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Press releases > Generational Group Surpasses $4 Billion in Wealth Transferred to Clients

Generational Group Surpasses $4 Billion in Wealth Transferred to Clients

By Generational Group

Sep 19, 2018, 04:00 et

Generational Group 4 Billion Clients

Generational Group, a leading mergers and acquisitions advisor for privately held businesses, is pleased to announce that it recently surpassed a major M&A milestone, having now transferred over $4 billion in wealth to its clients.

"We strive to make a genuine difference in the lives of our clients, and this achievement is a tangible demonstration of that. It's very gratifying to play a role in helping our clients attain their financial goals and help create the legacy they have worked so hard to build," said Ryan Binkley, President and CEO of Generational Group.

"The American Dream is alive and well in the world of middle market companies and we are honored to be a part of that."

Generational Group, comprised of Generational Equity and Generational Capital Markets, is on a record pace for deal closings in 2018. Recently completed transactions include companies in the industry sectors of waste management, engineering, staffing, pharmacy services, insurance and manufacturing.

"Reaching the $4 billion mark is a great testament to the skill and dedication of our M&A professionals. This is a significant milestone, not only for our team but more importantly for the business owners we represent," said Brenen Hofstadter, Chief M&A Officer with Generational.

"Most clients have the majority of their net worth tied up in their business – this wealth transfer represents a shift from illiquid business ownership to diversified portfolios reducing risk. This opens up new personal, professional and investment opportunities."

Generational guides business owners through the entire M&A process, from valuation and growth strategies, to marketing, negotiations and deal structuring. Paired with a professional advisory team, Generational assists their clients with an effective exit strategy that is customized to achieve their individual goals.

According to Thomson Reuters, no firm has closed more middle market deals in the last decade. In addition, The M&A Advisor named Generational Investment Banking Firm of the Year in 2016 and 2017

About Generational Group

Generational EquityDealForce, and Generational Capital Markets, member FINRA/SIPC, 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 merger, acquisition and strategic growth advisory services.

Their four-step approach features exit planning education, business valuation, value enhancement strategies, and M&A transactional services. 

For more, visit the https://www.genequityco.com/ or the Generational Equity press room.

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.
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
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
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.
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
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 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 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
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 would like to thank you and your firm, Generational Equity, for being our valued advisors in our journey.
Bil MacLeslie, CEO, ipHouse
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 thank you Eric and Generational Equity making our dream come true.
Larry Moore, Owner, A Company Portable Restrooms
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
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
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.
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
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
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
Your wisdom and experience were invaluable to me during this once-in-a-lifetime transaction.
Ralph Noblin, President of Noblin & Associates
Generational Equity’s assistance was invaluable in compiling and marketing our business.
Bil MacLeslie, CEO, ipHouse