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Press releases > Generational Group Surpasses $6 Billion in Wealth Transferred to Clients

Generational Group Surpasses $6 Billion in Wealth Transferred to Clients

By Generational Group

Jun 17, 2021, 06:00 et

6 Billion Generational Group

Generational Group, a leading investment banking firm for privately held businesses, is pleased to announce that it recently surpassed a major M&A milestone, having now transferred over $6 billion in wealth to its clients.

“Reaching the $6 billion mark is a testament to the skill and dedication of our M&A professionals. This is a significant achievement, not only for our team, but more importantly for the business owners we’re proud to represent,” said Brenen Hofstadter, Chief M&A Officer with Generational.

He adds, “Most clients have the majority of their net worth tied up in their business – this wealth transfer represents a shift from illiquid business ownership to diversified portfolios reducing risk. This opens up new personal, professional and investment opportunities for our clients and their families.”

Generational guides business owners through the entire M&A process, from valuation and growth consulting to an exit strategy, with an entire suite of M&A services, including wealth management. Paired with a professional advisory team, Generational assists their clients throughout their entire journey with customized strategies to achieve their individual financial goals and timing.

“We strive to make a genuine difference in the lives of our clients, and this achievement is a tangible demonstration of that. It’s very gratifying to play a major role in helping our clients attain their financial goals and help create the legacy they have worked so hard to build,” said Ryan Binkley, President and CEO of Generational Group. “I thank everyone on our entire team for their contribution in achieving this milestone.”

About Generational Group

Generational EquityGenerational Capital Markets (member FINRA/SIPC), Generational Wealth AdvisorsGenerational Consulting Group and DealForce are part of the Generational Group, which is headquartered in Dallas and is one of the leading middle market investment banks in North America.

With more than 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.  

M&A Advisor named the company the 2017 and 2018 Investment Banking Firm of the Year and 2020 Valuation Firm of the Year. For more information, visit https://www.generational.com/  or the https://www.generational.com/press-releases.