Strategic Alliances

The companies and organizations listed below are important strategic alliances which we value greatly. Each one is a recognized leader in their area of expertise and we are truly honored to be associated with them. We appreciate all that these firms do to make us better and more effective, as we strive to serve our clients with excellence and help them achieve their personal goals.

Nicklaus Companies

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.

Vistage Worldwide

Vistage is the world’s largest CEO coaching and peer advisory organization for small and midsize businesses. For more than 60 years, Vistage has helped CEOs, business owners and key executives solve their greatest challenges through confidential peer advisory groups and one-to-one executive coaching sessions with accomplished business leaders. Vistage has more than 23,000 members in 20 countries.

EPI (Exit Planning Institute)

The EPI is an education company formed in 2005 to serve educational and resource needs of financial planners and wealth managers, CPA/accountants, attorneys, commercial lenders, M&A advisors and business brokers, management consultants and other business advisors. The Exit Planning Institute is considered the standard trendsetter in the field of exit planning across the globe. It offers the Certified Exit Planning Advisor Program (CEPA) and qualifies for continuing education credits with twelve major professional associations, making it the most widely accepted and endorsed professional exit planning program in the world.

The M&A Advisor

The M&A Advisor was founded in 1998 to offer insights and intelligence on M&A activities. Over the past 21 years they have established the premier global network of M&A, turnaround and finance professionals. Today, they have the privilege of recognizing the achievements of and facilitating connections between the industry’s top performers throughout the world with a comprehensive range of services. The Generational Group of companies and its professionals have been recognized as leaders in the industry by The M&A Advisor several times over the years. To learn more, please see our awards page.

Refinitiv - Thomson Reuters

Serving more than 40,000 institutions in approximately 190 countries, Refinitiv/Thomson Reuters provides information, insights and technology that drive innovation and performance in global financial markets. Their heritage of integrity enables their customers to make critical decisions with confidence while their best-in-class data and cutting-edge technologies enable greater opportunity. Rebranded last year when it was known as Thomson Reuters, Generational Group has been recognized as one of the leading lower middle market M&A advisory firms by Refinitiv/Thomson Reuters over the past several years. You can see our Refinitiv/Thomson Reuters rankings here.

ACG

Founded in 1954, the Association for Corporate Growth has chapter’s worldwide representing 14,500 members. ACG serves 90,000 investors, executives, lenders and advisers to growing middle-market companies. ACG's mission is to drive middle-market growth and to provide support and guidance to organizations focused in this area.

CIBC

CIBC U.S. provides tailored commercial, personal and small business financial solutions as well as cross-border banking services to clients with North American operations. They are backed by a 150-year-old Toronto-based, global financial institution with their U.S. headquarters in Chicago. They invest in businesses, clients, people and communities. CIBC strives to build trusting and enduring relationships by putting their clients at the center of all they do. They use their values to guide their decisions, actions and interactions with their clients, their team members and their communities. From their early beginnings as one of the first financial institutions in Canada, CIBC has grown to become recognized as one of the strongest banks in North America by Bloomberg Markets.

Alliance of M&A Advisors (AMAA)

The Alliance of M&A Advisors® (The Alliance) is the Premiere International Organization serving the educational and transactional support needs of middle market M&A professionals worldwide. The Alliance was formed in 1988 to connect CPAs, attorneys, and other experienced corporate financial investors and advisors, and currently has more than 1,100+ professionals that are among the most highly recognized leaders in the industry. Alliance Members represent corporate and institutional sellers and buyers of businesses ranging broadly from $5 million to $500 million in transaction value.

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

M and A Advisor award

Investment Banking Firm of the Year 3 years running

Thomson Reuters award
Inc 500 award
M and A Advisor award

Investment Banking Firm of the Year 3 years running

Thomson Reuters award
Inc 500 award

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

View our awards
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 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
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 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.
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
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.
We thank you Eric and Generational Equity making our dream come true.
Larry Moore, Owner, A Company Portable Restrooms
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
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
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
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.
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
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 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
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 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
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
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.
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
Your wisdom and experience were invaluable to me during this once-in-a-lifetime transaction.
Ralph Noblin, President of Noblin & Associates
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
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
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