“We share many of the same core values, in life and work.”
Jack Nicklaus could have teamed up with anyone.
In March 2021, Nicklaus – considered by many to be the greatest golfer in history – formed a unique corporate alliance with leading middle-market investment bank Generational Group. The Dallas-based, privately held financial services firm has offices in 16 North American cities and specializes in helping business owners with strategic growth, enterprise valuation, and full or partial exit strategies.
“Without question, Jack could choose to work with any investment firm in the country,” said Ryan Binkley, Generational Group’s CEO. “He chose us. That’s an honor, and it’s a testament to the type of company we’re striving to create here.”
Nicklaus was in Dallas last week for “The Generational Salute: A Tribute to Our Troops”, a fundraising event sponsored by Generational Group that is held each year in conjunction with the Veterans Day holiday. The two-day event raised money for foundations that improve the lives of our nation’s veterans by providing critical resources and services.
Giving back to the community is just one more connection between the Golden Bear and Generational Group.
“I’ve always taken pride in choosing the right partners, whether in golf or in business,” Nicklaus said. “The Generational Group is family-owned, like-minded. We share many of the same core values in both life and business.”
“I also believe in the importance of creating a legacy, leaving things better for the next generation,” Nicklaus continued. “That is part of Generational’s mission as well. They are focused on what a client is trying to accomplish in business, in life and for future generations.”
Generational Group and Nicklaus share many of the same core values, including integrity, focus, preparation, commitment to family – and a belief in giving back to the communities where we live and work. Thus, the marketing alliance between Generational and Jack Nicklaus is more than just an endorsement deal. The three-year agreement makes Generational a Nicklaus Companies’ partner for helping business owners plan strategic growth, enterprise valuation, exit strategies and multi-generational planning.
Generational’s suite of financial services includes mergers and acquisitions, business consulting, and wealth advisory services.
Generational is also working with Nicklaus Companies to develop a five-year strategic growth plan for Jack’s companies, as well as with business development and lead generation for Nicklaus Design, the renowned Nicklaus golf course design company.
Jack Nicklaus is one of the world’s most iconic brands, not only in the sports world but in global business as well. Commonly referred to as the “Golfer of the Century”, with a record 18 major championships, Nicklaus is a renowned entrepreneur and business owner, having created dozens of companies over 50 years. In 2007, Nicklaus partnered with golf entrepreneur, banker and philanthropist Howard Milstein to institutionalize the Nicklaus brand and its global business – which is similar to the goals of Generational’s clients, who seek to monetize their business and establish a legacy for future generations.
“Jack Nicklaus is the gold standard,” Milstein, Executive Chairman of the Nicklaus Companies said. “Beyond golf— where he left so indelible a mark—what Jack has accomplished in business and philanthropy is equally remarkable. There is perhaps no greater responsibility or honor than being entrusted with protecting and enhancing this legacy. We look forward to continuing our work with the Generational Group to establish success for both our companies.”
In conjunction with the new relationship, the Golden Bear has contributed a series of videos on the Generational website describing his approach to golf, to business and to life – on topics that include market timing, preparation and working with the right partners.
Based in Dallas and with offices in 16 North American Cities, Generational ranks near the top of most league tables for deals up to $1 billion. The firm is home to more than 250 professionals whose goal is to help clients with growth strategies designed to ensure business success and, when the time is right an exit strategy, with either a full or partial sale of their business.
“We combine the capabilities of the large ‘bulge bracket’ banks with the agility of a boutique,” Binkley said.
“Ultimately,” he continued, “we want to be known as a different kind of investment bank – more focused on client relationships as we work towards a transaction, or whatever our clients’ goals are.”
In 2020, the firm was listed in Refinitiv’s 2020 rankings as the No. 1 investment bank in deals closed for valuations up to $25 million and No. 2 up to $100 million. The firm was also ranked No. 8 in deals valued up to $500 million––one of only two privately held investment banks in the top 10.
Binkley points out that many Generational executives are themselves former business owners, so they have the “business owner’s DNA.”
“We understand this journey: the challenges, the emotions and the risks. We have a unique understanding, which we believe translates into a competitive advantage in the marketplace,” Binkley said.
In October 2021, Generational Group closed its 1,100th deal – just six months after doing so on its 1,000th deal. The firm’s closings are up more than 60% year-to-date over 2020, which had previously been the firm’s best year.
“This is very gratifying for us,” Binkley said, “as we strive to make a difference in the lives of our clients and their families.”
A major advantage for Generational Group is its data on more than 34,000 potential global buyers that tell the firm what they’re looking for. Generational leverages technology through its proprietary platform, DealForce, which allows buyers to efficiently preview acquisition opportunities in the industries where they have interest.
In the end, the relationship between Generational Group and Jack Nicklaus and his companies comes down to trust – the same critically important element business owners seek as they work to solidify their legacy and ensure a prosperous future for themselves and their families.
