That headline in the press release sums up the amazing fact that Generational Equity, a prominent M&A advisory firm in North America, reached an industry-leading 500th closed transaction at the end of June. Here are some key segments from the article for you:
Generational Equity, a leading mergers and acquisitions advisor for privately held, middle-market businesses, is pleased to announce that at the end of June, it closed its 500th transaction with a total valuation of nearly $2.7 billion. Since then, the firm has added nine additional closings, reaching 506 total transactions, with 50 closed so far this year, a record pace for the firm. This is a level unmatched among M&A consulting firms specializing in the middle market (companies valued below $150 million).
According to Dwight Jacobs, Executive Vice President, Mergers and Acquisitions for the firm, "It is truly an honor to be leading the team that has reached such a significant record. We have found the best talent, developed the team, mentored them and now we are poised to reach even higher levels of transactional success."
Generational Equity was founded with one goal in mind: To help entrepreneurs, business owners, and family businesses achieve their financial goals through the monetization of their largest asset.
Tom Farrell, Executive Vice President of Generational Equity, stated, "I have been in the M&A business for nearly 30 years but I can honestly tell you that being part of the Generational Equity family and its success brings me the greatest professional satisfaction of my career. We truly have gifted M&A professionals on our team."
Generation Equity is one of the leading middle-market M&A advisory firms in North America. Having won multiple industry awards including Valuation Firm of the Year by the M&A Advisor in 2014 and 2015 as well as M&A Consulting Firm of the Year in 2011 and 2013, the firm has solidified its leadership position by providing exemplary client service and deal making capabilities. According to Thomson Reuters, no M&A advisor has closed more deals in the middle-market than Generational Equity over the past several years.
Ryan Binkley, President of Generational Equity, added, "Our success as a firm is due to the hard work and dedication of our fantastic team. But what we always remember is that each of these 500 closed transactions represents people, business owners and their families, and helping them reach their financial dreams is really most gratifying to us."
It is, perhaps, the last sentence that is most important in the information I am sharing above. We are a privately held, family-owned business as well. And most of us have been working with owners of privately held companies for years. So our clients are not numbers, they are real people, men and women who have sacrificed much to grow a viable business from nothing in many cases. Others represent second and third generation family-owned businesses where the familial sacrifices and investment span decades.
And, we really get to know our clients. Since it takes 9-18 months to close many deals, that time is not spent simply working on spreadsheets creating buyer lists and recasting financials. Most of it is spent truly understanding the motivations, fears, desires, and financial goals of our clients.
So each of these 500+ deals represents a story. Here are a few of them:
Again, we are quite proud of now having closed more than 500 transactions. This number is hard to replicate in the lower middle-market. Why? Because we have a team of unrivaled professionals, folks that are dedicated and driven to providing world class M&A services.
If you own a business, you owe it to yourself, your family and your legacy to contact us for more information about how we can help you create a successful exit plan, just like we have done for so many business owners just like you!
Carl Doerksen is the Director of Corporate Development at Generational Equity, part of the Generational Group.
© 2016 Generational Equity, LLC. All Rights Reserved.
The information we learn from customers helps us personalize and continually improve your experience at gencm.com. Here are the types of information we gather.
Information You Give Us: 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. Our computer system protects personal information using advanced firewall technology.
Information from Other Sources: 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 Capital Markets LLC 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 Capital Markets, L.L.C. Affiliated offices may be independently owned and operated. For more information about a particular office, please contact Generational Capital Markets LLC at is 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 IS PROVIDED "AS IS" WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT. SOME JURISDICTIONS DO NOT ALLOW THE EXCLUSION OF IMPLIED WARRANTIES, SO THE ABOVE EXCLUSION MAY NOT APPLY TO YOU.
Information on this web site may contain technical inaccuracies or typographical errors. Information may be changed or updated without notice. Generational Capital Markets may also make improvements and/or changes in the products and/or the programs described in this information at any time without notice.
Generational Capital Markets 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 Capital Markets will be deemed NOT to be confidential. By sending Generational Capital Markets any information or material, you grant Generational Capital Markets an unrestricted, irrevocable license to use, reproduce, display, perform, modify, transmit and distribute those materials or information, and you also agree that Generational Capital Markets is free to use any ideas, concepts, know-how or techniques that you send us for any purpose.
Information Generational Capital Markets 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 Capital Markets intends to announce such products, programs or services in your country. Consult a Generational Capital Markets representative for information regarding the products, programs and services which may be available to you.
Generational Capital Markets makes no representations whatsoever about any other web site which you may access through this one. When you access a non-Generational Capital Markets web site, please understand that it is independent from Generational Capital Markets, and that Generational Capital Markets has no control over the content on that web site. In addition, a link to a non-Generational Capital Markets web site does not mean that Generational Capital Markets 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 Capital Markets 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.
Furthermore, all information contained within this website is the property of Generational Capital Markets.
Honored to win Investment Banking Firm of the Year 2 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.