Business & Financial Services

No firm has closed more deals in the middle market business & financial services space than we have. Our deal makers who work on deals in this sector have developed relationships with active buyers that benefit our clients in many ways. Learn more about our work in the business & financial services sector, view a sampling of our recent transactions and meet our team below.

M&A Professionals

Meet the members of our team.

Julie Sandoval

Julie Sandoval

Sr. Managing Director Southeastern Region


As Sr. Managing Director in the Southeastern US region, Julie Sandoval is head of Generational's Business and Financial Practice. She leads a team of senior Deal Makers, Vice Presidents, and M&A Analysts that specialize in the middle market.

Our M&A business & financial services practice includes the following professionals:

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We have a commitment to our clients’ assurance that extends beyond our service and we are proud to hold FINRA & SIPC memberships.

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First step

Generational Capital Markets understands how to enhance the value of your company and prepare your businesses for exit. If you’re ready to start, or just want some M&A advice, our team of professionals are ready to help. Request a confidential discussion about your options.

Or, if you would like to find out about the exit process in greater detail, we regularly hold M&A conferences and webinars that allow us to present invaluable information to business owners in person or via online conferencing.

Request a private meeting Sign up for a webinar Attend a conference

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