"As we stand at the vanguard of our future, technology will enable and empower individuals and organizations to advance in the face of this unrivaled adversity.”
2016 marked the beginning of The 4TH Industrial Revolution. The term was coined by Klaus Schwab, Chairman of the World Economic Forum, to describe this period in which unprecedented technological innovation is fundamentally changing the way we live, work and relate to one another.
At the root of the 4th IR, is the global movement to maximize our potential through the development and deployment of innovative technologies across all industry sectors. When conceived 4 years ago, it was largely unthinkable that the world would be crippled by a global pandemic. Yet, the core attributes of this era address the very challenges that the Coronavirus has plagued us with.
Through the provision of interactive platforms, application of digital tools, and management of infinite data volume, the accomplishment of all pursuits is within reach. As we stand at the vanguard of our future, technology will enable and empower individuals and organizations to advance in the face of unrivaled adversity.
US companies currently command almost 1/3 of the world’s $5 Trillion Information Technology (IT) industry. In addition to the continuing demand for technology products and services here at home, the global growth is expected to continue to outpace all other industry sectors.
Those companies that are developing, delivering, or whose business models are anchored by technological innovation, are expected, with few exceptions, to outperform in this challenging environment.
Looking across the digital landscape, we forecast that Business Software and Services, Cyber Security, Digital Health and Managed Services are just four of the verticals that have the opportunity to outperform during and/or early after we stabilize the economy with a predictable market.
Drawing on our award-winning experience from leading over 147 successful technology M&A transactions, the Generational team has carefully evaluated and assembled a representative sampling of our current technology client assignments that we expect to excel in the market. To receive additional information, or to find out how we can help you develop exit strategies for your company, contact me at email@example.com to discuss our services.
A Representation of Assignments
An Intelligence Community (IC) customer recently awarded the Company a nearly $100 Million, 5-year, prime contract to design and build a private cloud solution to serve as an on-demand marketplace platform, sharing services across the IC supporting analysts and warfighters.
The Company enables defense, national security, and federal law enforcement clients to expand, improve, and strengthen critical IT infrastructure and mission system capabilities within the Tier III - IV Enterprise IT Operations and Cyber Security domains. Their project portfolio includes the customization and delivery of optimized cloud computing, data center operations and migration, enterprise architecture, scientific research and analyses, and cyber security solutions.
Strategically positioned in the GovCon space with key IDIQ contracts, process maturity certifications, a Top-Secret facilities clearance and a >$120M contract backlog, this company can rapidly scale as a platform or augment a larger corporate division.
REVENUE $23.5M / EBITDA $3.0M
Frank Folz, Managing Director - M&A
E. firstname.lastname@example.org T. 646 643 0091
Tristan Keeffe, Vice President
E. email@example.com T. 631 624 6460
Headquartered in South Carolina, the Company designs, develops, deploys and supports hardware and software solutions for order fulfillment in distribution centers as well as kitting and sequencing for manufacturing. These solutions are targeted at improving both speed and accuracy of fulfillment operations, primarily for ecommerce orders from individual consumers and for store replenishment applications.
The Company designed custom hardware and software systems that are based upon both granted and pending patents. The innovative designs and strong intellectual property position will greatly increase the Company’s ability to maintain a competitive advantage within the supply chain industry.
The Company’s core markets: industrial tools and accessories, organic fruits and vegetables, apparel/party supplies, jewelry, cosmetics, tobacco products, vitamins and supplements, salon products, and printed media. The Company is well-positioned for continued growth and success.
REVENUE $2.8M / EBITDA $1.1M
Julie Sandoval, Senior Managing Director - M&A
E. firstname.lastname@example.org T. 678 646 6704
Alex Mironov, Vice President
E. email@example.com T. 678 646 6723
The Company has a long-standing (64+ years) reputation for providing quality products, reliable expertise, and superior customer support. They design, build, test, and install spectrometers, monochromators, spectrographs, and optical systems for science applications at commercial, university, and federal research laboratories around the world. The in‐house design team has collectively hundreds of years’ experience and strives to provide the highest quality optical instruments consistently for all customers. These are custom designs, but more often are based on the Company’s comprehensive range of standard products. They are optical instruments and systems for measurement of light and are finished per published specifications or tweaked for specific scientific requirements.
The customer base is internationally diverse and typically long-term project-based operating in scientific research, semiconductor manufacturing and energy markets.
REVENUE $3.7M / EBITDA $515K
Jeff Carignan, Managing Director - M&A
E. firstname.lastname@example.org T. 413 537 3079
Corey Painter, Vice President
E. email@example.com T. 972 232 1152
This Company is an international, fully integrated digital transformation firm that provides leading-edge solutions to help manufacturing companies transform their operations. The Company is at the forefront of digital transformation, providing customers with a range of consulting and software solutions to improve all aspects of operational activities including design, simulation, prototype development, manufacturing, product life cycle management, and service.
These new solutions transform engineering, manufacturing, and supply chain processes dramatically while significantly increasing labor efficiencies. The Company provides solutions for Computer-Aided Design (CAD), Computer-Aided Manufacturing (CAM), Computer-Aided Engineering (CAE), Product Lifecycle Management (PLM), 3D Printing, Computational Fluid Dynamics (CFD), Finite Element Analysis (FEA), Augmented Reality (AR), and Internet of Things (IoT).
The Company benefits from strong long-term relationships with best-in-class retail/e-tail market leaders for whom they have established proven product development, sales, and replenishment programs. Over time, management has expanded the Company’s vendor relationships to include MakerBot, Hexagon (Spring Technologies), German RepRap, KeyShot, and EnvisionTEC.
REVENUE $9.9M / EBITDA $1.9M
Ahmad Behjati, Senior Vice President - M&A
E. firstname.lastname@example.org T. 203 716 1185
Tristan Keeffe, Vice President
E. email@example.com T. 631 624 6460
A representation of Technology Deals - May 2020
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.
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
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
Your wisdom and experience were invaluable to me during this once-in-a-lifetime transaction.Ralph Noblin, President of Noblin & Associates
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 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.
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 would like to thank you and your firm, Generational Equity, for being our valued advisors in our journey.Bil MacLeslie, CEO, ipHouse
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 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.
Generational Equity’s assistance was invaluable in compiling and marketing our business.Bil MacLeslie, CEO, ipHouse
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
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 thank you Eric and Generational Equity making our dream come true.Larry Moore, Owner, A Company Portable Restrooms
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 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 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
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
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
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
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.