Press Releases

Press releases > Generational Equity Advises Confidential Communications International in Sale to LEXITAS

Generational Equity Advises Confidential Communications International in Sale to LEXITAS

By Generational Equity

Mar 22, 2021, 09:00 et

Confidential Communications

Generational Equity, a leading mergers and acquisitions advisor for privately held businesses, is pleased to announce the sale of Confidential Communications International, LTD, to LEXITAS. The acquisition closed March 1, 2021.

Located in Houston, Texas, Confidential Communications International (CCI) was founded in 1978, providing record retrieval, court reporting, nursing summaries, and process serving services. The Company has over 42 years of experience and has built an industry reputation as a dependable partner with law firms, insurance companies and corporations, acting as a third party for both plaintiff and defense counsels.

For over 30 years CCI has been retrieving all types of records by subpoena, patient authorization or court order, in either admissible or non-admissible form. Their in-house staff of trained and experienced process service professionals will serve all the documents that any federal, state or bankruptcy case requires, anywhere in the United States. This includes: subpoenas for depositions, documents, trial subpoenas, summons and complaints, citations, notices and more.

Finally, CCI is a full-service court reporting, legal video and litigation support firm ready to serve clients in Texas, nationwide and worldwide. They have conference room facilities in most major areas in the country should a client need a location for a deposition. Their reporters and videographers are highly qualified professionals who will satisfy any client’s court reporting needs with quality, accuracy and unrivaled talent.

LEXITAS, located in Houston, Texas, is a professional family of legal support companies that offers an array of services including local and national court reporting, legal video, medical record retrieval, registered agent services and legal talent outsourcing.

Their reach is truly national as well as international, and their hundreds of outstanding full-time staff and expert service providers are ready to deploy customized, high-quality solutions to their clients at virtually any time or place.

For legal professionals who have critical and often immediate needs for expert, local and national legal support services, LEXITAS is a strategic partner that furnishes their clients with best-of-breed services, inspires confidence, provides convenience, and delivers value. Since the beginning of 2020, LEXITAS has made ten strategic acquisitions.

Generational Equity Executive Managing Director of M&A - Central Region, Michael Goss, and his team, led by Senior M&A Advisor, Tim Cook, with the support of Managing Director, Mergers & Acquisitions, Jacob Mangalath, successfully closed the transaction. Senior Managing Director Ashok Tandon established the initial relationship with CCI.

“This by far was one of the most enjoyable closings I have had with Generational Equity. Zack Miller, the President of LEXITAS, was a pleasure to work with, ensuring a smooth transition and closing. And I can’t say enough about Annette Farley, the owner of CCI. LEXITAS is lucky to have her, ” said Tim Cook.

About Generational Equity

Generational EquityGenerational 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 M&A advisory firms in North America.

With over 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.  

The M&A Advisor named the company the 2017 and 2018 Investment Banking Firm of the Year and Valuation Firm of the Year in 2020. For more information, visit https://www.genequityco.com/ or the Generational Equity press room.

Generational Equity’s assistance was invaluable in compiling and marketing our business.
Bil MacLeslie, CEO, ipHouse
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
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
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 must say that I have never worked with a more driven, competent and focused individual as Don Ho.
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
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
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 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.
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
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.
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
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
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.
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 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 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
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.
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
We thank you Eric and Generational Equity making our dream come true.
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
Your wisdom and experience were invaluable to me during this once-in-a-lifetime transaction.
Ralph Noblin, President of Noblin & Associates