Strategic Alliances

The companies and organizations listed below are important strategic alliances which we value greatly. Each one is a recognized leader in their area of expertise and we are truly honored to be associated with them. We appreciate all that these firms do to make us better and more effective, as we strive to serve our clients with excellence and help them achieve their personal goals.

EPI (Exit Planning Institute)

The EPI is an education company formed in 2005 to serve educational and resource needs of financial planners and wealth managers, CPA/accountants, attorneys, commercial lenders, M&A advisors and business brokers, management consultants and other business advisors. The Exit Planning Institute is considered the standard trendsetter in the field of exit planning across the globe. It offers the Certified Exit Planning Advisor Program (CEPA) and qualifies for continuing education credits with twelve major professional associations, making it the most widely accepted and endorsed professional exit planning program in the world.

Vistage Worldwide

Vistage is the world’s largest CEO coaching and peer advisory organization for small and midsize businesses. For more than 60 years, Vistage has helped CEOs, business owners and key executives solve their greatest challenges through confidential peer advisory groups and one-to-one executive coaching sessions with accomplished business leaders. Vistage has more than 23,000 members in 20 countries.

The M&A Advisor

The M&A Advisor was founded in 1998 to offer insights and intelligence on M&A activities. Over the past 21 years they have established the premier global network of M&A, turnaround and finance professionals. Today, they have the privilege of recognizing the achievements of and facilitating connections between the industry’s top performers throughout the world with a comprehensive range of services. The Generational Group of companies and its professionals have been recognized as leaders in the industry by The M&A Advisor several times over the years. To learn more, please see our awards page.

Refinitiv - Thomson Reuters

Serving more than 40,000 institutions in approximately 190 countries, Refinitiv/Thomson Reuters provides information, insights and technology that drive innovation and performance in global financial markets. Their heritage of integrity enables their customers to make critical decisions with confidence while their best-in-class data and cutting-edge technologies enable greater opportunity. Rebranded last year when it was known as Thomson Reuters, Generational Group has been recognized as one of the leading lower middle market M&A advisory firms by Refinitiv/Thomson Reuters over the past several years. You can see our Refinitiv/Thomson Reuters rankings here.


Founded in 1954, the Association for Corporate Growth has chapter’s worldwide representing 14,500 members. ACG serves 90,000 investors, executives, lenders and advisers to growing middle-market companies. ACG's mission is to drive middle-market growth and to provide support and guidance to organizations focused in this area.


CIBC U.S. provides tailored commercial, personal and small business financial solutions as well as cross-border banking services to clients with North American operations. They are backed by a 150-year-old Toronto-based, global financial institution with their U.S. headquarters in Chicago. They invest in businesses, clients, people and communities. CIBC strives to build trusting and enduring relationships by putting their clients at the center of all they do. They use their values to guide their decisions, actions and interactions with their clients, their team members and their communities. From their early beginnings as one of the first financial institutions in Canada, CIBC has grown to become recognized as one of the strongest banks in North America by Bloomberg Markets.

Alliance of M&A Advisors (AMAA)

The Alliance of M&A Advisors® (The Alliance) is the Premiere International Organization serving the educational and transactional support needs of middle market M&A professionals worldwide. The Alliance was formed in 1988 to connect CPAs, attorneys, and other experienced corporate financial investors and advisors, and currently has more than 1,100+ professionals that are among the most highly recognized leaders in the industry. Alliance Members represent corporate and institutional sellers and buyers of businesses ranging broadly from $5 million to $500 million in transaction value.

Standard and Poor’s - CAPIQ

Capital IQ is the research division of Standard and Poor’s. It provides detailed research and analysis of the stock market to a variety of investing stakeholders. Capital IQ’s web portal offers various software and data feeds to advisory firms, banks, corporations, investment managers, private equity funds, universities and more, providing overall market awareness and investment analysis audiences can use to inform their investment strategies. Every year, Capital IQ collects and analyzes more than 135 billion data points in order to serve as the leading provider of financial services research.


IBISWorld provides meticulously researched business information and market research on thousands of industries worldwide. IBISWorld employs teams of dedicated expert analysts in the US, UK and Australia who scour economic, demographic and market data, while adding analytical insight that helps organizations of all types make better business decisions. Their Industry Market Research provides organizations with a better understanding of predicted market conditions, paints a clearer picture of supply and source industries and allows clients to easily monitor competitor activity in any industry.


PitchBook is a financial data and software company headquartered in Seattle, with additional offices in New York and London. PitchBook tracks every aspect of the public and private equity markets, including venture capital, private equity and M&A. The Company’s M&A database is comprised of over one million transactions and contains information on nearly 2 million companies world-wide.

We are leaders in M&A Over 50 awards and counting

M and A Advisor award

Investment Banking Firm of the Year 3 years running

Thomson Reuters award
M and A Advisor award

Investment Banking Firm of the Year 3 years running

Thomson Reuters award

We are leaders in M&A Over 50 awards, and counting

View our awards