Generational Equity Client Reviews

Dave Kerr Growing the business

Watch My Story

How Generational Equity helped Dave Kerr sell his business

Dave Kerr knew his company had the potential to go further, but didn’t want to go it alone. Having decided to move forward with Generational Equity, Dave was introduced to a range of financial opportunities which helped him meet his goals for the future. After selling part of his business in early 2017, Dave’s company is set to grow substantially and now he is reaping the rewards.

Our M&A professionals helped Dave to relieve some of the financial pressures of growing his business, enabling him to go after the acquisitions he wanted to. After helping him achieve the optimal deal structure, Dave is now working alongside a private equity firm that is as enthusiastic about his company’s future as he is. If you’re thinking about growing, selling, or would just like to speak to someone about your next step, our Senior Business Advisors are well-positioned to talk to you about your options.

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Generational Equity really helped me find a partner to help grow the business. The staff I worked with were very patient and thoughtful and we took our time to find the right company to help us grow.

Learn more at a complimentary executive conference

Dave’s story started at our conference. Are you ready for your next chapter? If you are considering selling all or part of your business, now or a few years down the line, you will benefit from attending. View our conference agenda to find out more about what you will learn on the day.

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We are leaders in M&A Over 50 awards and counting

M and A Advisor award

Investment Banking Firm of the Year 2 years running

Thomson Reuters award
Inc 500 award
M and A Advisor award

Investment Banking Firm of the Year 2 years running

Thomson Reuters award
Inc 500 award

We are leaders in M&A Over 50 awards, and counting

View our awards

Generational Equity has closed more deals in the middle market than any M&A firm, business brokers or other organization in the past decade. Coupled with our numerous awards from trusted authorities like The M&A Advisor and Inc. 500, we are firmly established as leaders in our industry.

If you want to know how to sell a business, or how to value a company, don't settle for any less than our award-winning M&A professionals.

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
Generational Equity educated and informed us – so that we could be on the upside of a good decision (to sell).
Bil MacLeslie, CEO, ipHouse
Your wisdom and experience were invaluable to me during this once-in-a-lifetime transaction.
Ralph Noblin, President of Noblin & Associates
We thank you Eric and Generational Equity making our dream come true.
Larry Moore, Owner, A Company Portable Restrooms
Generational Equity’s assistance was invaluable in compiling and marketing our business.
Bil MacLeslie, CEO, ipHouse
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
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
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 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 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
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.
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
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
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
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 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 would like to thank you and your firm, Generational Equity, for being our valued advisors in our journey.
Bil MacLeslie, CEO, ipHouse