protecting and enhancing this legacy. We look forward to working closely with the Generational Group to establish success for both our companies.”
Generational Equity, Generational Capital Markets (member FINRA/SIPC), Generational Wealth Advisors, Generational Consulting Group and DealForce are part of the Generational Group, which is headquartered in Dallas and is one of the leading middle market investment banks in North America.
With more than 250 professionals located throughout North America, the companies help business owners release the wealth of their business by providing growth consulting, merger, acquisition, and wealth management services. Their six-step approach features strategic and tactical growth consulting, exit planning education, business valuation, value enhancement strategies, M&A transactional services, and wealth management.
M&A Advisor named the company the 2017 and 2018 Investment Banking Firm of the Year and 2020 Valuation Firm of the Year. For more information, visit https://www.generational.com/ or the https://www.generational.com/press-releases.
For 50 years, the mission of Nicklaus Companies has been to enhance the golf experience and to deliver quality branded products and services on a global basis that mirror the high standards established in the career and life of its Founder, Jack Nicklaus. The Nicklaus Companies businesses include golf-course design, the development of golf and real estate communities, and the marketing and licensing of lifestyle products worldwide under the iconic Jack Nicklaus and Golden Bear brands. Nicklaus Design, recognized as the world leader in golf course design, has created over 420 courses worldwide, open for play in 45 countries and 40 U.S states.
In 2007, Jack Nicklaus partnered with Howard Milstein to further the growth of the company and expand the branded businesses. In addition to institutionalizing the Nicklaus brands for the future, Milstein has instilled a personal philosophy of “A Brand That Gives Back,” with products and partners committing to donations to help the Nicklaus Children’s Health Care Foundation and other charities. A leading entrepreneur in the golf industry, Milstein also created 8AM Golf, a family of companies that also includes GOLF Magazine and GOLF.com, Miura Golf, Club Conex, True Spec Golf, GolfLogix and Chirp. All share a common mission to help players at all levels enjoy the game more. We leverage our winning heritage to achieve excellence, foster growth and champion social good. We activate modern strategies and techniques to enhance our customer’s lives and match the high standards set in the career and life of Jack Nicklaus.
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
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
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
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 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
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
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 would like to thank you and your firm, Generational Equity, for being our valued advisors in our journey.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
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
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
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 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.
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
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
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
Your wisdom and experience were invaluable to me during this once-in-a-lifetime transaction.Ralph Noblin, President of Noblin & Associates
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.
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
The information we learn from customers helps us personalize and continually improve your experience. Here are the types of information we gather.
We receive and store any information you enter on our Web site or give us in any other way. We do not sell or rent your personal information to others without your consent. We use the information we collect only for the purposes sending promotional information, enhancing the operation of our site, serving advertisements, for statistical purposes and to administer our systems. We DO NOT use third parties to provide customer service, to serve site content, to serve the advertisements you see on our site, to conduct surveys, to help administer promotional emails, or to administer drawings or contests, but reserve the right to do so in the future without advance notice.
Generational Equity, LLC’s affiliates are all part of one corporate family, they work with one another and may work together to provide services to you. The sharing of your information among affiliates enables Generational Equity to serve you more efficiently and makes it more convenient for you to do business with Generational Group. Generational Equity is permitted by law to share information with its affiliates. All of our affiliates follow similar privacy policies.
For reasons such as improving personalization of our service, we might receive information about you from other sources and add it to our account information.
Generational Group may license the use of its intellectual property including but not limited to its name, likeness, and logo for the use of affiliated offices. Such affiliated offices may not be owned, controlled, managed, supervised or staffed by employees, officers, or agents of Generational Group. Affiliated offices may be independently owned and operated. For more information about a particular office, please contact Generational Group at its office in Dallas, Texas.
This page may contain other proprietary notices and copyright information, the terms of which must be observed and followed.
Information on this web site may contain technical inaccuracies or typographical errors. Information may be changed or updated without notice. Generational Group may also make improvements and/or changes in the products and/or the programs described in this information at any time without notice.
Generational Group does not want to receive confidential or proprietary information from you through our web site. Please note that any information or material sent to Generational Group will be deemed NOT to be confidential. By sending Generational Group any information or material, you grant Generational Group an unrestricted, irrevocable license to use, reproduce, display, perform, modify, transmit and distribute those materials or information, and you also agree that Generational Group is free to use any ideas, concepts, know-how or techniques that you send us for any purpose.
Our computer system protects personal information using advanced firewall technology.
Information Generational Group publishes on the World Wide Web may contain references or cross references to other products, programs and services that are not announced or available in your country. Such references do not imply that Generational Group intends to announce such products, programs or services in your country. Consult a Generational Group representative for information regarding the products, programs and services which may be available to you.
Generational Group makes no representations whatsoever about any other web site which you may access through this one. When you access a non-Generational Group web site, please understand that it is independent from Generational Group, and that Generational Group has no control over the content on that web site. In addition, a link to a non-Generational Group web site does not mean that Generational Group endorses or accepts any responsibility for the content, or the use, of such web site. It is up to you to take precautions to ensure that whatever you select for your use is free of such items as viruses, worms, Trojan horses and other items of a destructive nature.
IN NO EVENT WILL Generational Group BE LIABLE TO ANY PARTY OR ANY DIRECT, INDIRECT, SPECIAL OR OTHER CONSEQUENTIAL DAMAGES FOR ANY USE OF THIS WEBSITE, OR ON ANY OTHER HYPERLINKED WEBSITE, INCLUDING, WITHOUT LIMITATION, ANY LOST PROFITS, BUSINESS INTERRUPTION, LOSS OF PROGRAMS OR OTHER DATA ON YOUR INFORMATION HANDLING SYSTEM OR OTHERWISE, EVEN IF WE ARE EXPRESSLY ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.
Furthermore, all information contained within this website is the property of Generational Group.
Honored to win Investment Banking Firm of the Year 3 years running.
Over 50 awards and counting.
Sign up to receive regular email updates, industry-leading insights and details on complimentary M&A executive conferences in your area from our award-winning team
Success, you have been added to our list.