By Generational EquityMar 22, 2021, 08:00 et
Generational Equity, a leading mergers and acquisitions advisor for privately held businesses, is pleased to announce the sale of Confidential Communications International, LTD, to LEXITAS. The acquisition closed March 1, 2021.
Located in Houston, Texas, Confidential Communications International (CCI) was founded in 1978, providing record retrieval, court reporting, nursing summaries, and process serving services. The Company has over 42 years of experience and has built an industry reputation as a dependable partner with law firms, insurance companies and corporations, acting as a third party for both plaintiff and defense counsels.
For over 30 years CCI has been retrieving all types of records by subpoena, patient authorization or court order, in either admissible or non-admissible form. Their in-house staff of trained and experienced process service professionals will serve all the documents that any federal, state or bankruptcy case requires, anywhere in the United States. This includes: subpoenas for depositions, documents, trial subpoenas, summons and complaints, citations, notices and more.
Finally, CCI is a full-service court reporting, legal video and litigation support firm ready to serve clients in Texas, nationwide and worldwide. They have conference room facilities in most major areas in the country should a client need a location for a deposition. Their reporters and videographers are highly qualified professionals who will satisfy any client’s court reporting needs with quality, accuracy and unrivaled talent.
LEXITAS, located in Houston, Texas, is a professional family of legal support companies that offers an array of services including local and national court reporting, legal video, medical record retrieval, registered agent services and legal talent outsourcing.
Their reach is truly national as well as international, and their hundreds of outstanding full-time staff and expert service providers are ready to deploy customized, high-quality solutions to their clients at virtually any time or place.
For legal professionals who have critical and often immediate needs for expert, local and national legal support services, LEXITAS is a strategic partner that furnishes their clients with best-of-breed services, inspires confidence, provides convenience, and delivers value. Since the beginning of 2020, LEXITAS has made ten strategic acquisitions.
Generational Equity Executive Managing Director of M&A - Central Region, Michael Goss, and his team, led by Senior M&A Advisor, Tim Cook, with the support of Managing Director, Mergers & Acquisitions, Jacob Mangalath, successfully closed the transaction. Senior Managing Director Ashok Tandon established the initial relationship with CCI.
“This by far was one of the most enjoyable closings I have had with Generational Equity. Zack Miller, the President of LEXITAS, was a pleasure to work with, ensuring a smooth transition and closing. And I can’t say enough about Annette Farley, the owner of CCI. LEXITAS is lucky to have her, ” said Tim Cook.
About Generational Equity
Generational Equity, Generational Capital Markets (member FINRA/SIPC), Generational Wealth Advisors, Generational Consulting Group, and DealForce are part of the Generational Group, which is headquartered in Dallas and is one of the leading M&A advisory firms in North America.
With over 250 professionals located throughout North America, the companies help business owners release the wealth of their business by providing growth consulting, merger, acquisition, and wealth management services. Their six-step approach features strategic and tactical growth consulting, exit planning education, business valuation, value enhancement strategies, M&A transactional services, and wealth management.
The M&A Advisor named the company the 2017 and 2018 Investment Banking Firm of the Year and Valuation Firm of the Year in 2020. For more information, visit https://www.genequityco.com/ or the Generational Equity press room.
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 be named a 4-time winner of Investment Banking Firm of the Year.
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.