"I know how important and how emotional it is to create a company and build it over many years in hopes of one day providing for the next generation,” Nicklaus said. “This is why I believe we identify so well with the Generational Group’s clients and prospects.”
To learn more about Generational Group and its alliance with Jack Nicklaus and the Nicklaus companies, visit generational.com.
The information we learn from customers helps us personalize and continually improve your experience. Here are the types of information we gather.
We receive and store any information you enter on our Web site or give us in any other way. We do not sell or rent your personal information to others without your consent. We use the information we collect only for the purposes sending promotional information, enhancing the operation of our site, serving advertisements, for statistical purposes and to administer our systems. We DO NOT use third parties to provide customer service, to serve site content, to serve the advertisements you see on our site, to conduct surveys, to help administer promotional emails, or to administer drawings or contests, but reserve the right to do so in the future without advance notice.
Generational Capital Markets, Inc.’s affiliates are all part of one corporate family, they work with one another and may work together to provide services to you. The sharing of your information among affiliates enables Generational Capital Markets to serve you more efficiently and makes it more convenient for you to do business with Generational Group. Generational Capital Markets is permitted by law to share information with its affiliates. All of our affiliates follow similar privacy policies.
For reasons such as improving personalization of our service, we might receive information about you from other sources and add it to our account information.
Generational Group may license the use of its intellectual property including but not limited to its name, likeness, and logo for the use of affiliated offices. Such affiliated offices may not be owned, controlled, managed, supervised or staffed by employees, officers, or agents of Generational Group. Affiliated offices may be independently owned and operated. For more information about a particular office, please contact Generational Group at its office in Dallas, Texas.
This page may contain other proprietary notices and copyright information, the terms of which must be observed and followed.
Information on this web site may contain technical inaccuracies or typographical errors. Information may be changed or updated without notice. Generational Group may also make improvements and/or changes in the products and/or the programs described in this information at any time without notice.
Generational Group does not want to receive confidential or proprietary information from you through our web site. Please note that any information or material sent to Generational Group will be deemed NOT to be confidential. By sending Generational Group any information or material, you grant Generational Group an unrestricted, irrevocable license to use, reproduce, display, perform, modify, transmit and distribute those materials or information, and you also agree that Generational Group is free to use any ideas, concepts, know-how or techniques that you send us for any purpose.
Our computer system protects personal information using advanced firewall technology.
Information Generational Group publishes on the World Wide Web may contain references or cross references to other products, programs and services that are not announced or available in your country. Such references do not imply that Generational Group intends to announce such products, programs or services in your country. Consult a Generational Group representative for information regarding the products, programs and services which may be available to you.
Generational Group makes no representations whatsoever about any other web site which you may access through this one. When you access a non-Generational Group web site, please understand that it is independent from Generational Group, and that Generational Group has no control over the content on that web site. In addition, a link to a non-Generational Group web site does not mean that Generational Group endorses or accepts any responsibility for the content, or the use, of such web site. It is up to you to take precautions to ensure that whatever you select for your use is free of such items as viruses, worms, Trojan horses and other items of a destructive nature.
IN NO EVENT WILL Generational Group BE LIABLE TO ANY PARTY OR ANY DIRECT, INDIRECT, SPECIAL OR OTHER CONSEQUENTIAL DAMAGES FOR ANY USE OF THIS WEBSITE, OR ON ANY OTHER HYPERLINKED WEBSITE, INCLUDING, WITHOUT LIMITATION, ANY LOST PROFITS, BUSINESS INTERRUPTION, LOSS OF PROGRAMS OR OTHER DATA ON YOUR INFORMATION HANDLING SYSTEM OR OTHERWISE, EVEN IF WE ARE EXPRESSLY ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.
Generational Capital Markets, Inc. ("GCM"), member FINRA/SIPC, is wholly owned by Generational Capital, LLC ("GC"). Both GCM and GC are affiliated with Generational Equity, LLC; and all part of the Generational Group of companies. This website is solely for general informational purposes and is not guaranteed by us to be accurate and complete statements of fact and should not be relied on as such. Opinions in this website constitute the current judgment of the author as of the date and its last update. The content of this website does not necessarily reflect the opinions of GCM, and is subject to change without notice, and GCM is not under any obligation to update or keep current any information contained herein. This website does not constitute any personal recommendations and does not take into account the specific investment objectives, financial situation or particular needs of the reader. The information contained in this website should not be construed as an offer, or a solicitation of an offer, to buy or sell any securities or other financial investments. The information presented should not and cannot be viewed as an indicator of future performance. To the extent permitted by law, GCM does not accept any liability arising from the use or retransmission of the information in this website.
Furthermore, all information contained within this website is the property of Generational Group.
Honored to win Investment Banking Firm of the Year 3 years running.
Over 50 awards and counting.
Sign up to receive regular email updates, industry-leading insights and details on complimentary M&A executive conferences in your area from our award-winning team
Success, you have been added to our list.